Cisco Systems, Inc. $CSCO Stock Purchased by PBU The Pension Fund of Early Childhood & Youth Educators

PBU The Pension Fund of Early Childhood & Youth Educators lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 387,620 shares of the network equipment provider’s stock after acquiring an additional 29,423 shares during the quarter. Cisco Systems makes up approximately 1.0% of PBU The Pension Fund of Early Childhood & Youth Educators’ holdings, making the stock its 21st biggest position. PBU The Pension Fund of Early Childhood & Youth Educators’ holdings in Cisco Systems were worth $41,720,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. R Squared Ltd boosted its holdings in Cisco Systems by 71.8% in the 3rd quarter. R Squared Ltd now owns 4,992 shares of the network equipment provider’s stock worth $537,000 after buying an additional 2,086 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. increased its stake in Cisco Systems by 33.2% in the 3rd quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. now owns 1,536 shares of the network equipment provider’s stock worth $165,000 after buying an additional 383 shares in the last quarter. Van Strum & Towne Inc. raised its holdings in Cisco Systems by 26.0% during the third quarter. Van Strum & Towne Inc. now owns 4,140 shares of the network equipment provider’s stock valued at $446,000 after acquiring an additional 855 shares during the period. King Luther Capital Management Corp raised its holdings in Cisco Systems by 11.9% during the third quarter. King Luther Capital Management Corp now owns 715,838 shares of the network equipment provider’s stock valued at $77,046,000 after acquiring an additional 76,213 shares during the period. Finally, Banyan Capital Management Inc. bought a new stake in Cisco Systems during the third quarter valued at about $381,000. 73.33% of the stock is currently owned by institutional investors.

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 680 shares of the company’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $74,922.40. Following the sale, the executive vice president directly owned 163,337 shares of the company’s stock, valued at $17,996,470.66. This represents a 0.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 312 shares of Cisco Systems stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $34,376.16. Following the completion of the transaction, the executive vice president directly owned 127,661 shares of the company’s stock, valued at $14,065,688.98. The trade was a 0.24% 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 a total of 6,824 shares of company stock worth $759,392 over the last ninety days. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Up 1.2%

Shares of Cisco Systems stock opened at $102.01 on Friday. Cisco Systems, Inc. has a twelve month low of $72.80 and a twelve month high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The business has a 50-day moving average price of $108.02 and a 200-day moving average price of $102.13. The firm has a market cap of $402.18 billion, a price-to-earnings ratio of 30.54, a PEG ratio of 2.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Thursday, November 12th. The network equipment provider reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.33 by $0.07. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The company had revenue of $18.52 billion for the quarter, compared to the consensus estimate of $18.12 billion. During the same period in the previous year, the business earned $1.00 earnings per share. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. Equities research analysts anticipate that Cisco Systems, Inc. will post 4.48 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 20th. Shareholders of record on Monday, January 4th will be paid a $0.42 dividend. The ex-dividend date of this dividend is Monday, January 4th. This represents a $1.68 dividend on an annualized basis and a yield of 1.6%. Cisco Systems’s payout ratio is presently 50.30%.

Cisco Systems News Summary

These are some of the CSCO news items that stood out recently:

• Positive Sentiment: Fiscal Q1 adjusted earnings were $1.40 per share versus the $1.33 consensus, while revenue of $18.52 billion topped the $18.12 billion estimate. The company also reported $4.55 billion in net income, and revenue and earnings growth reached their strongest pace in more than 15 years. Cisco stock jumps 5% on earnings and revenue beat
• Positive Sentiment: Management pointed to robust AI-networking demand, including data-center growth, as a major tailwind. Investors may see Cisco as benefiting from increased spending on the networking infrastructure needed for AI. Cisco Earnings, Revenue Top Estimates On AI Data Center Growth
• Neutral Sentiment: Despite the strong report and higher guidance, investors will be watching whether AI-related demand can translate into sustained growth and healthy margins, particularly after a rally that had raised expectations. Cisco rally faces a margin-and-valuation test

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Piper Sandler lowered their price objective on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Truist Financial increased their target price on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Barclays lifted their target price on Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Finally, Deutsche Bank began coverage on Cisco Systems in a report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target on the stock. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $129.14.

Cisco Systems Company Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.