Daiwa Securities Group Inc. Acquires 7,232 Shares of Cisco Systems, Inc. $CSCO

Daiwa Securities Group Inc. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.6% during the 4th quarter, HoldingsChannel reports. The firm owned 1,223,165 shares of the network equipment provider’s stock after buying an additional 7,232 shares during the period. Daiwa Securities Group Inc.’s holdings in Cisco Systems were worth $94,220,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems in the fourth quarter worth $25,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems in the fourth quarter worth $31,000. EQ Wealth Advisors LLC bought a new stake in Cisco Systems in the fourth quarter worth $31,000. Anfield Capital Management LLC boosted its stake in Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after buying an additional 346 shares during the period. Finally, Joseph Group Capital Management purchased a new position in Cisco Systems during the fourth quarter worth $38,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Up 2.8%

Shares of CSCO opened at $130.00 on Friday. The firm has a market capitalization of $512.39 billion, a P/E ratio of 42.21, a P/E/G ratio of 3.24 and a beta of 1.01. Cisco Systems, Inc. has a 12-month low of $63.87 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. The firm has a fifty day moving average price of $97.25 and a 200-day moving average price of $84.70.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s revenue was up 12.0% on a year-over-year basis. During the same period 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. Equities research analysts expect that Cisco Systems, Inc. will post 3.52 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

More Cisco Systems News

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

• Positive Sentiment: CNBC’s Jim Cramer said Cisco could be a major winner from Anthropic’s cybersecurity-focused AI model, Mythos, suggesting the stock may have more room to run as AI security demand grows. Cisco And Palo Alto Could Be Major Winners From Anthropic’s Mythos AI, According To Jim Cramer
• Positive Sentiment: Cisco has been highlighting its AI networking opportunity, including demand from AI agents that generate far more traffic than humans, reinforcing the company’s growth narrative. Cisco highlights AI networking opportunity as agents generate 450% more traffic than humans
• Positive Sentiment: Cisco rolled out new AI-centric security and infrastructure products, including Cloud Control, Live Protect, and quantum-safe security tools, which could support longer-term revenue growth and improve investor sentiment. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Positive Sentiment: HSBC upgraded Cisco on surging AI infrastructure demand, citing a stronger growth profile and raising its price target, while Morgan Stanley kept a Buy rating. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Neutral Sentiment: Goldman Sachs raised its price target on Cisco but kept a Hold rating, signaling cautious optimism rather than a strong bullish call. Goldman Sachs Remains a Hold on Cisco Systems (CSCO)
• Neutral Sentiment: Cisco presented at the Bank of America Global Technology Conference, which typically keeps investors focused on management’s AI and growth commentary, but no major new financial surprise was highlighted in the transcript item. Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript

Analyst Upgrades and Downgrades

Several research firms have commented on CSCO. Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Evercore lifted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Piper Sandler lifted their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Finally, DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $119.50.

Insider Activity

In related news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the sale, the executive vice president owned 180,877 shares of the company’s stock, valued at $20,730,312.97. The trade was a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 51,324 shares of company stock valued at $5,559,834. Insiders own 0.01% of the company’s stock.

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.