OP Asset Management Ltd Makes New Investment in Cisco Systems, Inc. $CSCO

OP Asset Management Ltd acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the first quarter, Holdings Channel.com reports. The fund acquired 756,453 shares of the network equipment provider’s stock, valued at approximately $58,693,000. Cisco Systems makes up approximately 0.6% of OP Asset Management Ltd’s holdings, making the stock its 27th biggest position.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Intesa Sanpaolo Wealth Management bought a new position in Cisco Systems in the 4th quarter valued at about $25,000. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems during the 4th quarter worth approximately $25,000. Jessup Wealth Management Inc purchased a new stake in shares of Cisco Systems in the fourth quarter worth approximately $29,000. EQ Wealth Advisors LLC bought a new position in shares of Cisco Systems in the fourth quarter valued at approximately $31,000. Finally, Board of the Pension Protection Fund bought a new position in shares of Cisco Systems in the fourth quarter valued at approximately $31,000. 73.33% of the stock is owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: A Supreme Court decision dismissed a long-running lawsuit accusing Cisco of aiding persecution in China, removing a legal overhang and reducing litigation risk for the company. US Supreme Court ends suit alleging Cisco helped China pursue Falun Gong
• Positive Sentiment: Articles highlighted Cisco’s growing role in the AI infrastructure boom, including Acacia/800G optics orders and “secure AI factory” initiatives, reinforcing the company’s growth narrative and supporting analyst optimism. Why Cisco’s (CSCO) Acacia Orders Give It a Clearer Role in the 800G AI Optics Cycle
• Positive Sentiment: Bank of America reportedly raised its price target on Cisco to $150 from $135 and kept a Buy rating, signaling continued Wall Street confidence in the stock’s longer-term upside. Why Cisco’s (CSCO) Acacia Orders Give It a Clearer Role in the 800G AI Optics Cycle
• Neutral Sentiment: Several commentary pieces described Cisco as a “hold” near its 52-week high, suggesting the market sees strong fundamentals but limited near-term upside after a big run. Cisco at $121: Buy, Sell or Hold?
• Neutral Sentiment: Other coverage said Cisco is now viewed more as a value stock in a volatile tech market, which may attract buyers but also reflects mixed positioning by investors. Cisco (NASDAQ:CSCO) Emerges As A Value Stock In A Volatile Tech Market
• Negative Sentiment: Some analysts and articles warned that Cisco’s AI-led growth is coming with pressure on the company’s historically high-margin profile, creating concern that profits may be less resilient than the revenue growth story suggests. Everyone Is Watching Cisco Stock’s AI Orders. Here’s The Number They Stopped Bragging About.
• Negative Sentiment: Recent trading updates show Cisco underperforming the broader market on the day, indicating some profit-taking after a strong run. Cisco Systems (CSCO) Dips More Than Broader Market: What You Should Know

Insider Activity at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the sale, the executive vice president 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 filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction dated 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 sale, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 in the last 90 days. 0.01% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on CSCO. Argus upped their price target on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Morgan Stanley increased their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a report on Friday, June 12th. Finally, UBS Group raised their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $122.90.

Cisco Systems Stock Performance

Shares of CSCO opened at $119.70 on Thursday. The stock has a 50 day moving average of $108.44 and a 200 day moving average of $89.00. The company has a market capitalization of $471.81 billion, a price-to-earnings ratio of 38.86, a PEG ratio of 3.09 and a beta of 1.01. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. 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 posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous 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. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

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.