Oasis Management Co Ltd. Sells 7,500 Shares of Cisco Systems, Inc. $CSCO

Oasis Management Co Ltd. trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 50.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 7,500 shares of the network equipment provider’s stock after selling 7,500 shares during the period. Oasis Management Co Ltd.’s holdings in Cisco Systems were worth $578,000 as of its most recent filing with the SEC.

A number of other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. Norges Bank acquired a new position in shares of Cisco Systems in the 4th quarter valued at $4,473,272,000. Invesco Ltd. lifted its stake in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Franklin Resources Inc. lifted its stake in shares of Cisco Systems by 18.0% in the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock valued at $3,876,219,000 after purchasing an additional 7,679,422 shares during the period. Finally, Northern Trust Corp lifted its stake in shares of Cisco Systems by 3.5% in the 3rd quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock valued at $3,318,275,000 after purchasing an additional 1,631,703 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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 rising 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, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Insiders Place Their Bets

In related news, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This trade represents a 1.49% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 51,636 shares of company stock worth $5,698,459. 0.01% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Citigroup increased their price target on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Barclays increased their price target on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Argus increased their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. UBS Group increased their price target on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Finally, New Street Research increased their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $120.64.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $121.10 on Friday. The company has a market capitalization of $477.31 billion, a PE ratio of 39.32, a PEG ratio of 3.10 and a beta of 1.01. Cisco Systems, Inc. has a 12 month low of $63.93 and a 12 month high of $130.37. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The stock’s fifty day simple moving average is $102.28 and its 200 day simple moving average is $86.50.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data 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. The business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the business 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. On average, research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

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

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.