PKO Investment Management Joint Stock Co Boosts Stock Position in Cisco Systems, Inc. $CSCO

PKO Investment Management Joint Stock Co increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 26.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,000 shares of the network equipment provider’s stock after acquiring an additional 20,000 shares during the period. PKO Investment Management Joint Stock Co’s holdings in Cisco Systems were worth $6,500,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of CSCO. Vanguard Group Inc. boosted its stake in shares of Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after purchasing an additional 5,039,714 shares during the period. State Street Corp increased its stake in Cisco Systems by 0.6% during the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after buying an additional 1,067,872 shares during the period. Geode Capital Management LLC lifted its holdings in Cisco Systems by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after buying an additional 1,157,704 shares in the last quarter. Norges Bank acquired a new position in shares of Cisco Systems in the second quarter worth $3,816,825,000. Finally, Invesco Ltd. increased its position in shares of Cisco Systems by 3.0% during the second quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after acquiring an additional 1,414,105 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 56,038 shares of Cisco Systems stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $78.33, for a total value of $4,389,456.54. Following the transaction, the executive vice president directly owned 179,780 shares of the company’s stock, valued at $14,082,167.40. The trade was a 23.76% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Deborah L. Stahlkopf sold 164,584 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $77.85, for a total transaction of $12,812,864.40. Following the completion of the sale, the executive vice president owned 196,738 shares of the company’s stock, valued at approximately $15,316,053.30. This trade represents a 45.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,044,865 shares of company stock valued at $81,397,635. 0.01% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently issued reports on CSCO. President Capital decreased their target price on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Piper Sandler boosted their price objective on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Erste Group Bank upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. CICC Research lifted their price target on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Cisco Systems from $80.00 to $90.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $85.23.

Cisco Systems Stock Up 0.2%

Shares of NASDAQ:CSCO opened at $74.01 on Tuesday. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The firm has a 50 day simple moving average of $76.39 and a 200-day simple moving average of $71.43. The company has a market capitalization of $292.42 billion, a PE ratio of 27.82, a P/E/G ratio of 2.79 and a beta of 0.87. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $80.82.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same period in the previous year, the company earned $0.91 earnings per share. Cisco Systems’s quarterly revenue was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, equities analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd will be issued a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, January 2nd. Cisco Systems’s dividend payout ratio is presently 61.65%.

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.