Key Points
- EVP Thimaya Subaiya sold 1,744 shares at an average price of $77.07 on March 12 for proceeds of $134,410.08, reducing her stake by about 1.10% to 156,693 shares — the trade was disclosed in an SEC Form 4 filing.
- Cisco beat Q2 expectations, reporting $1.04 EPS on $15.35 billion revenue and flagged a sizable jump in AI orders (hyperscale/cloud AI orders up 61% to $2.1B), which management says supports raised AI revenue expectations.
- Dividend and analyst sentiment improved: Cisco raised its quarterly dividend to $0.42 (annualized $1.68, ~2.1% yield) while multiple firms upgraded the stock and the consensus price target sits near $89.55 with some targets at $100.
Cisco Systems, Inc. (NASDAQ:CSCO - Get Free Report) SVP Maria Victoria Wong sold 551 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company's stock, valued at $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link.
Maria Victoria Wong also recently made the following trade(s):
- On Tuesday, February 24th, Maria Victoria Wong sold 2,179 shares of Cisco Systems stock. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46.
- On Friday, February 13th, Maria Victoria Wong sold 51 shares of Cisco Systems stock. The shares were sold at an average price of $74.24, for a total transaction of $3,786.24.
Cisco Systems Stock Up 0.5%
Cisco Systems stock traded up $0.40 during midday trading on Friday, hitting $78.14. 10,985,049 shares of the stock were exchanged, compared to its average volume of 23,378,410. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $308.66 billion, a price-to-earnings ratio of 27.41, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The business's 50-day moving average price is $77.97 and its 200-day moving average price is $74.38.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems's quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.94 earnings per share. On average, research analysts expect that Cisco Systems, Inc. will post 3.04 EPS 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. Investors of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems's dividend payout ratio is 57.54%.
Key Stories Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS and cited a 61% jump in hyperscale/cloud AI orders to $2.1B, raising annual AI order expectations — a near-term revenue catalyst and re-rating trigger. Read More.
- Positive Sentiment: Analyst upgrades and higher targets: Multiple firms (Evercore, JPMorgan, Rosenblatt, Argus, DZ Bank) have raised ratings/targets and flagged upside, boosting investor sentiment and trading momentum. Read More.
- Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 via aggressive pricing — supports near-term hardware demand and competitive positioning. Read More.
- Positive Sentiment: Longer-term AI narrative: Coverage highlights Cisco’s “agentic” AI push that could shift mix toward software and higher‑margin services if execution continues, underpinning longer-term upside. Read More.
- Neutral Sentiment: Investor outreach and visibility: Cisco presented at Morgan Stanley’s conference emphasizing networking and AI infrastructure strengths — helps clarity but not a direct financial surprise. Read More.
- Neutral Sentiment: Valuation and pullback debate: Several retail/market pieces question whether recent pullback leaves Cisco reasonably priced; useful context for entry/exit decisions but mixed for near-term direction. Read More.
- Negative Sentiment: Margin pressure: Management flagged higher memory costs and a hardware‑heavy product mix as near-term margin headwinds that could compress gross margins despite revenue growth. Read More.
- Negative Sentiment: Insider sales: EVP Thimaya Subaiya sold 1,744 shares (~$134k) and SVP Maria Victoria Wong sold 551 shares last week; small relative to their holdings but can create short-term sentiment pressure. SEC filings for the trades are public. Read More. Read More.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in CSCO. Fund Advisors of America Inc FL bought a new position in shares of Cisco Systems during the 4th quarter valued at $719,000. World Investment Advisors lifted its stake in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $15,294,000 after acquiring an additional 26,455 shares during the last quarter. Demming Financial Services Corp ADV bought a new position in Cisco Systems during the 4th quarter worth approximately $507,000. Farmers National Bank increased its stake in Cisco Systems by 6.8% in the 4th quarter. Farmers National Bank now owns 96,541 shares of the network equipment provider's stock worth $7,437,000 after purchasing an additional 6,115 shares during the period. Finally, Meadowbrook Advisors Group LLC purchased a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $209,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
CSCO has been the topic of a number of research reports. Zacks Research raised shares of Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Monday, January 26th. Citigroup raised their target price on Cisco Systems from $85.00 to $90.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Argus raised Cisco Systems to a "strong-buy" rating in a research report on Friday, February 13th. Evercore upgraded Cisco Systems from an "in-line" rating to an "outperform" rating and boosted their price objective for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Finally, President Capital reduced their target price on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of "Moderate Buy" and a consensus price target of $89.55.
Get Our Latest Analysis on Cisco Systems
About Cisco Systems
(
Get Free Report)
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.
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