UniSuper Management Pty Ltd Raises Holdings in Cisco Systems, Inc. $CSCO

UniSuper Management Pty Ltd grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 0.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,480,852 shares of the network equipment provider’s stock after purchasing an additional 11,355 shares during the quarter. Cisco Systems accounts for 1.2% of UniSuper Management Pty Ltd’s holdings, making the stock its 15th largest holding. UniSuper Management Pty Ltd’s holdings in Cisco Systems were worth $191,100,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. World Investment Advisors lifted its holdings in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after purchasing an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC lifted its holdings in Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after purchasing an additional 54,141 shares in the last quarter. Vise Technologies Inc. lifted its holdings in 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 purchasing an additional 64,144 shares in the last quarter. Truist Financial Corp lifted its holdings in 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 purchasing an additional 275,456 shares in the last quarter. Finally, Principal Financial Group Inc. lifted its holdings in 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 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.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting growing enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, which suggest Cisco is positioning itself as a key supplier for secure AI and networking deployments. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Neutral Sentiment: Analysts and media commentary continue to cite Cisco as one of the names benefiting from the broader AI buildout theme, reinforcing investor interest in the stock. The AI buildout is still intact — what to buy this week
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may slightly temper sentiment, though it does not necessarily signal a change in outlook. SEC Form 4 filing

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $121.83 on Friday. The firm has a market capitalization of $480.19 billion, a P/E ratio of 39.56, a P/E/G ratio of 3.03 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The stock’s 50-day simple moving average is $101.42 and its two-hundred day simple moving average is $86.26. Cisco Systems, Inc. has a twelve month low of $63.93 and a twelve month high of $130.37.

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

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio is 54.55%.

Insider Transactions at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 51,636 shares of company stock valued at $5,698,459 over the last 90 days. Company insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on CSCO. Wells Fargo & Company increased their price objective on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Morgan Stanley increased their price objective on Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. increased their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Rosenblatt Securities reissued a “buy” rating and set a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. Finally, Truist Financial assumed coverage on Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $120.18.

Cisco Systems 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.