Achmea Investment Management B.V. Raises Holdings in Cisco Systems, Inc. $CSCO

Achmea Investment Management B.V. lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,062,790 shares of the network equipment provider’s stock after acquiring an additional 39,800 shares during the quarter. Cisco Systems makes up 0.9% of Achmea Investment Management B.V.’s investment portfolio, making the stock its 16th largest position. Achmea Investment Management B.V.’s holdings in Cisco Systems were worth $72,716,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in CSCO. Norges Bank bought a new position in Cisco Systems in the 2nd quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in shares of Cisco Systems by 413.3% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after acquiring an additional 18,030,441 shares in the last quarter. Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 46.2% in the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after acquiring an additional 12,904,969 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in shares of Cisco Systems by 6,778.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after purchasing an additional 6,711,004 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on CSCO. President Capital dropped their price objective on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. CICC Research upped their price target on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems News Summary

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

• Positive Sentiment: Q2 beat and sizable AI infrastructure demand — Cisco reported fiscal Q2 results that topped expectations, with subscription revenue reaching ~51% of sales and AI infrastructure orders from webscale customers above $2.1B, strengthening the revenue mix and investor thesis around AI-driven networking demand. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Expanded NVIDIA partnership — Cisco expanded its Secure AI Factory with NVIDIA to accelerate secure, end‑to‑end AI deployments from cloud to edge, which can shorten customer deployment timelines and deepen Cisco’s share of AI infrastructure spend. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: 400G Optical alliance participation — Cisco joined a 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.) to drive standards and interoperability for next‑gen AI data center networks, reinforcing its role with cloud and hyperscale customers. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Analyst and institutional support — Analysts maintain a consensus “Moderate Buy” and noted investors such as Ken Fisher’s fund continue to hold or highlight Cisco as a long‑term position, providing sentiment support. Cisco Systems, Inc. (NASDAQ:CSCO) Given Consensus Rating of “Moderate Buy” by Analysts Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Additional coverage and product commentary — Multiple outlets and analysts are highlighting Cisco’s AI product pipeline and NVIDIA tie‑ups; these are supportive but may already be priced in, so near‑term upside depends on continued order flow and execution. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Negative Sentiment: Valuation concerns — At ~4.95x price‑to‑sales and with a strong AI narrative baked in, some commentary flags Cisco as relatively expensive in the near term, which can prompt profit‑taking despite the operational beat. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Cisco Systems Stock Performance

Shares of CSCO opened at $77.60 on Thursday. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The company has a market cap of $306.51 billion, a PE ratio of 27.23, a price-to-earnings-growth ratio of 3.00 and a beta of 0.87. The stock has a 50-day moving average price of $78.22 and a 200-day moving average price of $74.70.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. During the same period last year, the firm posted $0.94 earnings per share. Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. As a group, equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is presently 57.54%.

Insider Buying and Selling

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the sale, the senior vice president owned 28,807 shares of the company’s stock, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 46,168 shares of company stock valued at $3,527,445 in the last three months. 0.01% of the stock is owned by corporate insiders.

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.