Cisco Systems (NASDAQ:CSCO) Director Michael Capellas Sells 10,850 Shares

Cisco Systems, Inc. (NASDAQ:CSCO) Director Michael Capellas sold 10,850 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director owned 146,368 shares of the company’s stock, valued at $11,289,363.84. The trade was a 6.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

Cisco Systems Price Performance

Shares of Cisco Systems stock traded up $1.47 during trading hours on Friday, hitting $78.42. The company’s stock had a trading volume of 84,387,443 shares, compared to its average volume of 21,151,119. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $80.82. The business has a 50 day moving average price of $74.38 and a two-hundred day moving average price of $70.07. The company has a market cap of $309.84 billion, a PE ratio of 29.48, a PEG ratio of 2.87 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 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. During the same period in the previous year, the firm earned $0.91 EPS. The firm’s 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. Analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be issued a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s payout ratio is currently 61.65%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Cisco Systems during the 2nd quarter worth about $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted 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 valued at $1,553,645,000 after buying an additional 18,030,441 shares during the period. Kingstone Capital Partners Texas LLC bought a new position in shares of Cisco Systems during the second quarter valued at approximately $904,542,000. Franklin Resources Inc. raised 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 buying an additional 12,904,969 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Cisco Systems by 110.2% during the 3rd 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 last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Analyst Ratings Changes

Several brokerages have recently issued reports on CSCO. UBS Group lifted their target price on Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Rosenblatt Securities upped their price objective on Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Wells Fargo & Company increased their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. 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 research report on Thursday, November 13th. Finally, Citic Securities upped their price target on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Seventeen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $84.55.

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.