Louisiana State Employees Retirement System Takes $35.76 Million Position in Cisco Systems, Inc. $CSCO

Louisiana State Employees Retirement System purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 1st quarter, HoldingsChannel.com reports. The fund purchased 460,900 shares of the network equipment provider’s stock, valued at approximately $35,761,000. Cisco Systems accounts for 0.6% of Louisiana State Employees Retirement System’s investment portfolio, making the stock its 21st largest holding.

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

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $118.97 on Friday. The firm has a market cap of $468.91 billion, a P/E ratio of 38.63, a PEG ratio of 3.06 and a beta of 1.01. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company has a 50 day moving average of $109.17 and a 200 day moving average of $89.29.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates 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%.The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.96 EPS. 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, research analysts expect that Cisco Systems, Inc. will post 3.53 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the transaction, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares in the company, valued at $28,937,315.36. This represents a 2.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on CSCO. Bank of America boosted their price target on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. KeyCorp increased their target price on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday. Citic Securities lifted their price target on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Finally, Wells Fargo & Company upped their price target on shares of Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Two research 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. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Key Cisco Systems News

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

• Positive Sentiment: KeyCorp raised its price target on Cisco to $130 from $125 and reiterated an Overweight rating, signaling continued analyst confidence in upside from current levels. Benzinga
• Positive Sentiment: New coverage highlighted Cisco’s growing role in AI infrastructure, including Acacia/800G optics orders and broader demand tied to AI data center spending, which supports the long-term growth story. Article
• Positive Sentiment: Rafay Systems said it expanded its Elevate AI infrastructure ecosystem with growing relationships including Cisco, reinforcing Cisco’s visibility in the AI and cloud-native infrastructure market. Article
• Neutral Sentiment: Recent commentary noted Cisco has outperformed some competitors despite a weaker trading session, suggesting relative resilience rather than a major new catalyst. Article
• Neutral Sentiment: Several market-wrap and valuation pieces described Cisco as a hold or a value stock after its strong run, which may be tempering near-term enthusiasm even as fundamentals remain solid. Article
• Negative Sentiment: Shares were recently weaker than the broader market in the latest session, reflecting some profit-taking after the stock’s sharp rally. Article

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.