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

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at $16,890,162.87. This represents a 4.82% decrease in their position. The transaction was disclosed in a 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

NASDAQ CSCO traded down $2.24 during trading hours 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 company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company 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 firm’s 50-day moving average price is $103.91 and its 200-day moving average price is $87.19.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the firm posted $0.96 EPS. The company’s revenue was up 12.0% on a year-over-year basis. 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 fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. New Street Research boosted their target price on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. CICC Research lifted their price objective on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. The Goldman Sachs Group increased their target price on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. KeyCorp boosted their price target on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Finally, Piper Sandler increased their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $122.90.

Hedge Funds Weigh In On Cisco Systems

Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in shares of Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after acquiring an additional 4,049,893 shares during the last quarter. State Street Corp raised its position in Cisco Systems by 0.5% in the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after purchasing an additional 1,057,962 shares during the period. Morgan Stanley lifted its stake in Cisco Systems by 0.3% in the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after purchasing an additional 206,352 shares during the last quarter. Invesco Ltd. boosted its position in shares of Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after buying an additional 6,224,062 shares during the period. Finally, Norges Bank purchased a new position in shares of Cisco Systems during the fourth quarter valued at approximately $4,473,272,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Roundup

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

Cisco Systems Company Profile

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.