Deborah Stahlkopf Sells 6,586 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems, Inc. (NASDAQ:CSCO) EVP Deborah Stahlkopf sold 6,586 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction 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. This trade represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Price Performance

NASDAQ CSCO opened at $114.35 on Thursday. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $119.39. The firm has a market capitalization of $451.67 billion, a PE ratio of 37.13, a P/E/G ratio of 3.51 and a beta of 0.92. The company’s 50 day simple moving average is $87.68 and its 200 day simple moving average is $80.93. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share 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 the consensus estimate of $15.56 billion. During the same period in the prior year, the firm posted $0.96 earnings per share. The firm’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. As a group, equities research analysts forecast that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Hedge Funds Weigh In On Cisco Systems

Large investors have recently made changes to their positions in the business. Vanguard Group Inc. boosted its holdings in shares of Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after buying an additional 4,049,893 shares during the period. State Street Corp boosted its holdings in shares of Cisco Systems by 0.5% in the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after buying an additional 1,057,962 shares during the period. Morgan Stanley boosted its holdings in shares of 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 buying an additional 206,352 shares during the period. Invesco Ltd. boosted its holdings in shares of Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after buying an additional 6,224,062 shares during the period. Finally, Norges Bank acquired a new position in shares of Cisco Systems in the fourth quarter worth about $4,473,272,000. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the topic of several research reports. Barclays boosted their price target on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Morgan Stanley raised their price objective on shares of Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Finally, UBS Group raised their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $118.14.

More Cisco Systems News

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

• Positive Sentiment: Cisco’s latest earnings and guidance continue to support the bull case, with management highlighting strong AI infrastructure demand and improving long-term growth prospects. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift
• Positive Sentiment: HSBC upgraded Cisco to Buy and sharply raised its price target, while Argus also lifted its target, reinforcing expectations for continued share-price strength. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: New coverage is positioning Cisco as an AI networking and infrastructure beneficiary, with articles pointing to hyperscaler demand and Cisco’s role in enterprise AI standards. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Neutral Sentiment: Automation Anywhere’s collaboration with Cisco on EnterpriseClaw underscores Cisco’s relevance in enterprise AI, but the announcement is still more strategic than financially material for now. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Neutral Sentiment: Cisco was also highlighted in broader “AI infrastructure” and “big data” stock lists, which may help keep the name in focus, but these mentions do not add new fundamentals. Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
• Negative Sentiment: Several insiders sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can create a modest overhang on sentiment despite being scheduled transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary suggests Cisco’s strong rally may be getting extended, with concerns around lower free cash flow and margins potentially limiting near-term upside. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.