Thimaya Subaiya Sells 7,127 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 7,127 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. The trade was a 4.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Trading Down 1.9%

CSCO stock traded down $2.24 during midday trading on Wednesday, reaching $117.33. The company’s stock had a trading volume of 18,441,993 shares, compared to its average volume of 23,583,127. Cisco Systems, Inc. has a 1 year low of $65.38 and a 1 year high of $130.37. The firm has a market capitalization of $462.45 billion, a price-to-earnings ratio of 38.09, a PEG ratio of 3.06 and a beta of 1.01. The stock has a fifty day simple moving average of $103.91 and a two-hundred day simple moving average of $87.19. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.96 earnings per share. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. On average, equities research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 54.55%.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Evercore boosted their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. The Goldman Sachs Group increased their price target on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Finally, Wells Fargo & Company raised their price target on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $122.90.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is being highlighted by analysts as a beneficiary of the AI networking boom, with recent coverage pointing to strong revenue growth, rising networking demand, and solid order momentum across segments. Cisco Systems Capitalizes on AI Networking Boom: More Upside Ahead?
• Positive Sentiment: Coverage of Cisco’s partnership with AT&T on an in-car entertainment platform adds another growth angle, reinforcing the company’s role in connected-services infrastructure. Cisco Systems Inc (CSCO) Partners With AT&T. It’s About Cars
• Positive Sentiment: Equinix’s expanded collaboration with Cisco and NVIDIA to deploy secure AI factories across data centers supports the view that Cisco is well positioned in enterprise AI infrastructure. Equinix Collaborates with Cisco and NVIDIA to Deploy Secure AI Factories Across Global Data Center Footprint
• Neutral Sentiment: Several articles this morning compare Cisco’s stock performance with other technology names and discuss whether the shares still look reasonably valued after a strong rally, which may keep investors focused on valuation rather than fundamentals. Cisco Systems (CSCO) Stock After 87% One-Year Rally Is The Price Still Reasonable
• Neutral Sentiment: One commentary argues that Cisco’s AI-driven rally may already be priced in, suggesting limited near-term upside if growth expectations cool. Cisco Systems: Still Winning The AI Buildout, But Now Everyone’s Pricing It In (Rating Downgrade)
• Negative Sentiment: A Seeking Alpha piece specifically warns about the dangers of Cisco’s AI-induced rally, reflecting concerns that enthusiasm around the AI theme could make the stock vulnerable to a pullback. Cisco: The Dangers Of The AI-Induced Rally

Hedge Funds Weigh In On Cisco Systems

Large investors have recently bought and sold shares of the business. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems during the 4th quarter valued at $25,000. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Cisco Systems during the 4th quarter worth $25,000. Networth Advisors LLC lifted its stake in shares of Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after purchasing an additional 246 shares during the last quarter. Financial Life Planners bought a new stake in Cisco Systems during the first quarter valued at about $27,000. Finally, Manning & Napier Advisors LLC grew its stake in Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after purchasing an additional 200 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

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.