Q1 EPS Estimates for Cisco Systems Boosted by Zacks Research

Key Points

• Zacks Research has raised its Q1 2026 earnings per share estimate for Cisco Systems to $0.81, up from $0.78, with an overall FY2026 estimate at $3.43 EPS.
• Cisco reported a Q4 2023 EPS of $0.99, surpassing estimates, with a net margin of 18.45% and revenue of $14.67 billion.
• The company declared a quarterly dividend of $0.41 to be paid on October 22nd, representing an annual yield of 2.5%.

Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) - Investment analysts at Zacks Research lifted their Q1 2026 earnings estimates for shares of Cisco Systems in a research report issued on Wednesday, September 3rd. Zacks Research analyst Team now forecasts that the network equipment provider will post earnings per share of $0.81 for the quarter, up from their previous forecast of $0.78. The consensus estimate for Cisco Systems' current full-year earnings is $3.04 per share. Zacks Research also issued estimates for Cisco Systems' Q2 2026 earnings at $0.85 EPS, Q3 2026 earnings at $0.86 EPS, Q4 2026 earnings at $0.91 EPS, FY2026 earnings at $3.43 EPS, Q1 2027 earnings at $0.91 EPS, Q2 2027 earnings at $0.91 EPS, Q3 2027 earnings at $0.92 EPS, Q4 2027 earnings at $0.98 EPS, FY2027 earnings at $3.72 EPS and FY2028 earnings at $4.03 EPS.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share for the quarter, topping analysts' consensus estimates of $0.98 by $0.01. Cisco Systems had a net margin of 18.45% and a return on equity of 27.06%. The firm had revenue of $14.67 billion for the quarter, compared to the consensus estimate of $14.63 billion. During the same quarter in the previous year, the company earned $0.87 earnings per share. The business's revenue was up 7.6% compared to the same quarter last year. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS.

Other analysts also recently issued reports about the stock. Wall Street Zen downgraded shares of Cisco Systems from a "strong-buy" rating to a "buy" rating in a report on Saturday, July 12th. KeyCorp began coverage on Cisco Systems in a research note on Thursday, June 26th. They issued an "overweight" rating and a $77.00 price target for the company. Morgan Stanley raised their target price on shares of Cisco Systems from $67.00 to $70.00 and gave the company an "overweight" rating in a research report on Friday, July 18th. HSBC reiterated a "hold" rating and set a $69.00 price target on shares of Cisco Systems in a report on Friday, August 15th. Finally, Wolfe Research began coverage on shares of Cisco Systems in a research report on Tuesday, July 8th. They issued a "peer perform" rating on the stock. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $74.53.

Cisco Systems Trading Up 1.0%

Shares of CSCO traded up $0.64 on Monday, reaching $67.98. 8,242,134 shares of the company's stock were exchanged, compared to its average volume of 21,083,332. The business has a 50 day moving average price of $68.35 and a two-hundred day moving average price of $63.92. The company has a current ratio of 1.00, a quick ratio of 0.91 and a debt-to-equity ratio of 0.49. The stock has a market capitalization of $268.75 billion, a P/E ratio of 25.96, a price-to-earnings-growth ratio of 2.81 and a beta of 0.99. Cisco Systems has a 12 month low of $47.85 and a 12 month high of $72.55.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be issued a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Friday, October 3rd. Cisco Systems's dividend payout ratio (DPR) is presently 62.60%.

Insider Activity

In other news, EVP Thimaya K. Subaiya sold 8,726 shares of the stock in a transaction that occurred on Tuesday, June 17th. The shares were sold at an average price of $65.54, for a total transaction of $571,902.04. Following the sale, the executive vice president owned 174,669 shares in the company, valued at $11,447,806.26. This represents a 4.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Deborah L. Stahlkopf sold 9,783 shares of the firm's stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $66.60, for a total transaction of $651,547.80. Following the completion of the transaction, the executive vice president directly owned 161,662 shares in the company, valued at approximately $10,766,689.20. The trade was a 5.71% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 86,142 shares of company stock valued at $5,713,929. 0.01% of the stock is currently owned by insiders.

Institutional Trading of Cisco Systems

A number of large investors have recently modified their holdings of the company. NWF Advisory Services Inc. lifted its position in Cisco Systems by 5.1% during the second quarter. NWF Advisory Services Inc. now owns 10,563 shares of the network equipment provider's stock valued at $733,000 after acquiring an additional 512 shares during the last quarter. Prospera Capital Management LLC purchased a new position in shares of Cisco Systems in the second quarter valued at approximately $213,000. V. M. Manning & CO. Inc. purchased a new position in Cisco Systems during the second quarter worth approximately $1,092,000. American Trust boosted its holdings in Cisco Systems by 14.6% in the 2nd quarter. American Trust now owns 6,280 shares of the network equipment provider's stock valued at $436,000 after purchasing an additional 799 shares during the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Cisco Systems in the 2nd quarter valued at about $76,000. Hedge funds and other institutional investors own 73.33% of the company's stock.

About Cisco Systems

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.