Thimaya Subaiya Sells 312 Shares of Cisco Systems (NASDAQ:CSCO) Stock

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

Cisco Systems Price Performance

Shares of CSCO opened at $110.07 on Wednesday. The stock has a market cap of $433.96 billion, a P/E ratio of 32.96, a price-to-earnings-growth ratio of 2.29 and a beta of 1.00. Cisco Systems, Inc. has a 1 year low of $66.38 and a 1 year high of $130.37. The stock’s 50-day moving average price is $113.54 and its two-hundred day moving average price is $103.93. 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 (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The company had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the prior year, the business posted $0.99 EPS. Cisco Systems’s revenue was up 17.6% on a year-over-year basis. 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, equities analysts predict that Cisco Systems, Inc. will post 4.43 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Barclays upped their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research report on Thursday, August 13th. Freedom Capital raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Bank of America increased their price target on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Wells Fargo & Company raised their price target on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Finally, Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $129.68.

Cisco Systems News Summary

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

• Positive Sentiment: Expanded Splunk AI and NVIDIA partnership: Cisco introduced the Cisco AI POD for Splunk, enabling customers to run, secure and monitor AI workloads on-premises. The expanded NVIDIA relationship also brings agentic AI capabilities to Splunk customers, potentially supporting Cisco’s goal of significantly increasing AI-related revenue. Cisco Delivers Trusted AI at Scale Through New Splunk Advancements
• Positive Sentiment: Enterprise AI cost and security tools: Splunk’s new Tokenomics product tracks AI spending and coding-agent usage in real time, while additional observability tools monitor AI-agent behavior, performance and risks. These offerings could make Cisco’s cybersecurity and observability portfolio more valuable as businesses deploy AI. Cisco Systems Stock: Splunk Deepens NVIDIA and AWS Ties for Enterprise AI Tools
• Neutral Sentiment: Longer-term technology initiatives: Cisco joined Verizon’s 6G Innovation Forum and is researching distributed quantum networking with Infleqtion. These projects strengthen Cisco’s positioning in next-generation infrastructure but are unlikely to materially affect near-term results. Cisco Takes a Formal Role in 6G and Quantum Networking
• Neutral Sentiment: Insider sales were limited: Executives Oliver Tuszik and Thimaya Subaiya sold small portions of their holdings under pre-arranged Rule 10b5-1 plans. The transactions are unlikely to signal a meaningful change in management’s outlook. Cisco EVP Insider Sale
• Negative Sentiment: Core networking concerns: Commentary questioning why Cisco no longer leads with its campus-refresh business may raise concerns that the company is shifting attention away from a traditional networking growth engine, or that campus demand is moderating. Why Did Cisco Stop Leading With Its Campus Refresh?

Hedge Funds Weigh In On Cisco Systems

A number of large investors have recently added to or reduced their stakes in CSCO. BlackRock Inc. acquired a new position in Cisco Systems during the second quarter worth $42,129,647,000. Norges Bank acquired a new stake in Cisco Systems in the 4th quarter valued at $4,473,272,000. Auto Owners Insurance Co lifted its position in Cisco Systems by 8,718.3% during the 4th quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after buying an additional 51,363,281 shares in the last quarter. Bank of America Corp DE acquired a new position in shares of Cisco Systems during the 2nd quarter worth about $5,892,379,000. Finally, Bank of New York Mellon Corp bought a new position in shares of Cisco Systems in the 2nd quarter valued at about $4,714,574,000. 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.