Cisco Systems, Inc. $CSCO Shares Acquired by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 15,360.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 716,768 shares of the network equipment provider’s stock after acquiring an additional 712,132 shares during the period. J. Safra Sarasin Holding AG’s holdings in Cisco Systems were worth $55,614,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Tradewinds LLC. boosted its stake in Cisco Systems by 1.7% in the first quarter. Tradewinds LLC. now owns 15,655 shares of the network equipment provider’s stock valued at $1,215,000 after acquiring an additional 267 shares in the last quarter. Teachers Retirement System of The State of Kentucky increased its position in shares of Cisco Systems by 4.3% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 894,093 shares of the network equipment provider’s stock worth $69,372,000 after purchasing an additional 37,187 shares in the last quarter. Avion Wealth lifted its holdings in shares of Cisco Systems by 21.7% in the 1st quarter. Avion Wealth now owns 1,847 shares of the network equipment provider’s stock valued at $143,000 after purchasing an additional 329 shares during the last quarter. Persium Advisors LLC lifted its holdings in shares of Cisco Systems by 5.3% in the 1st quarter. Persium Advisors LLC now owns 12,854 shares of the network equipment provider’s stock valued at $997,000 after purchasing an additional 646 shares during the last quarter. Finally, LGT Fund Management Co Ltd. boosted its position in shares of Cisco Systems by 865.2% in the 1st quarter. LGT Fund Management Co Ltd. now owns 163,541 shares of the network equipment provider’s stock valued at $12,689,000 after purchasing an additional 146,597 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. The Goldman Sachs Group lifted their price target on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. UBS Group raised their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Wells Fargo & Company lifted their target price on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Evercore upped their price target on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Finally, Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Insider Transactions at Cisco Systems

In related news, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the sale, the executive vice president directly owned 172,727 shares in the company, valued at $20,920,694.24. The trade was a 1.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the transaction, the insider owned 246,737 shares of the company’s stock, valued at $28,937,315.36. The trade was 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 sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco was highlighted as an AI infrastructure leader, with its networking, optics, Splunk, and hyperscaler exposure seen as key drivers of stronger long-term demand. Cisco, IBD Stock Of The Day, Went From Slow-Growth Tech Icon To AI Infrastructure Leader
• Positive Sentiment: Zacks included CSCO among cloud computing stocks positioned to benefit from AI-driven data-center growth in the second half of 2026, supporting the stock’s bull case. 5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars
• Positive Sentiment: Cisco landed a $230 million Army-related role, adding another sign of demand for its networking and security offerings. Cisco (CSCO) Lands $230 Million Army Role And Backs AP Cybersecurity Course
• Positive Sentiment: Cisco also partnered with the College Board to launch a new AP Cybersecurity course, which could help strengthen its long-term brand in cybersecurity education and talent development. Cisco (CSCO) Partners With College Board to Launch AP Cybersecurity Course
• Neutral Sentiment: A data-center infrastructure market report named Cisco among industry participants benefiting from AI adoption and cloud expansion, but this was more of an industry overview than a company-specific catalyst. Data Center Infrastructure Management (DCIM) Software Market Report Published; Profiles Schneider Electric, Vertiv, IBM, Cisco, HPE & 10 Others
• Neutral Sentiment: One note said short interest in Cisco increased in July, but the figures reported zero shares on both dates, so it does not appear to be a meaningful trading signal.

Cisco Systems Price Performance

CSCO stock opened at $121.31 on Monday. The stock has a market capitalization of $478.14 billion, a PE ratio of 39.39, a price-to-earnings-growth ratio of 3.09 and a beta of 1.02. The company has a fifty day moving average of $115.32 and a 200-day moving average of $92.18. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a one year low of $65.75 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the firm earned $0.96 earnings per share. The firm’s 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 firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

About Cisco Systems

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.