Cisco Systems (NASDAQ:CSCO) EVP Sells $34,376.16 in Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 312 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the sale, the executive vice president owned 127,661 shares of the company’s stock, valued at approximately $14,065,688.98. This trade represents a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $107.74 on Thursday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. Cisco Systems, Inc. has a 1 year low of $66.38 and a 1 year high of $130.37. The firm has a market capitalization of $424.77 billion, a PE ratio of 32.26, a P/E/G ratio of 2.29 and a beta of 1.00. The business’s 50 day moving average price is $113.42 and its 200-day moving average price is $104.13.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The company had revenue of $17.25 billion for 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 firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm posted $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, equities research analysts expect that Cisco Systems, Inc. will post 4.43 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Barclays lifted their price target on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Deutsche Bank Aktiengesellschaft started coverage on shares of Cisco Systems in a research note on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target for the company. Truist Financial lifted their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. KeyCorp increased 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. Finally, Wells Fargo & Company lifted their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $129.68.

More Cisco Systems News

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

• Positive Sentiment: Cisco is expanding Splunk’s AI capabilities with Tokenomics, which tracks AI spending and coding-agent usage in real time, helping customers measure costs and business value. New observability tools also monitor AI-agent performance, behavior and risks. Cisco Gains as Splunk Starts Tracking AI’s Token Bill
• Positive Sentiment: Cisco introduced AI POD for Splunk, enabling customers to run and secure Splunk AI workloads on premises. The company also expanded its NVIDIA partnership and deepened AWS ties, potentially broadening enterprise AI adoption and supporting Cisco’s target of substantial AI-related revenue growth. Cisco Delivers Trusted AI at Scale Through New Splunk Advancements
• Positive Sentiment: Management continues positioning Cisco as a cybersecurity provider for the AI era, arguing that security controls and industry collaboration must keep pace with increasingly autonomous AI agents. Cisco also joined Verizon’s 6G Innovation Forum and is researching quantum networking, adding longer-term technology options.
• Neutral Sentiment: Analysts remain broadly constructive, with a “Moderate Buy” consensus and an average price target above recent trading levels. Cisco’s $0.42 quarterly dividend, equivalent to a 1.5% yield, provides ongoing shareholder support but is unlikely to drive the day’s move.
• Negative Sentiment: Investors are questioning whether Cisco’s campus-refresh business is losing leadership or momentum, while Datadog and CrowdStrike continue developing competing observability and security products. That competition could limit the payoff from Cisco’s Splunk AI strategy.
• Negative Sentiment: Two Cisco executives sold small portions of their holdings under pre-arranged Rule 10b5-1 plans. The transactions are not necessarily a fundamental warning, but they add modest sentiment pressure. Cisco Executive Insider Sale

Institutional Investors Weigh In On Cisco Systems

Several institutional investors and hedge funds have recently modified their holdings of the company. Cozad Asset Management Inc. boosted its stake in shares of Cisco Systems by 0.3% in the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after buying an additional 87 shares during the last quarter. Dogwood Wealth Management LLC increased its position in shares of Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after acquiring an additional 90 shares during the last quarter. August Group Capital Ltd lifted its holdings in Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock worth $555,000 after acquiring an additional 91 shares during the period. Financial Insights Inc. boosted its position in Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after purchasing an additional 92 shares during the last quarter. Finally, CPA Asset Management Group LLC boosted its position in Cisco Systems by 1.8% in the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock worth $627,000 after purchasing an additional 93 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 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.