Key Points
- Cisco EVP Thimaya Subaiya sold 5,832 shares for approximately $650,000 at an average price of $111.47 under a pre-arranged Rule 10b5-1 trading plan, reducing his holdings by 4.35%.
- Cisco reported quarterly revenue of $17.25 billion and EPS of $1.22, exceeding analyst expectations, with revenue up 17.6% year over year.
- The company declared a quarterly dividend of $0.42 per share, while analysts maintained a generally positive outlook with a consensus rating of “Moderate Buy” and an average price target of $129.43.
Cisco Systems, Inc. (NASDAQ:CSCO - Get Free Report) EVP Thimaya Subaiya sold 5,832 shares of the firm's stock in a transaction that occurred 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 transaction, the executive vice president directly owned 128,382 shares of the company's stock, valued at approximately $14,310,741.54. The trade was a 4.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Cisco Systems Trading Down 0.9%
Shares of CSCO stock opened at $109.59 on Friday. Cisco Systems, Inc. has a fifty-two week low of $66.13 and a fifty-two week high of $130.37. The company has a 50 day moving average price of $116.22 and a 200 day moving average price of $100.16. The stock has a market capitalization of $431.94 billion, a P/E ratio of 32.81, a price-to-earnings-growth ratio of 2.35 and a beta of 1.02. 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 - Get Free Report) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same period in the prior year, the business earned $0.99 EPS. The firm's quarterly revenue was up 17.6% on a year-over-year basis. 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. Equities research analysts predict that Cisco Systems, Inc. will post 4.09 EPS for the current fiscal year.
Cisco Systems Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems's dividend payout ratio (DPR) is presently 50.30%.
Analyst Ratings Changes
Several equities research analysts have weighed in on the company. Morgan Stanley upped their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an "overweight" rating in a report on Thursday, August 13th. Truist Financial lifted their price objective on Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a research note on Thursday, August 13th. Bank of America boosted their price objective on Cisco Systems from $135.00 to $150.00 and gave the stock a "buy" rating in a research report on Monday, June 8th. Rosenblatt Securities upped their target price on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a "buy" rating in a research note on Thursday, August 13th. Finally, Argus raised their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a "buy" rating in a report on Tuesday, May 19th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $129.43.
Check Out Our Latest Analysis on Cisco Systems
Hedge Funds Weigh In On Cisco Systems
Several large investors have recently bought and sold shares of CSCO. Bridgewater Advisors Inc. purchased a new stake in shares of Cisco Systems in the second quarter worth about $6,442,000. World Investment Advisors raised its holdings in shares of Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider's stock valued at $8,266,000 after buying an additional 54,141 shares during the period. Vise Technologies Inc. lifted its position in Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider's stock worth $15,432,000 after acquiring an additional 64,144 shares in the last quarter. Finally, ABN AMRO Bank N.V. acquired a new position in Cisco Systems during the 2nd quarter worth approximately $19,114,000. Hedge funds and other institutional investors own 73.33% of the company's stock.
Key Headlines Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
- Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
- Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
- Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
- Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings
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.
Recommended Stories
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
