Thimaya Subaiya Sells 1,744 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 1,744 shares of the company’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Cisco Systems Stock Up 0.8%

Shares of NASDAQ CSCO opened at $78.33 on Friday. The stock has a market capitalization of $309.39 billion, a price-to-earnings ratio of 27.48, a price-to-earnings-growth ratio of 2.94 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 firm has a 50-day moving average price of $78.02 and a 200 day moving average price of $74.45. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same period in the prior year, the business posted $0.94 earnings per share. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Wall Street Analysts Forecast Growth

CSCO has been the subject of several research reports. CICC Research lifted their price objective on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and upped their target price for the company from $80.00 to $100.00 in a report on Monday, January 26th. JPMorgan Chase & Co. boosted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. President Capital lowered their price objective on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Finally, UBS Group raised their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Three investment 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 stock. According to MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

More Cisco Systems News

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi?Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

Hedge Funds Weigh In On Cisco Systems

A number of large investors have recently bought and sold shares of CSCO. Bare Financial Services Inc increased its holdings in shares of Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares during the last quarter. Marquette Asset Management LLC acquired a new position in Cisco Systems in the third quarter valued at $25,000. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems in the fourth quarter valued at $25,000. Intesa Sanpaolo Wealth Management purchased a new stake in Cisco Systems during the fourth quarter valued at about $25,000. Finally, Lowe Wealth Advisors LLC increased its stake in Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Company Profile

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.