BI Asset Management Fondsmaeglerselskab A S Grows Position in Cisco Systems, Inc. $CSCO

BI Asset Management Fondsmaeglerselskab A S increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,572,080 shares of the network equipment provider’s stock after acquiring an additional 109,501 shares during the quarter. Cisco Systems comprises approximately 0.9% of BI Asset Management Fondsmaeglerselskab A S’s holdings, making the stock its 14th biggest position. BI Asset Management Fondsmaeglerselskab A S’s holdings in Cisco Systems were worth $104,876,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Bare Financial Services Inc boosted its holdings in shares of Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new position in shares of Cisco Systems during the 3rd quarter worth about $25,000. Financial Connections Group Inc. raised its holdings in shares of Cisco Systems by 89.4% in the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after buying an additional 193 shares during the period. Legacy Investment Solutions LLC purchased a new stake in shares of Cisco Systems during the second quarter valued at $28,000. Finally, Lowe Wealth Advisors LLC increased its position in shares of Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 200 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Stock Down 2.3%

Shares of NASDAQ:CSCO opened at $81.16 on Thursday. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. The business has a fifty day moving average of $77.07 and a two-hundred day moving average of $72.41. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $84.24. The stock has a market cap of $320.67 billion, a P/E ratio of 30.51, a PEG ratio of 3.14 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.02. The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.91 EPS. 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, research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were given a dividend of $0.41 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.0%. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO from $100 to $175 and kept an “outperform” rating — a very bullish revision that implies substantial upside and likely helped lift sentiment among institutional investors. Evercore price target raise
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (≈27% above typical daily call volume), signalling short-term bullish positioning and amplified demand for upside exposure. (No external link available)
• Positive Sentiment: Cisco presented at its second annual AI Summit (prepared remarks published), reiterating product roadmap and go-to-market momentum around AI networking and software — supporting the company’s argument for higher-growth margins from AI-driven workloads. AI Summit remarks transcript
• Positive Sentiment: Corporate/strategy news: Cisco is tying its AI networking push to renewable-powered data centers — a move that can appeal to customers prioritizing sustainability while positioning Cisco for AI infrastructure spending. AI + renewables story
• Neutral Sentiment: Media/analysis pieces: Several articles discuss whether CSCO is a buy after recent highs and summarize analyst views; useful for retail readers but not a direct catalyst. MSN: is CSCO a buy?
• Neutral Sentiment: Zacks and other broker-coverage summaries note broad analyst support; these pieces recap sell-side sentiment but do not add new fundamental data. Zacks analyst summary
• Neutral Sentiment: Reported short-interest data appears corrupted (shows 0 shares / NaN change), so it provides no actionable signal; ignore until clarified by reliable data providers. (No external link available)
• Neutral Sentiment: Aggregate analyst coverage summaries are circulating (MSN roundup), which can influence sentiment but mostly reiterate existing bullish tilt after recent results and guidance. MSN analyst roundup

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. JPMorgan Chase & Co. raised their target price on shares of Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. CICC Research boosted their price objective on shares of Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Citic Securities boosted their price target on Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. Finally, BNP Paribas Exane upped their price target on Cisco Systems from $76.00 to $86.00 and gave the stock an “outperform” rating in a report on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $90.38.

Insider Transactions at Cisco Systems

In other news, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the sale, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Maria Victoria Wong sold 428 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total transaction of $34,381.24. Following the sale, the senior vice president owned 32,176 shares in the company, valued at $2,584,698.08. The trade was a 1.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is owned by corporate insiders.

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.