Cisco Systems (NASDAQ:CSCO) EVP Sells $650,093.04 in Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 5,832 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total value of $650,093.04. Following the completion of the sale, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. This trade represents a 4.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Price Performance

Shares of CSCO stock traded down $0.96 during mid-day trading on Thursday, reaching $109.59. The stock had a trading volume of 12,624,528 shares, compared to its average volume of 23,676,635. The company has a market cap of $431.94 billion, a P/E ratio of 32.81, a price-to-earnings-growth ratio of 2.38 and a beta of 1.02. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The business has a 50-day simple moving average of $116.47 and a 200 day simple moving average of $99.94.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business’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 firm 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. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders 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 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is 50.30%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure demand remains a major growth driver. Cisco reported approximately $4 billion in AI infrastructure orders during the quarter, helping produce record fiscal-year results. Revenue increased 17.6% year over year to $17.25 billion, while adjusted earnings per share exceeded analyst expectations. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Bank of America reiterated a Buy rating and a $150 price target, indicating confidence that Cisco’s AI networking opportunity can support further upside, although execution on a key business issue remains important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Cisco is being highlighted as a potential beneficiary of the streaming infrastructure boom. Demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could create additional opportunities beyond its core networking and security businesses. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: A new update from a leading analyst could influence sentiment, but the available report does not specify whether the recommendation or price target changed. Cisco Receives a Rating Update
• Negative Sentiment: Shares have weakened following earnings because investors are concerned about margin pressure, softer recurring-growth trends and a premium valuation, even with strong AI demand and revenue growth. Analysts characterized the setup as more suitable for a hold than an aggressive buy. Cisco Drops After Q4 Earnings
• Negative Sentiment: Reported insider selling is adding a near-term confidence concern and has been associated with additional selling pressure in the stock. Cisco Shares Down After Insider Selling

Institutional Trading of Cisco Systems

Several hedge funds and other institutional investors have recently bought and sold shares of CSCO. Bridgewater Advisors Inc. purchased a new position in Cisco Systems in the second quarter valued at approximately $6,442,000. World Investment Advisors increased its position in shares of Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after acquiring an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC raised its stake in shares of 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 acquiring an additional 54,141 shares during the period. Vise Technologies Inc. lifted its holdings in shares of Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $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 shares of Cisco Systems during the 2nd quarter valued at $19,114,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Citigroup lifted their price objective on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Piper Sandler increased their target price on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Saturday, August 15th. Citic Securities upped their price objective on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Finally, Rosenblatt Securities increased their price objective on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.

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.