Thimaya Subaiya Sells 5,832 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Posted by George Bondi on Aug 22nd, 2026

Cisco Systems, Inc. (NASDAQ:CSCO – Get Free Report) EVP Thimaya Subaiya sold 5,832 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total value of $650,093.04. Following the transaction, the executive vice president directly owned 128,382 shares of the company’s stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $111.04 on Friday. The stock has a fifty day moving average of $116.02 and a 200 day moving average of $100.24. Cisco Systems, Inc. has a 52 week low of $66.13 and a 52 week high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The firm has a market capitalization of $437.66 billion, a price-to-earnings ratio of 33.25, a PEG ratio of 2.33 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.99 EPS. 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. As a group, research analysts expect that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd 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 is Friday, October 2nd. Cisco Systems’s payout ratio is 50.30%.

Institutional Investors Weigh In On Cisco Systems

A number of hedge funds have recently bought and sold shares of the business. Bridgewater Advisors Inc. bought a new stake in Cisco Systems in the second quarter worth about $6,442,000. World Investment Advisors grew its position in shares of Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC grew its holdings in Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after acquiring an additional 54,141 shares in the last quarter. Vise Technologies Inc. increased its holdings in Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after buying an additional 64,144 shares during the period. Finally, ABN AMRO Bank N.V. purchased a new position in shares of Cisco Systems in the 2nd quarter valued at $19,114,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on CSCO shares. Truist Financial increased their target price on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. The Goldman Sachs Group boosted their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Rosenblatt Securities lifted their target price on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Finally, Bank of America upped their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

Read Our Latest Analysis on Cisco Systems

Cisco Systems Company Profile

(Get Free Report)

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.