Michael Capellas Sells 10,850 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems, Inc. (NASDAQ:CSCO) Director Michael Capellas sold 10,850 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director owned 146,368 shares in the company, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $78.42 on Friday. The company has a fifty day moving average price of $74.59 and a 200 day moving average price of $70.22. The firm has a market cap of $309.84 billion, a PE ratio of 29.48, a PEG ratio of 2.97 and a beta of 0.87. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $80.82.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the business posted $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be paid a $0.41 dividend. The ex-dividend date is Friday, January 2nd. This represents a $1.64 annualized dividend and a yield of 2.1%. Cisco Systems’s payout ratio is presently 61.65%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on CSCO shares. Melius Research lifted their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Morgan Stanley lifted their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday. UBS Group increased their price objective on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Finally, Rosenblatt Securities increased their price target on Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Seventeen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $84.55.

Hedge Funds Weigh In On Cisco Systems

A number of institutional investors have recently bought and sold shares of CSCO. AIA Group Ltd lifted its position in shares of Cisco Systems by 81.7% in the third quarter. AIA Group Ltd now owns 254,654 shares of the network equipment provider’s stock valued at $17,423,000 after buying an additional 114,474 shares during the last quarter. Financial Symmetry Inc lifted its holdings in Cisco Systems by 2.7% during the 3rd quarter. Financial Symmetry Inc now owns 11,081 shares of the network equipment provider’s stock valued at $758,000 after purchasing an additional 288 shares during the last quarter. Farmers National Bank boosted its position in Cisco Systems by 20.8% during the third quarter. Farmers National Bank now owns 90,426 shares of the network equipment provider’s stock worth $6,187,000 after purchasing an additional 15,581 shares during the period. Painted Porch Advisors LLC increased its holdings in shares of Cisco Systems by 9.9% in the third quarter. Painted Porch Advisors LLC now owns 4,551 shares of the network equipment provider’s stock valued at $311,000 after purchasing an additional 409 shares during the last quarter. Finally, Saranac Partners Ltd bought a new position in shares of Cisco Systems in the third quarter valued at about $231,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

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.