Insider Selling: Cisco Systems (NASDAQ:CSCO) Insider Sells $799,956.90 in Stock

Cisco Systems, Inc. (NASDAQ:CSCO) insider Jeetendra Patel sold 7,170 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the sale, the insider owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Trading Up 1.1%

Shares of CSCO traded up $1.22 during mid-day trading on Monday, reaching $112.90. 22,770,898 shares of the company were exchanged, compared to its average volume of 23,806,813. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The stock has a market capitalization of $444.99 billion, a PE ratio of 33.80, a PEG ratio of 2.38 and a beta of 1.02. The business has a 50 day simple moving average of $117.03 and a two-hundred day simple moving average of $99.24.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.99 earnings per share. 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. On average, analysts predict that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Cisco Systems News Summary

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

• Positive Sentiment: Cisco reported record quarterly revenue of approximately $17.3 billion, up 18% year over year, while non-GAAP earnings per share reached $1.22 and surpassed consensus estimates. Management also issued an optimistic fiscal 2027 outlook, supporting the growth case. Why Cisco Stock Is Down Today
• Positive Sentiment: Analysts and market commentators characterize the roughly 8% post-earnings decline as an overreaction, arguing that Cisco’s improving AI networking opportunity and strong results may provide support for the shares. Cisco: This 8% Selloff Looks Like An Overreaction
• Neutral Sentiment: The latest quarter benefited from higher hardware prices, a heavier product mix and pricing actions intended to offset rising memory costs. However, those same memory expenses and the hardware mix pressured product margins, creating a key profitability concern for investors. Cisco Grew Faster By Selling Hardware and Charging More for It
• Neutral Sentiment: Several reports highlighted exchange-traded funds that provide exposure to Cisco’s AI-driven growth while reducing the risk of holding the individual stock, indicating continued interest in the company but also investor caution after the selloff. ETFs to Buy as Cisco Shares Sink
• Negative Sentiment: HSBC downgraded Cisco to Hold, which may limit near-term upside and reflects caution regarding the stock’s valuation and post-earnings performance. Cisco Systems Cut to Hold at HSBC
• Negative Sentiment: CEO Charles Robbins and three other insiders sold a combined 38,045 shares for approximately $4.25 million. Because the transactions were executed under pre-arranged Rule 10b5-1 plans and the executives retained substantial holdings, the sales are a modest negative signal rather than a clear change in management’s outlook.

Institutional Trading of Cisco Systems

Several hedge funds have recently modified their holdings of CSCO. Brighton Jones LLC increased its position in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares in the last quarter. Finally, Marshall Wace LLP raised its position in shares of Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after purchasing an additional 590,650 shares during the period. Institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. Bank of America upped their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Morgan Stanley increased their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday. New Street Research lifted their price objective on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, Citigroup boosted their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

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.