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

Oddo BHF Asset Management Sas lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 45.3% during the 1st quarter, Holdings Channel reports. 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 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of CSCO. Intesa Sanpaolo Wealth Management acquired a new position in Cisco Systems in the fourth quarter valued at approximately $25,000. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems during the 4th quarter worth $25,000. Networth Advisors LLC raised its position in shares of Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after acquiring an additional 246 shares during the last quarter. Manning & Napier Advisors LLC lifted its stake in shares of Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after purchasing an additional 200 shares during the period. Finally, Financial Life Planners acquired a new position in shares of Cisco Systems in the 1st quarter valued at $27,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Down 2.7%

Shares of Cisco Systems stock opened at $112.44 on Thursday. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The business has a 50-day moving average of $117.84 and a two-hundred day moving average of $95.53. The company has a market capitalization of $443.17 billion, a P/E ratio of 36.51, a price-to-earnings-growth ratio of 2.94 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating 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 business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the business posted $0.96 EPS. Cisco Systems’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. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were paid a $0.42 dividend. 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 payout ratio is presently 54.55%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on CSCO shares. New Street Research lifted their price objective on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Citigroup increased their target price on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Bank of America boosted their target price on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Morgan Stanley increased their price target on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Finally, KeyCorp lifted their price objective on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Key Cisco Systems News

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.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. The trade was a 3.58% decrease in their ownership of the stock. 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 have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by corporate insiders.

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.