Cisco Systems (NASDAQ:CSCO) EVP Deborah Stahlkopf Sells 6,586 Shares

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Deborah Stahlkopf sold 6,586 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Stock Down 2.9%

Shares of NASDAQ CSCO opened at $115.38 on Wednesday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $119.39. The firm has a 50-day moving average price of $86.92 and a 200 day moving average price of $80.64. The stock has a market capitalization of $455.74 billion, a price-to-earnings ratio of 37.46, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the business earned $0.96 earnings per share. The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Institutional Investors Weigh In On Cisco Systems

A number of hedge funds and other institutional investors have recently made changes to their positions in CSCO. Brighton Jones LLC grew its position in shares of Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. boosted its holdings in Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares during the last quarter. Finally, Marshall Wace LLP boosted its holdings in Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the subject of several research analyst reports. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Bank of America raised their price target on Cisco Systems from $95.00 to $114.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. CICC Research raised their price target on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday. Finally, Piper Sandler raised their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $118.14.

More Cisco Systems News

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

• Positive Sentiment: Cisco’s strong fiscal Q1 results and raised outlook continue to drive bullish sentiment, with revenue and EPS both beating expectations and management pointing to robust AI infrastructure demand. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
• Positive Sentiment: HSBC upgraded Cisco to Buy and nearly doubled its price target to $137, while Argus also raised its target to $150, signaling growing confidence in further upside. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: Analysts and media coverage continue to frame Cisco as a new AI networking infrastructure leader, helped by hyperscaler orders, restructuring efforts, and improved long-term growth expectations. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?
• Neutral Sentiment: Automation Anywhere said it is collaborating with Cisco on a new AI-agent capability for enterprise systems, which highlights Cisco’s relevance in enterprise AI but is not yet a clearly material revenue driver. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Negative Sentiment: Several Cisco executives sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can weigh on sentiment even though the sales were disclosed as planned transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary also flagged lower free cash flow and margins, raising a caution that the stock’s strong run may be getting stretched after the earnings rally. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.