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

Key Points

• Insider sale: Cisco EVP Deborah Stahlkopf sold 6,586 shares at an average price of $117.31, worth about $772,604. The sale was made under a pre-arranged Rule 10b5-1 trading plan, and she still held 177,223 shares afterward.
• Earnings were strong: Cisco reported quarterly EPS of $1.06, beating analyst estimates, on revenue of $15.84 billion, also above expectations. The company also raised guidance, with fiscal 2026 EPS now projected at $4.27 to $4.29.
• Analyst sentiment improved: Several firms raised price targets after the earnings report, including HSBC to $137, Argus to $150, and CICC Research to $125. Overall, Cisco carries a consensus rating of Moderate Buy with an average target price of $118.14.

Cisco Systems, Inc. (NASDAQ:CSCO - Get Free Report) EVP Deborah Stahlkopf sold 6,586 shares of the company's stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Stock Down 2.9%

CSCO stock traded down $3.50 during trading on Tuesday, reaching $115.38. 32,496,064 shares of the stock were exchanged, compared to its average volume of 23,426,717. The firm's 50 day moving average is $86.18 and its 200 day moving average is $80.33. Cisco Systems, Inc. has a twelve month low of $62.30 and a twelve 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 firm has a market cap of $455.74 billion, a P/E ratio of 37.46, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly 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 business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the prior year, the business earned $0.96 EPS. The firm's revenue for the quarter was up 12.0% on a year-over-year basis. 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, research analysts forecast that Cisco Systems, Inc. will post 3.42 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently declared 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. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems's dividend payout ratio is 54.55%.

Hedge Funds Weigh In On Cisco Systems

Several institutional investors and hedge funds have recently bought and sold shares of the company. Financial Insights Inc. grew its holdings in Cisco Systems by 1.5% during the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider's stock valued at $483,000 after purchasing an additional 92 shares during the period. Signature Resources Capital Management LLC lifted its position in shares of Cisco Systems by 2.3% during the first quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider's stock worth $393,000 after acquiring an additional 116 shares in the last quarter. Smithfield Trust Co lifted its position in shares of Cisco Systems by 0.3% during the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider's stock worth $2,596,000 after acquiring an additional 117 shares in the last quarter. Pacific Sage Partners LLC lifted its position in shares of Cisco Systems by 0.7% during the first quarter. Pacific Sage Partners LLC now owns 16,185 shares of the network equipment provider's stock worth $1,256,000 after acquiring an additional 118 shares in the last quarter. Finally, Capstone Wealth Management Group LLC raised its position in shares of Cisco Systems by 3.2% in the fourth quarter. Capstone Wealth Management Group LLC now owns 3,818 shares of the network equipment provider's stock worth $294,000 after buying an additional 120 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Key Headlines Impacting Cisco Systems

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?

Wall Street Analyst Weigh In

CSCO has been the topic of a number of research reports. Weiss Ratings downgraded Cisco Systems from a "buy (b)" rating to a "buy (b-)" rating in a research note on Friday. Evercore increased their price objective on Cisco Systems from $110.00 to $150.00 and gave the stock an "outperform" rating in a research note on Thursday, May 14th. KeyCorp increased their price objective on Cisco Systems from $87.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, May 14th. Piper Sandler increased their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a "neutral" rating in a research note on Thursday, May 14th. Finally, UBS Group upped their target price on Cisco Systems from $95.00 to $132.00 and gave the company a "buy" rating in a report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $118.14.

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.

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