Cisco Systems, Inc. $CSCO Stock Holdings Increased by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 195,746 shares of the network equipment provider’s stock after buying an additional 18,332 shares during the quarter. Cisco Systems accounts for approximately 1.1% of China Universal Asset Management Co. Ltd.’s holdings, making the stock its 22nd largest holding. China Universal Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $20,933,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. TOWER TRUST & INVESTMENT Co boosted its holdings in shares of Cisco Systems by 3.0% in the third quarter. TOWER TRUST & INVESTMENT Co now owns 14,099 shares of the network equipment provider’s stock valued at $1,517,000 after buying an additional 406 shares during the period. Childress Capital Advisors LLC increased its position in shares of Cisco Systems by 6.3% during the third quarter. Childress Capital Advisors LLC now owns 22,653 shares of the network equipment provider’s stock worth $2,438,000 after acquiring an additional 1,338 shares in the last quarter. Shakespeare Wealth Management LLC raised its holdings in shares of Cisco Systems by 23.5% during the third quarter. Shakespeare Wealth Management LLC now owns 5,060 shares of the network equipment provider’s stock worth $545,000 after acquiring an additional 964 shares during the period. D.A. Davidson & CO. raised its holdings in shares of Cisco Systems by 0.7% during the third quarter. D.A. Davidson & CO. now owns 348,502 shares of the network equipment provider’s stock worth $37,509,000 after acquiring an additional 2,533 shares during the period. Finally, Motley Fool Asset Management LLC bought a new stake in Cisco Systems in the 3rd quarter valued at $29,490,000. 73.33% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 6,487 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the sale, the executive vice president directly owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the transaction, the chief executive officer directly owned 602,710 shares in the company, valued at approximately $67,226,273.40. This represents a 3.46% 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. Insiders have sold 44,869 shares of company stock valued at $5,005,620 in the last ninety days. 0.01% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have issued reports on CSCO shares. UBS Group lifted their price target on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Morgan Stanley upped their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Sanford C. Bernstein started coverage on Cisco Systems in a report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 price objective for the company. Wells Fargo & Company lifted their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Finally, Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research note on Sunday, October 11th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $128.52.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: AI networking demand remains a key growth driver. Rising hyperscaler spending and Cisco’s expanding networking portfolio could help it compete more effectively with Arista Networks and Hewlett Packard Enterprise. Cisco Gains From AI Networking Boom
• Positive Sentiment: Security and AI-agent protection initiatives strengthen Cisco’s strategic positioning. The company is promoting AI security, quantum-safe capabilities and Project Quarry, an open-source tool designed to detect rogue AI agents—areas that could support demand as enterprises deploy more AI. Cisco Open Sources Project Quarry
• Positive Sentiment: Analyst expectations remain favorable. Cisco has outperformed the broader market recently, and the reported consensus price target of $128.52 implies further upside from recent trading levels. Cisco Consensus Price Target
• Neutral Sentiment: Earnings are the next major catalyst. A preview noted a positive analyst outlook ahead of Cisco’s report. Investors may be waiting for updated guidance and evidence that AI-related orders are translating into sustained revenue and margin growth. Earnings Preview: What to Expect From Cisco’s Report
• Negative Sentiment: Competitive and valuation concerns may be limiting enthusiasm. Dell’s expanding AI-security capabilities and strong server backlog highlight intensifying competition for AI infrastructure spending, while Cisco’s elevated valuation leaves the stock vulnerable to profit-taking if expectations are not exceeded. Dell Expands AI Security Capabilities
• Negative Sentiment: Recent selling added pressure. ETFs were reported as net sellers of CSCO, and the stock fell more than the broader market without a clearly identified negative company announcement, suggesting investors were reducing exposure or locking in gains ahead of earnings. ETFs Are Net Sellers of Cisco

Cisco Systems Stock Performance

Shares of CSCO opened at $108.59 on Friday. The company has a market cap of $428.13 billion, a PE ratio of 32.51, a price-to-earnings-growth ratio of 2.30 and a beta of 0.99. The firm has a 50-day moving average of $110.10 and a 200-day moving average of $100.86. Cisco Systems, Inc. has a one year low of $70.54 and a one year high of $130.37. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the prior year, the firm earned $0.99 EPS. Cisco Systems’s quarterly revenue was up 17.6% compared to the same quarter last year. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, equities analysts forecast that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd were issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Friday, October 2nd. Cisco Systems’s payout ratio is currently 50.30%.

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.