Key Points
- Cisco EVP Deborah Stahlkopf sold 6,586 shares on May 15 at an average price of $117.31, for proceeds of about $772,604. The sale was made under a pre-arranged Rule 10b5-1 trading plan.
- After the transaction, Stahlkopf still held 177,223 Cisco shares, valued at roughly $20.8 million, and her stake fell by 3.58%. The filing was disclosed in SEC records.
- Cisco stock has been strong recently, with the shares near their 52-week high and analysts largely bullish after the company beat earnings and revenue expectations and raised guidance. The company also recently announced a quarterly dividend of $0.42 per share.
Cisco Systems, Inc. (NASDAQ:CSCO - Get Free Report) EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president directly owned 180,877 shares of the company's stock, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Oliver Tuszik also recently made the following trade(s):
- On Wednesday, March 18th, Oliver Tuszik sold 3,132 shares of Cisco Systems stock. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68.
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 company has a 50 day moving average of $86.92 and a two-hundred day moving average of $80.64. The company 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 - Get Free Report) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (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 company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the company earned $0.96 earnings per share. Cisco Systems's revenue for the quarter was up 12.0% on a year-over-year basis. 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. As a group, analysts forecast that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal year.
Cisco Systems Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems's dividend payout ratio (DPR) is 54.55%.
Institutional Trading of Cisco Systems
Hedge funds have recently made changes to their positions in the stock. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of Cisco Systems by 6.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider's stock valued at $218,236,000 after purchasing an additional 205,043 shares in the last quarter. World Investment Advisors raised its stake in shares of Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $13,905,000 after purchasing an additional 26,455 shares in the last quarter. Jones Financial Companies Lllp raised its stake in shares of Cisco Systems by 8.9% during the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider's stock valued at $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Rockland Trust Co. raised its stake in shares of Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider's stock valued at $1,402,000 after purchasing an additional 13,966 shares in the last quarter. Finally, Thrivent Financial for Lutherans raised its stake in shares of Cisco Systems by 40.0% during the third quarter. Thrivent Financial for Lutherans now owns 3,490,482 shares of the network equipment provider's stock valued at $238,818,000 after purchasing an additional 997,738 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.
Cisco Systems News Summary
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?
Wall Street Analysts Forecast Growth
Several brokerages have issued reports on CSCO. KeyCorp increased their price objective on shares of Cisco Systems from $87.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, May 14th. Weiss Ratings downgraded shares of Cisco Systems from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday. The Goldman Sachs Group increased their price objective on shares of Cisco Systems from $75.00 to $116.00 and gave the company a "neutral" rating in a research report on Thursday, May 14th. Zacks Research downgraded shares of Cisco Systems from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 13th. Finally, Bank of America raised their price target on shares of Cisco Systems from $95.00 to $114.00 and gave the stock a "buy" rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems currently has an average rating of "Moderate Buy" and a consensus price target of $118.14.
Read Our Latest Stock Analysis on CSCO
Cisco Systems Company Profile
(
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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