Oddo BHF Asset Management Sas Has $20.97 Million Stake in Cisco Systems, Inc. $CSCO

Oddo BHF Asset Management Sas trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 45.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 270,155 shares of the network equipment provider’s stock after selling 223,454 shares during the period. Oddo BHF Asset Management Sas’ holdings in Cisco Systems were worth $20,973,000 as of its most recent SEC filing.

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

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Coverage highlights Cisco’s AI-related cloud demand and enterprise digital-transformation exposure, identifying CSCO alongside Alphabet and Cloudflare as a cloud-computing stock benefiting from increased AI infrastructure spending. 3 Top Cloud Computing Stocks Worth Buying Before August
• Positive Sentiment: An analysis of Cisco’s new AI and quantum-safe security alliances suggests the partnerships could strengthen the company’s cybersecurity positioning and support a more growth-oriented investment narrative over time. Did Cisco’s New AI and Quantum-Safe Security Alliances Just Shift Cisco Systems’ Investment Narrative?
• Neutral Sentiment: Market commentary argues that the semiconductor selloff may be temporary and that investor sentiment could stabilize within days, but it also revives concerns about the volatility of technology stocks. As Semis Sell Off, Rattled Investors Should Heed Last Millennium’s Lesson From Cisco Systems
• Negative Sentiment: Networking-industry coverage points to ongoing headwinds, while a Wall Street Zen downgrade to “Hold” likely reduced enthusiasm among some investors. Wall Street Zen Downgrades Cisco Systems to Hold
• Negative Sentiment: Cisco underperformed the broader market in the latest trading session, reflecting pressure across semiconductors and technology stocks. With a valuation near 34 times earnings, investors may be particularly sensitive to sector weakness and concerns about whether AI-driven growth can justify the premium.

Analysts Set New Price Targets

CSCO has been the topic of a number of analyst reports. KeyCorp upped their target price on shares of Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. UBS Group raised their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. CICC Research lifted their price objective on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Piper Sandler upped their price objective on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Finally, Citic Securities increased their target price on Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Three equities research 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares of the company’s stock, valued at $16,890,162.87. This represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This represents a 1.49% 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. In the last ninety days, insiders have sold 47,650 shares of company stock worth $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 2.7%

Shares of CSCO opened at $112.44 on Thursday. 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 $443.17 billion, a price-to-earnings ratio of 36.51, a PEG ratio of 2.94 and a beta of 1.02. The stock has a fifty day moving average price of $117.84 and a two-hundred day moving average price of $95.53. Cisco Systems, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the prior year, the business earned $0.96 earnings per share. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. 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. Analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were issued a dividend of $0.42 per share. The ex-dividend date of this dividend 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 currently 54.55%.

About Cisco Systems

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.