Cisco Systems, Inc. (NASDAQ:CSCO – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the twenty-five analysts that are presently covering the company, MarketBeat reports. Seven analysts have rated the stock with a hold recommendation, fifteen have assigned a buy recommendation and three have assigned a strong buy recommendation to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $123.1429.
Several brokerages have weighed in on CSCO. CICC Research increased their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. New Street Research boosted their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Barclays upped 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. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Finally, KeyCorp boosted their target price on shares of Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th.
Get Our Latest Report on Cisco Systems
Cisco Systems Stock Down 3.7%
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate 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 quarter last year, the business posted $0.96 EPS. The business’s revenue 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. Analysts predict that Cisco Systems will post 3.54 EPS for the current year.
Cisco Systems Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Zacks upgraded Cisco to Strong Buy, signaling improving earnings expectations and stronger analyst confidence in the stock’s outlook. Article Title
- Positive Sentiment: Recent commentary highlighted Cisco as a potential AI infrastructure winner, citing record quarterly revenue, raised full-year guidance, and expected $9 billion in AI infrastructure orders from hyperscalers in fiscal 2026. Article Title
- Positive Sentiment: Analyst coverage from Zacks also placed Cisco among the blue-chip names to watch for the second half of 2026, reinforcing its appeal as a defensive-growth stock. Article Title
- Neutral Sentiment: Cisco partnered with College Board to launch AP Cybersecurity and expand career-connected learning, a positive long-term brand and talent-development move but not an immediate earnings driver. Article Title
- Neutral Sentiment: Market coverage noted the stock’s recent move lower, but the broader catalyst discussion suggests investors are weighing the pullback against stronger fundamentals and upgrade-driven optimism. Article Title
- Negative Sentiment: One article referenced past Cisco performance during the Dot-Com era as a cautionary comparison, which may temper enthusiasm for some growth-focused investors, though it is not a new fundamental concern. Article Title
Insider Activity at Cisco Systems
In other news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 47,650 shares of company stock valued at $5,668,823. Company insiders own 0.01% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC lifted its position in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC raised its position 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 worth $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC raised its position in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after acquiring an additional 712 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in Cisco Systems by 3.9% in the 2nd 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 during the last quarter. Finally, Marshall Wace LLP lifted its holdings in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.
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.
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