Dai ichi Life Insurance Company Ltd Cuts Stake in Cisco Systems, Inc. $CSCO

Dai ichi Life Insurance Company Ltd cut its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 17.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 458,244 shares of the network equipment provider’s stock after selling 99,890 shares during the period. Cisco Systems accounts for approximately 1.0% of Dai ichi Life Insurance Company Ltd’s investment portfolio, making the stock its 17th biggest holding. Dai ichi Life Insurance Company Ltd’s holdings in Cisco Systems were worth $35,555,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. World Investment Advisors boosted its stake in shares of Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC raised its position in Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after acquiring an additional 54,141 shares in the last quarter. Vise Technologies Inc. raised its position in Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares in the last quarter. Truist Financial Corp lifted its holdings in Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after acquiring an additional 275,456 shares during the period. Finally, Principal Financial Group Inc. boosted its position in Cisco Systems by 3.2% in the 4th quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after purchasing an additional 151,395 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the transaction, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. The trade was a 1.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Argus raised their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. KeyCorp increased their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. CICC Research raised their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. UBS Group raised their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Finally, New Street Research lifted their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $123.14.

Key Stories Impacting Cisco Systems

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Cisco Systems Stock Up 1.3%

NASDAQ CSCO opened at $114.17 on Friday. The business has a fifty day moving average price of $117.96 and a 200 day moving average price of $94.56. Cisco Systems, Inc. has a one year low of $65.75 and a one year high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The company has a market cap of $449.99 billion, a P/E ratio of 37.07, a P/E/G ratio of 2.87 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Research analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were issued a $0.42 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 54.55%.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.