Cisco Systems (NASDAQ:CSCO) Director Michael Capellas Sells 10,850 Shares

Cisco Systems, Inc. (NASDAQ:CSCO) Director Michael Capellas sold 10,850 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. This represents a 6.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Cisco Systems Trading Up 1.9%

Cisco Systems stock traded up $1.47 during trading hours on Friday, hitting $78.42. The company had a trading volume of 84,387,443 shares, compared to its average volume of 21,151,119. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The firm has a market cap of $309.84 billion, a P/E ratio of 29.48, a P/E/G ratio of 2.87 and a beta of 0.87. The company has a 50-day moving average price of $74.38 and a two-hundred day moving average price of $70.07. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $80.82.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The company’s revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be issued a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s dividend payout ratio is currently 61.65%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. JPMorgan Chase & Co. lifted their price objective on Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Wells Fargo & Company raised their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Argus upped their price target on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Morgan Stanley increased their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Thursday, October 30th. Seventeen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $84.55.

Key Stores Impacting Cisco Systems

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Institutional Investors Weigh In On Cisco Systems

A number of hedge funds and other institutional investors have recently bought and sold shares of CSCO. Vanguard Group Inc. boosted its position in shares of Cisco Systems by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after purchasing an additional 5,039,714 shares in the last quarter. State Street Corp boosted its holdings in Cisco Systems by 0.6% in the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after acquiring an additional 1,067,872 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after acquiring an additional 1,157,704 shares during the last quarter. Norges Bank purchased a new stake in shares of Cisco Systems during the second quarter worth about $3,816,825,000. Finally, Invesco Ltd. increased its holdings in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares in 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.