Cisco Systems (NASDAQ:CSCO) EVP Thimaya Subaiya Sells 5,832 Shares

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 5,832 shares of the business’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total transaction of $650,093.04. Following the transaction, the executive vice president directly owned 128,382 shares in the company, valued at approximately $14,310,741.54. The trade was a 4.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Trading Down 0.9%

Shares of CSCO opened at $109.59 on Friday. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The firm has a market capitalization of $431.94 billion, a P/E ratio of 32.81, a P/E/G ratio of 2.35 and a beta of 1.02. The firm has a 50-day moving average price of $116.22 and a 200 day moving average price of $100.16. 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 issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. During the same period in the previous year, the firm earned $0.99 earnings per share. Cisco Systems’s quarterly revenue was up 17.6% compared to the same quarter last year. 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. Sell-side analysts forecast that Cisco Systems, Inc. will post 4.09 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s dividend payout ratio is currently 50.30%.

Institutional Trading of Cisco Systems

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CSCO. Emergent Wealth Advisors LLC lifted its stake in Cisco Systems by 1.8% during the second quarter. Emergent Wealth Advisors LLC now owns 12,732 shares of the network equipment provider’s stock worth $1,491,000 after purchasing an additional 222 shares in the last quarter. Firestone Capital Management purchased a new position in shares of Cisco Systems during the second quarter worth $251,000. Natural Investments LLC grew its stake in shares of Cisco Systems by 3.3% in the second quarter. Natural Investments LLC now owns 16,082 shares of the network equipment provider’s stock valued at $1,888,000 after buying an additional 510 shares in the last quarter. Briaud Financial Planning Inc acquired a new stake in shares of Cisco Systems in the second quarter valued at $285,000. Finally, Symphony Financial Ltd. Co. raised its holdings in shares of Cisco Systems by 21.5% in the 2nd quarter. Symphony Financial Ltd. Co. now owns 5,998 shares of the network equipment provider’s stock valued at $705,000 after buying an additional 1,060 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
• Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings

Wall Street Analyst Weigh In

CSCO has been the subject of several recent analyst reports. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. Truist Financial upped their price target on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Piper Sandler increased their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Finally, KeyCorp boosted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $129.43.

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.