Robeco Institutional Asset Management B.V. Boosts Stock Position in Cisco Systems, Inc. $CSCO

Robeco Institutional Asset Management B.V. boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,554,285 shares of the network equipment provider’s stock after purchasing an additional 423,141 shares during the quarter. Cisco Systems makes up approximately 0.6% of Robeco Institutional Asset Management B.V.’s holdings, making the stock its 27th largest holding. Robeco Institutional Asset Management B.V. owned about 0.14% of Cisco Systems worth $385,356,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Pandora Wealth Inc. bought a new stake in shares of Cisco Systems in the 1st quarter valued at approximately $31,000. Nova Wealth Management Inc. bought a new stake in shares of Cisco Systems in the 1st quarter valued at approximately $31,000. Brown Shipley& Co Ltd bought a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $32,000. Fairway Wealth LLC increased its holdings in shares of Cisco Systems by 224.7% in the 1st quarter. Fairway Wealth LLC now owns 578 shares of the network equipment provider’s stock valued at $36,000 after acquiring an additional 400 shares during the last quarter. Finally, Accent Capital Management LLC bought a new stake in shares of Cisco Systems in the 1st quarter valued at approximately $36,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CSCO shares. Rosenblatt Securities reiterated a “buy” rating and issued a $87.00 price target on shares of Cisco Systems in a report on Thursday, August 14th. Deutsche Bank Aktiengesellschaft upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their price target for the company from $65.00 to $73.00 in a report on Monday, June 16th. Wells Fargo & Company upped their price objective on Cisco Systems from $75.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, August 14th. Piper Sandler upped their price objective on Cisco Systems from $64.00 to $70.00 and gave the stock a “neutral” rating in a research note on Thursday, August 14th. Finally, KeyCorp initiated coverage on Cisco Systems in a research note on Thursday, June 26th. They set an “overweight” rating and a $77.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $74.53.

Cisco Systems Trading Up 0.5%

Shares of Cisco Systems stock opened at $68.75 on Thursday. The company has a quick ratio of 0.91, a current ratio of 1.00 and a debt-to-equity ratio of 0.49. The firm has a market cap of $271.78 billion, a price-to-earnings ratio of 26.24, a price-to-earnings-growth ratio of 2.88 and a beta of 0.97. The business has a fifty day simple moving average of $68.12 and a 200-day simple moving average of $64.46. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $72.55.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.01. The business had revenue of $14.67 billion during the quarter, compared to analyst estimates of $14.63 billion. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company’s revenue was up 7.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.87 earnings per share. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. On average, equities analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be issued a $0.41 dividend. The ex-dividend date is Friday, October 3rd. This represents a $1.64 annualized dividend and a dividend yield of 2.4%. Cisco Systems’s dividend payout ratio is 62.60%.

Insiders Place Their Bets

In other news, CEO Charles Robbins sold 30,557 shares of the company’s stock in a transaction on Friday, August 15th. The stock was sold at an average price of $66.63, for a total value of $2,036,012.91. Following the completion of the sale, the chief executive officer owned 639,000 shares in the company, valued at $42,576,570. This represents a 4.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $66.78, for a total value of $116,464.32. Following the completion of the sale, the executive vice president owned 158,009 shares of the company’s stock, valued at approximately $10,551,841.02. This trade represents a 1.09% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 82,965 shares of company stock valued at $5,559,996. 0.01% of the stock is currently owned by insiders.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.