Cisco Systems (NASDAQ:CSCO) Director Michael Capellas Sells 16,150 Shares

Cisco Systems, Inc. (NASDAQ:CSCO) Director Michael Capellas sold 16,150 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the sale, the director owned 157,218 shares in the company, valued at $12,149,807.04. The trade was a 9.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink.

Cisco Systems Trading Up 1.9%

Shares of CSCO stock opened at $78.42 on Friday. The stock has a market capitalization of $309.84 billion, a price-to-earnings ratio of 29.48, a PEG ratio of 2.91 and a beta of 0.87. The company’s fifty day simple moving average is $74.59 and its two-hundred day simple moving average is $70.17. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $80.82. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. The firm had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period last year, the company earned $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. As a group, analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Key Cisco Systems News

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

Hedge Funds Weigh In On Cisco Systems

Institutional investors have recently modified their holdings of the company. Avantax Advisory Services Inc. raised its position in shares of Cisco Systems by 1.1% during the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after purchasing an additional 4,525 shares during the period. Drive Wealth Management LLC raised its holdings in Cisco Systems by 2.7% during the second quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock valued at $1,152,000 after acquiring an additional 436 shares during the period. Shell Asset Management Co. boosted its stake in shares of Cisco Systems by 53.3% in the second quarter. Shell Asset Management Co. now owns 77,234 shares of the network equipment provider’s stock worth $5,358,000 after acquiring an additional 26,840 shares during the period. Guinness Asset Management LTD grew its position in shares of Cisco Systems by 15.9% during the second quarter. Guinness Asset Management LTD now owns 4,389,728 shares of the network equipment provider’s stock worth $304,451,000 after purchasing an additional 603,131 shares in the last quarter. Finally, Geode Capital Management LLC raised its stake in Cisco Systems by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after purchasing an additional 1,157,704 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have commented on CSCO. Evercore ISI raised their price target on shares of Cisco Systems from $74.00 to $80.00 and gave the company an “in-line” rating in a report on Thursday, November 13th. Citigroup increased their price objective on Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Argus boosted their target price on Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Morgan Stanley upped their target price on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Rosenblatt Securities lifted their price target on Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Seventeen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $84.55.

About Cisco Systems

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.