Key Points
- EVP Deborah Stahlkopf sold 7,981 shares on March 17 at an average price of $79.50 for $634,489.50, trimming her position by 4.09% to 187,097 shares (≈$14.87M).
- Cisco topped expectations for the quarter with $1.04 EPS vs $1.02 expected and revenue of $15.35 billion (vs $15.11B), a 9.7% year‑over‑year revenue increase.
- The board raised the quarterly dividend to $0.42 (annualized $1.68), with an ex‑dividend date of April 2 and a yield of about 2.1%.
Cisco Systems, Inc. (NASDAQ:CSCO - Get Free Report) EVP Oliver Tuszik sold 3,132 shares of the company's stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares of the company's stock, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
Cisco Systems Trading Up 1.2%
Shares of Cisco Systems stock opened at $78.51 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The firm has a market capitalization of $310.11 billion, a PE ratio of 27.55, a P/E/G ratio of 2.93 and a beta of 0.87. The firm's 50-day moving average price is $78.31 and its 200 day moving average price is $74.72.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analysts' expectations of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business's revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.94 earnings per share. On average, sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.
Cisco Systems Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.1%. This is an increase from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's dividend payout ratio is currently 57.54%.
Key Stories Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco launched a 10‑year "40 Communities" initiative to strengthen emergency connectivity, disaster response networks and local digital/cybersecurity skills — a strategic CSR move that can drive long‑term demand for networking and public‑sector contracts and improves investor perception of sustainable revenue streams. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
- Positive Sentiment: Broader sector commentary highlighting AI, cybersecurity and infrastructure as top thematic winners supports demand expectations for Cisco’s networking and security product lines — a tailwind for sentiment on CSCO as an AI‑infrastructure/ cyber play. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
- Positive Sentiment: Technical/market commentary suggests Cisco could clear overhead resistance, which can attract momentum traders and short‑covering flows on positive intraday moves. Blue-Chip Tech Stock Could Topple Overhead Resistance
- Neutral Sentiment: Reported short‑interest figures in the March update show no meaningful short position (data appear anomalous/zero), so short‑squeeze dynamics are not a material driver currently.
- Neutral Sentiment: Coverage about suppliers (e.g., Jabil) highlights supply‑chain/AI infrastructure demand that indirectly supports Cisco but doesn't change Cisco's near‑term fundamentals. Jabil Quietly Manufactures an Accelerating Stock Price Rally
- Neutral Sentiment: Analysis noting Cisco’s recent price weakness tracking the Nasdaq indicates some index‑level pressure but not company‑specific deterioration. Cisco Systems Price Decline Meets Nasdaq Composite Trends
- Negative Sentiment: Insider selling: two executive vice presidents disclosed sales (Oliver Tuszik sold 3,132 shares; Deborah L. Stahlkopf sold 7,981 shares). While sizes are modest relative to total holdings, insider sales can weigh on sentiment when clustered. SEC filing - Oliver Tuszik sale SEC filing - Deborah L. Stahlkopf sale
- Negative Sentiment: Valuation note: analysis arguing Cisco appears expensive on a price‑to‑sales basis flags potential upside limits and could temper buying from value‑focused investors despite growth in AI/networking demand. Cisco is Overvalued at 4.95X PS
Analysts Set New Price Targets
A number of equities research analysts have recently issued reports on CSCO shares. BNP Paribas Exane upped their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Evercore raised shares of Cisco Systems from an "in-line" rating to an "outperform" rating and raised their price target for the stock from $80.00 to $100.00 in a research note on Monday, January 26th. Wall Street Zen lowered shares of Cisco Systems from a "buy" rating to a "hold" rating in a research report on Saturday, March 14th. President Capital cut their price objective on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Finally, Morgan Stanley raised their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an "overweight" rating in a research note on Wednesday, December 17th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of "Moderate Buy" and an average price target of $89.55.
Read Our Latest Research Report on CSCO
Institutional Inflows and Outflows
Institutional investors have recently modified their holdings of the stock. Cornerstone Planning LLC purchased a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $3,637,000. Rockefeller Capital Management L.P. raised its position in shares of Cisco Systems by 25.6% during the 4th quarter. Rockefeller Capital Management L.P. now owns 2,484,176 shares of the network equipment provider's stock valued at $191,356,000 after buying an additional 506,128 shares during the period. Bank of New Hampshire lifted its holdings in Cisco Systems by 8.0% in the fourth quarter. Bank of New Hampshire now owns 19,337 shares of the network equipment provider's stock valued at $1,490,000 after acquiring an additional 1,435 shares during the last quarter. Osbon Capital Management LLC acquired a new position in Cisco Systems in the fourth quarter valued at approximately $32,000. Finally, Fund Advisors of America Inc FL purchased a new position in Cisco Systems in the fourth quarter worth approximately $719,000. Hedge funds and other institutional investors own 73.33% of the company's stock.
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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