Cisco Systems, Inc. $CSCO Stock: PBU The Pension Fund of Early Childhood & Youth Educators Raises Stake

PBU The Pension Fund of Early Childhood & Youth Educators increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 387,620 shares of the network equipment provider’s stock after buying an additional 29,423 shares during the quarter. Cisco Systems comprises approximately 1.0% of PBU The Pension Fund of Early Childhood & Youth Educators’ holdings, making the stock its 21st largest holding. 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.

Several other institutional investors and hedge funds also recently bought and sold shares of CSCO. Halbert Hargrove Global Advisors LLC raised its stake in shares of Cisco Systems by 142.5% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 151 shares during the period. Kings Path Partners LLC bought a new stake in shares of Cisco Systems in the 3rd quarter worth about $31,000. Blueline Advisors LLC purchased a new position in shares of Cisco Systems during the 3rd quarter worth about $32,000. RMG Wealth Management LLC boosted its stake in shares of Cisco Systems by 308.7% during the 1st quarter. RMG Wealth Management LLC now owns 425 shares of the network equipment provider’s stock worth $33,000 after purchasing an additional 321 shares during the period. Finally, GK Wealth Management LLC purchased a new position in shares of Cisco Systems during the 3rd quarter worth about $37,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Cisco Systems

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

Analyst Ratings Changes

Several equities analysts recently commented on CSCO shares. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 7th. KeyCorp raised their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Rosenblatt Securities boosted their target price on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Finally, Piper Sandler dropped their target price on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research report on Tuesday, September 22nd. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $129.14.

Recent Cisco Systems Headlines

Here are a few of the latest headlines about CSCO:

• 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: Cisco raised its fiscal 2027 adjusted EPS forecast to $5.47–$5.53, above the $5.10 FactSet estimate, and its revenue outlook to $74.8–$75.8 billion, versus $73.2 billion expected. Its Q2 EPS and revenue guidance also exceeded consensus, supporting expectations for continued growth. Cisco raises annual revenue forecast on strong AI networking demand
• 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

Cisco Systems Stock Performance

CSCO stock opened at $102.01 on Friday. 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’s fifty day simple moving average is $108.02 and its two-hundred day simple moving average is $102.13. Cisco Systems, Inc. has a twelve month low of $72.80 and a twelve month high of $130.37. 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 released its earnings results on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.33 by $0.07. The business had revenue of $18.52 billion during the quarter, compared to the consensus estimate of $18.12 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. During the same period last year, the company 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. Analysts predict that Cisco Systems, Inc. will post 4.48 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 20th. Investors of record on Monday, January 4th will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, January 4th. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Cisco Systems 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.