Ilmarinen Mutual Pension Insurance Co Lowers Stock Holdings in Cisco Systems, Inc. $CSCO

Ilmarinen Mutual Pension Insurance Co reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 16.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 690,820 shares of the network equipment provider’s stock after selling 134,000 shares during the quarter. Cisco Systems comprises about 0.4% of Ilmarinen Mutual Pension Insurance Co’s holdings, making the stock its 29th biggest holding. Ilmarinen Mutual Pension Insurance Co’s holdings in Cisco Systems were worth $53,214,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares during the period. Schnieders Capital Management LLC. boosted its stake in Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares during the period. Finally, Marshall Wace LLP grew its position in Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after buying an additional 590,650 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $118.64 on Friday. The stock’s 50-day moving average is $92.59 and its 200 day moving average is $82.92. The stock has a market cap of $467.61 billion, a price-to-earnings ratio of 38.52, a P/E/G ratio of 3.14 and a beta of 0.92. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $120.79. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion during 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%.Cisco Systems’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.96 earnings per share. 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, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 3,132 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 51,324 shares of company stock worth $5,559,834 in the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture…
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco’s Security Revenue Growth Set to Pick Up: What’s Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the company from $77.00 to $137.00 in a report on Friday, May 15th. BNP Paribas Exane upped their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Citigroup lifted their target price on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, Citic Securities raised their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Two equities research 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 company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $119.09.

Cisco Systems Company 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.