Q3 EPS Estimates for Cisco Systems Boosted by William Blair

Cisco Systems, Inc. (NASDAQ:CSCO) – William Blair increased their Q3 2025 earnings per share (EPS) estimates for shares of Cisco Systems in a report issued on Thursday, February 13th. William Blair analyst J. Ader now expects that the network equipment provider will post earnings of $0.77 per share for the quarter, up from their previous estimate of $0.74. The consensus estimate for Cisco Systems’ current full-year earnings is $2.97 per share. William Blair also issued estimates for Cisco Systems’ FY2027 earnings at $3.60 EPS.

Several other research analysts have also recently weighed in on the company. Wells Fargo & Company boosted their target price on Cisco Systems from $60.00 to $72.00 and gave the stock an “equal weight” rating in a report on Thursday, February 13th. Melius Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 6th. Barclays upped their price objective on Cisco Systems from $56.00 to $61.00 and gave the company an “equal weight” rating in a report on Thursday, February 13th. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $69.00 to $73.00 and gave the company an “overweight” rating in a report on Thursday, February 13th. Finally, Morgan Stanley upped their price objective on Cisco Systems from $62.00 to $68.00 and gave the company an “overweight” rating in a report on Tuesday, December 17th. Seven research analysts have rated the stock with a hold rating, fourteen have given a buy rating and three have assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $66.53.

Cisco Systems Trading Down 0.4 %

Shares of Cisco Systems stock opened at $64.59 on Monday. The stock has a market cap of $257.25 billion, a P/E ratio of 27.72, a P/E/G ratio of 4.63 and a beta of 0.84. The stock’s 50 day simple moving average is $60.19 and its 200-day simple moving average is $55.76. Cisco Systems has a 1-year low of $44.50 and a 1-year high of $66.50. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.88 and a quick ratio of 0.80.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 12th. The network equipment provider reported $0.77 earnings per share for the quarter, missing the consensus estimate of $0.91 by ($0.14). Cisco Systems had a return on equity of 25.70% and a net margin of 17.73%.

Institutional Trading of Cisco Systems

Several large investors have recently modified their holdings of CSCO. FPC Investment Advisory Inc. bought a new stake in shares of Cisco Systems during the 4th quarter worth $26,000. Navigoe LLC acquired a new position in Cisco Systems during the 4th quarter valued at $26,000. Mpwm Advisory Solutions LLC acquired a new position in Cisco Systems during the 4th quarter valued at $26,000. JDM Financial Group LLC raised its stake in Cisco Systems by 160.4% during the 4th quarter. JDM Financial Group LLC now owns 487 shares of the network equipment provider’s stock valued at $29,000 after purchasing an additional 300 shares during the last quarter. Finally, Runnymede Capital Advisors Inc. acquired a new position in Cisco Systems during the 4th quarter valued at $30,000. 73.33% of the stock is owned by institutional investors.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 3,042 shares of the business’s stock in a transaction that occurred on Thursday, December 12th. The shares were sold at an average price of $59.19, for a total transaction of $180,055.98. Following the transaction, the executive vice president now directly owns 207,798 shares of the company’s stock, valued at approximately $12,299,563.62. The trade was a 1.44 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Richard Scott Herren sold 19,929 shares of the business’s stock in a transaction that occurred on Friday, February 14th. The shares were sold at an average price of $64.41, for a total transaction of $1,283,626.89. Following the transaction, the chief financial officer now directly owns 335,605 shares in the company, valued at $21,616,318.05. The trade was a 5.61 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 67,921 shares of company stock worth $4,298,667 over the last 90 days. 0.01% of the stock is owned by company insiders.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 23rd. Stockholders of record on Thursday, April 3rd will be issued a dividend of $0.41 per share. The ex-dividend date of this dividend is Thursday, April 3rd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.54%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.40. Cisco Systems’s payout ratio is currently 68.67%.

Cisco Systems declared that its board has approved a stock buyback plan on Wednesday, February 12th that authorizes the company to buyback $15.00 billion in shares. This buyback authorization authorizes the network equipment provider to purchase up to 6% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board of directors believes its shares are undervalued.

About Cisco Systems

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.