Cisco Systems (NASDAQ:CSCO) Shares Up 1.8% – What’s Next?

Shares of Cisco Systems, Inc. (NASDAQ:CSCO) traded up 1.8% on Monday . The company traded as high as $111.50 and last traded at $111.46. 21,167,685 shares changed hands during trading, a decline of 7% from the average daily volume of 22,663,857 shares. The stock had previously closed at $109.51.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Analyst sentiment improves: Wall Street Zen upgraded Cisco to Buy, while MarketBeat identified the company as one of five dividend stocks combining income, earnings growth, and Moderate Buy analyst support. Wall Street Zen Upgrades Cisco Systems to Buy Five Dividend Stocks That Combine Income, Earnings Growth, and Wall Street Support
• Positive Sentiment: AI and cybersecurity exposure: Cisco is highlighted as a partner in NVIDIA’s expanding cybersecurity push. The relationship could support demand for Cisco’s security products and reinforce its positioning in AI-related infrastructure. These Three Stocks Sit at the Center of NVIDIA’s Cybersecurity Push
• Positive Sentiment: Solid operating backdrop: Cisco’s latest reported quarter exceeded consensus expectations for both earnings and revenue, with sales up 17.6% year over year. Management’s fiscal-year guidance and the company’s dividend profile provide additional support for investor interest.
• Neutral Sentiment: Increased investor attention: Cisco has become a trending stock on Zacks, but the coverage primarily advises investors to evaluate earnings estimates, valuation, and business prospects rather than announcing a new catalyst. Here Is What to Know Beyond Why Cisco Systems Is a Trending Stock
• Negative Sentiment: Competitive and valuation risks: Articles comparing Cisco with Arista Networks, Dell, and other AI infrastructure companies underscore the risk that faster-growing rivals could capture more AI-related spending. Commentary also cautions that Cisco’s growth history and current valuation may limit upside if expansion slows. Dell Rides on Growing AI Clientele Two Growth Stocks with All-Star Potential and One We Avoid

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. KeyCorp lifted their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Wells Fargo & Company upped their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. The Goldman Sachs Group boosted their price target on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Finally, Wall Street Zen upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Sunday. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Cisco Systems Stock Up 1.8%

The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The stock has a market cap of $439.44 billion, a price-to-earnings ratio of 33.37, a price-to-earnings-growth ratio of 2.28 and a beta of 1.00. The firm has a 50 day simple moving average of $113.03 and a two-hundred day simple moving average of $104.56.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company 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. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 4.43 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a 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%.

Insider Buying and Selling

In other news, CEO Charles Robbins sold 21,628 shares of Cisco Systems stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the transaction, the chief executive officer directly owned 602,710 shares of the company’s stock, valued at $67,226,273.40. This trade represents a 3.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 312 shares of Cisco Systems stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the transaction, the executive vice president owned 127,661 shares in the company, valued at approximately $14,065,688.98. This represents a 0.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 44,869 shares of company stock valued at $5,005,620. 0.01% of the stock is owned by company insiders.

Institutional Investors Weigh In On Cisco Systems

Large investors have recently made changes to their positions in the stock. Bridgewater Advisors Inc. acquired a new stake in shares of Cisco Systems during the 2nd quarter worth about $6,442,000. WCG Wealth Advisors LLC grew its stake in Cisco Systems by 101.8% in 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 last quarter. Beacon Pointe Advisors LLC acquired a new stake in Cisco Systems during the second quarter worth approximately $60,009,000. Vise Technologies Inc. lifted its position in Cisco Systems by 47.1% during the fourth 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 during the last quarter. Finally, ABN AMRO Bank N.V. bought a new stake in shares of Cisco Systems during the second quarter worth approximately $19,114,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

About Cisco Systems

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.