LVM Capital Management Ltd. MI Has $44.46 Million Stock Holdings in Cisco Systems, Inc. $CSCO

LVM Capital Management Ltd. MI lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 378,528 shares of the network equipment provider’s stock after selling 11,546 shares during the period. Cisco Systems comprises about 3.7% of LVM Capital Management Ltd. MI’s holdings, making the stock its 7th largest holding. LVM Capital Management Ltd. MI’s holdings in Cisco Systems were worth $44,462,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new stake in Cisco Systems in the 4th quarter worth approximately $4,473,272,000. Auto Owners Insurance Co raised its stake in shares of Cisco Systems by 8,718.3% during the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after acquiring an additional 51,363,281 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Cisco Systems by 103.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock valued at $2,256,144,000 after purchasing an additional 14,874,407 shares in the last quarter. Franklin Resources Inc. grew its holdings in shares of Cisco Systems by 18.0% during the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock valued at $3,876,219,000 after purchasing an additional 7,679,422 shares during the last quarter. Finally, Invesco Ltd. raised its position in Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after purchasing an additional 6,224,062 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
• Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
• Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
• Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

Analysts Set New Price Targets

CSCO has been the topic of several analyst reports. Citic Securities lifted their price objective on Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. CICC Research boosted their price objective on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Barclays increased 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, Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $123.14.

Insider Buying and Selling

In other news, 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 sale, 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 ownership of the stock. The transaction was disclosed in a legal 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 Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the transaction, the executive vice president directly owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This represents a 1.49% 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. Insiders have sold a total of 47,650 shares of company stock worth $5,668,823 over the last three months. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 0.9%

CSCO stock opened at $122.57 on Tuesday. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The company has a market capitalization of $483.10 billion, a price-to-earnings ratio of 39.80, a price-to-earnings-growth ratio of 2.74 and a beta of 1.02. The business’s 50 day moving average price is $117.77 and its two-hundred day moving average price is $98.05. 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 (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s revenue was up 12.0% compared to the same quarter last year. During the same period in the prior year, the firm 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, analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were given 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 was Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Cisco Systems Company 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.