Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Cuts Holdings in Cisco Systems, Inc. $CSCO

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 54.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,804 shares of the network equipment provider’s stock after selling 4,602 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s holdings in Cisco Systems were worth $295,000 as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. World Investment Advisors boosted its holdings in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC increased its holdings in Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after buying an additional 54,141 shares during the last quarter. Vise Technologies Inc. raised its position in Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after acquiring an additional 64,144 shares during the period. Truist Financial Corp boosted its stake in Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after acquiring an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in shares of 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 valued at $375,388,000 after acquiring an additional 151,395 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on CSCO. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and upped their price objective for the company from $77.00 to $137.00 in a research note on Friday, May 15th. BNP Paribas Exane increased their price target on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. KeyCorp lifted their price objective on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Barclays boosted their price objective 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. Finally, The Goldman Sachs Group increased their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $123.14.

Cisco Systems Trading Up 1.8%

NASDAQ:CSCO opened at $113.82 on Thursday. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The stock’s fifty day moving average price is $114.06 and its two-hundred day moving average price is $91.59. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The company has a market cap of $448.61 billion, a P/E ratio of 36.95, a P/E/G ratio of 2.85 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results 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 company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the previous year, the business earned $0.96 earnings per share. The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. 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, analysts expect 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 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 1.5%. Cisco Systems’s dividend payout ratio is currently 54.55%.

Key Cisco Systems News

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

• Positive Sentiment: Cisco raised its fiscal 2026 revenue and earnings guidance, which signals management is seeing better-than-expected demand and profitability ahead. Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?
• Positive Sentiment: The company is deepening its AI strategy, including a partnership with Rafay Systems, and is reshaping its business around silicon, optics, security, and AI—areas that investors may see as higher-growth and more durable. Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?
• Positive Sentiment: Investor interest in Cisco has increased, with multiple articles noting the stock is attracting attention, which can support momentum in the shares. Why the Market Dipped But Cisco Systems (CSCO) Gained Today
• Neutral Sentiment: A new U.S. Army enterprise IT modernization agreement involving Cisco and World Wide Technology highlights continued public-sector relevance, but the direct financial impact to Cisco was not detailed. Dell Stock’s Secret: It Gets Paid Before It Pays Its Bills

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the transaction, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. 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. In the last 90 days, insiders sold 47,650 shares of company stock valued at $5,668,823. Company insiders own 0.01% of the company’s stock.

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.