Cisco Systems (NASDAQ:CSCO) Updates Q4 2025 Earnings Guidance

Cisco Systems (NASDAQ:CSCO) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.960-0.980 for the period, compared to the consensus earnings per share estimate of 0.950. The company issued revenue guidance of $14.5 billion-$14.7 billion, compared to the consensus revenue estimate of $14.5 billion. Cisco Systems also updated its FY 2025 guidance to 3.770-3.790 EPS.

Analyst Ratings Changes

Several equities analysts have weighed in on CSCO shares. Wells Fargo & Company upgraded Cisco Systems from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $72.00 to $75.00 in a report on Thursday. DZ Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research note on Tuesday, February 18th. StockNews.com downgraded shares of Cisco Systems from a “strong-buy” rating to a “buy” rating in a report on Wednesday, March 5th. Barclays lifted their target price on Cisco Systems from $61.00 to $66.00 and gave the stock an “equal weight” rating in a report on Thursday. Finally, JPMorgan Chase & Co. increased their price target on Cisco Systems from $70.00 to $73.00 and gave the company an “overweight” rating in a report on Thursday. Six equities research analysts have rated the stock with a hold rating, sixteen have given a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $66.53.

Cisco Systems Stock Up 4.8%

Shares of Cisco Systems stock opened at $64.26 on Friday. Cisco Systems has a 52-week low of $44.50 and a 52-week high of $66.50. The firm’s 50 day moving average price is $58.69 and its 200-day moving average price is $59.60. The company has a quick ratio of 0.79, a current ratio of 0.87 and a debt-to-equity ratio of 0.43. The company has a market cap of $255.65 billion, a P/E ratio of 28.06, a PEG ratio of 4.16 and a beta of 0.89.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 14th. The network equipment provider reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.91 by $0.05. The business had revenue of $14.15 billion during the quarter, compared to analyst estimates of $14.05 billion. Cisco Systems had a return on equity of 26.08% and a net margin of 16.96%. During the same quarter last year, the business posted $0.88 EPS. On average, sell-side analysts predict that Cisco Systems will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 23rd. Investors of record on Thursday, July 3rd will be paid a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a yield of 2.55%. The ex-dividend date of this dividend is Thursday, July 3rd. Cisco Systems’s dividend payout ratio is presently 71.62%.

Cisco Systems announced that its Board of Directors has initiated a stock repurchase program on Wednesday, February 12th that allows the company to buyback $15.00 billion in outstanding shares. This buyback authorization allows the network equipment provider to reacquire up to 6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 2,065 shares of the firm’s stock in a transaction that occurred on Wednesday, March 12th. The shares were sold at an average price of $60.70, for a total value of $125,345.50. Following the transaction, the executive vice president now directly owns 191,184 shares of the company’s stock, valued at $11,604,868.80. This trade represents a 1.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 762 shares of the company’s stock in a transaction dated Wednesday, March 12th. The shares were sold at an average price of $60.99, for a total transaction of $46,474.38. Following the completion of the sale, the senior vice president now directly owns 44,155 shares of the company’s stock, valued at $2,693,013.45. This represents a 1.70% decrease in their position. The disclosure for this sale can be found here. Insiders sold 14,635 shares of company stock valued at $931,901 over the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Cisco Systems

A hedge fund recently raised its stake in Cisco Systems stock. Revolve Wealth Partners LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 37.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,156 shares of the network equipment provider’s stock after buying an additional 2,474 shares during the quarter. Revolve Wealth Partners LLC’s holdings in Cisco Systems were worth $542,000 at the end of the most recent quarter. Institutional investors own 73.33% of the company’s stock.

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.