Thimaya Subaiya Sells 1,744 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Thimaya Subaiya sold 1,744 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This trade represents a 1.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO traded down $0.36 during trading on Thursday, hitting $77.74. 19,967,452 shares of the company were exchanged, compared to its average volume of 23,648,996. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The company has a market capitalization of $307.06 billion, a P/E ratio of 27.28, a price-to-earnings-growth ratio of 2.94 and a beta of 0.87. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The business’s 50 day moving average is $77.96 and its 200-day moving average is $74.35.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.94 EPS. Equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Cisco Systems News Summary

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

• Positive Sentiment: Q2 beat-and-raise: Cisco reported record FQ2 revenue and EPS, topped guidance, and raised AI order expectations (AI orders surged ~61% to $2.1B; management now targets >$5B annual AI orders), supporting a multi-year growth narrative around AI infrastructure. Cisco Q2: The Valuation Makes No Sense
• Positive Sentiment: Market recognition of networking + AI momentum: Coverage and headlines highlight the beat-and-raise and investor interest in Cisco’s AI and networking businesses, which can support multiple expansion over time if execution continues. Cisco Systems (CSCO) Rallies After Beat-and-Raise Quarter Driven by Networking and AI Momentum
• Positive Sentiment: Management messaging at conferences emphasized AI infrastructure and security strength — reinforcing guidance and growth drivers that analysts will factor into forward estimates. Cisco Presents at Morgan Stanley
• Neutral Sentiment: Strategic AI repositioning: Analyses discuss Cisco’s “agentic” AI roadmap and software leverage (potential upside if AI becomes as large as the internet), but these are longer‑horizon drivers rather than immediate catalysts. How Cisco’s Artificial Intelligence ‘Agentic’ Makeover Will Rewire Internet Pioneer
• Neutral Sentiment: Social-impact and workforce initiatives (Networking Academy partnerships) and ecosystem items (enterprise AI startups, partner activity) support long-term adoption but are not immediate earnings drivers. Cisco Networking Academy Partnership
• Neutral Sentiment: Short-interest data posted for March appears erroneous (0 shares / NaN increase; days-to-cover 0.0) — the print is unreliable and should not be interpreted as a true short-squeeze signal. (No reliable link available.)
• Negative Sentiment: Margin pressure risk: Reporting notes increased memory costs and a hardware‑heavy product mix that are squeezing margins; investors may be penalizing the stock near-term while awaiting margin stabilization. Cisco Balances Amazon Skills Push With Ongoing Margin Pressures
• Negative Sentiment: Geopolitical/operational risk to hyperscaler spending: Coverage of regional conflict (e.g., attacks on data centers in the Middle East) raises the potential for disruption to hyperscaler AI buildouts — a risk to large cloud/hyperscaler orders that underpin part of Cisco’s AI demand. How the Iran war could impact hyperscalers’ massive AI buildout in the Middle East

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on CSCO shares. JPMorgan Chase & Co. upped their target price on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Wall Street Zen raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Piper Sandler upped their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a report on Thursday, November 13th. Finally, BNP Paribas Exane lifted their price target on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Cisco Systems in the fourth quarter valued at approximately $4,473,272,000. Auto Owners Insurance Co boosted its position in Cisco Systems by 8,718.3% in the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after purchasing an additional 51,363,281 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in Cisco Systems by 413.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after purchasing an additional 18,030,441 shares during the period. Price T Rowe Associates Inc. MD increased its position in shares of Cisco Systems by 103.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock valued at $2,256,144,000 after purchasing an additional 14,874,407 shares during the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of Cisco Systems by 46.2% during the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after purchasing an additional 12,904,969 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

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.