Insider Selling: Cisco Systems (NASDAQ:CSCO) EVP Sells 6,586 Shares of Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Deborah Stahlkopf sold 6,586 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. The trade was a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Price Performance

Shares of CSCO traded down $3.50 during midday trading on Tuesday, reaching $115.38. The stock had a trading volume of 32,496,064 shares, compared to its average volume of 23,426,717. The company’s 50-day moving average is $86.18 and its 200 day moving average is $80.33. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $119.39. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $455.74 billion, a price-to-earnings ratio of 37.46, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the prior year, the business earned $0.96 EPS. The company’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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 analysts predict that Cisco Systems, Inc. will post 3.42 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 issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 54.55%.

Key Cisco Systems News

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

• Positive Sentiment: HSBC upgraded Cisco to Buy from Hold and nearly doubled its price target to $137 from $77, reinforcing the bullish case after earnings. HSBC nearly doubles Cisco stock price target for 2026
• Positive Sentiment: Argus also raised its target to $150 and kept a Buy rating, while CICC Research lifted its target to $125 with an Outperform rating, adding to analyst momentum. Argus adjusts price target on Cisco Systems to 150 from 100
• Positive Sentiment: Cisco’s latest quarterly report beat expectations on both revenue and EPS, and management raised guidance, with AI infrastructure orders now expected to reach $9 billion in fiscal 2026. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?
• Positive Sentiment: Several articles highlighted Cisco as a beneficiary of surging AI networking demand and hyperscaler orders, with a restructuring that focuses investment on silicon, optics, security, and AI-related products. Cisco Job Cuts Reshape AI Infrastructure And Security Investment Story
• Neutral Sentiment: Cisco remains one of the most-watched stocks among investors and has been featured in several “best ideas” and AI-infrastructure comparisons, which helps keep attention on the name but does not add new fundamental news. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Some commentary questioned whether Cisco’s free cash flow and margins have peaked, but this appears secondary to the stronger earnings and guidance narrative. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

Analysts Set New Price Targets

CSCO has been the topic of several analyst reports. Citigroup lifted their price objective on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. lifted their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. BNP Paribas Exane lifted their price objective on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, Wells Fargo & Company lifted their price objective on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $118.14.

Institutional Trading of Cisco Systems

Large investors have recently modified their holdings of the business. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems in the fourth quarter worth about $25,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems in the fourth quarter worth about $25,000. Networth Advisors LLC grew its stake in shares of Cisco Systems by 276.4% in the first 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. Manning & Napier Advisors LLC grew its stake in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the last quarter. Finally, Financial Life Planners bought a new stake in shares of Cisco Systems in the first quarter worth about $27,000. 73.33% of the stock is owned by institutional investors.

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.