Cisco Systems (NASDAQ:CSCO) EVP Sells 5,832 Shares

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 5,832 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total transaction of $650,093.04. Following the completion of the sale, the executive vice president directly owned 128,382 shares of the company’s stock, valued at approximately $14,310,741.54. This trade represents a 4.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Stock Performance

Shares of CSCO stock traded down $0.96 during mid-day trading on Thursday, hitting $109.59. 12,624,145 shares of the stock were exchanged, compared to its average volume of 23,676,635. The stock’s fifty day simple moving average is $116.47 and its two-hundred day simple moving average is $99.94. The stock has a market capitalization of $431.94 billion, a price-to-earnings ratio of 32.81, a P/E/G ratio of 2.38 and a beta of 1.02. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the business earned $0.99 EPS. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. On average, analysts forecast that Cisco Systems, Inc. will post 4.09 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Wall Street Analyst Weigh In

CSCO has been the subject of several research reports. Citigroup upped their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. CICC Research raised their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Truist Financial lifted their price objective on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Morgan Stanley upped their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $129.43.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure demand remains a major growth driver. Cisco reported approximately $4 billion in AI infrastructure orders during the quarter, helping produce record fiscal-year results. Revenue increased 17.6% year over year to $17.25 billion, while adjusted earnings per share exceeded analyst expectations. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Bank of America reiterated a Buy rating and a $150 price target, indicating confidence that Cisco’s AI networking opportunity can support further upside, although execution on a key business issue remains important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Cisco is being highlighted as a potential beneficiary of the streaming infrastructure boom. Demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could create additional opportunities beyond its core networking and security businesses. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: A new update from a leading analyst could influence sentiment, but the available report does not specify whether the recommendation or price target changed. Cisco Receives a Rating Update
• Negative Sentiment: Shares have weakened following earnings because investors are concerned about margin pressure, softer recurring-growth trends and a premium valuation, even with strong AI demand and revenue growth. Analysts characterized the setup as more suitable for a hold than an aggressive buy. Cisco Drops After Q4 Earnings
• Negative Sentiment: Reported insider selling is adding a near-term confidence concern and has been associated with additional selling pressure in the stock. Cisco Shares Down After Insider Selling

Hedge Funds Weigh In On Cisco Systems

Institutional investors and hedge funds have recently made changes to their positions in the stock. Cozad Asset Management Inc. grew its position in Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after buying an additional 87 shares during the period. Dogwood Wealth Management LLC lifted its position in shares of Cisco Systems by 3.9% during the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after acquiring an additional 90 shares during the period. August Group Capital Ltd lifted its position in shares of Cisco Systems by 2.0% during the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after acquiring an additional 91 shares during the period. Financial Insights Inc. boosted its stake in shares of Cisco Systems by 1.5% during the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after acquiring an additional 92 shares in the last quarter. Finally, CPA Asset Management Group LLC grew its holdings in shares of Cisco Systems by 1.8% in the 2nd quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock worth $627,000 after acquiring an additional 93 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

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.