Cisco Systems (NASDAQ:CSCO) Price Target Raised to $91.00

Cisco Systems (NASDAQ:CSCO) had its target price increased by Morgan Stanley from $82.00 to $91.00 in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have an overweight rating on the network equipment provider’s stock.

A number of other analysts also recently weighed in on the stock. Rosenblatt Securities increased their target price on shares of Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Thursday, October 30th. Melius Research raised their target price on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Barclays lifted their price objective on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. Finally, Bank of America lifted their target price on Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Seventeen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $84.55.

Cisco Systems Trading Up 1.9%

Shares of CSCO stock opened at $78.42 on Wednesday. The stock’s fifty day simple moving average is $74.59 and its 200 day simple moving average is $70.17. Cisco Systems has a twelve month low of $52.11 and a twelve month high of $80.82. The firm has a market capitalization of $309.84 billion, a P/E ratio of 29.48, a P/E/G ratio of 2.91 and a beta of 0.87. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.77 billion. During the same quarter in the prior year, the firm posted $0.91 earnings per share. The firm’s revenue was up 7.5% compared to the same quarter last year. 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. As a group, sell-side analysts predict that Cisco Systems will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

Insider Activity

In other news, SVP Maria Victoria Wong sold 428 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the sale, the senior vice president directly owned 32,176 shares of the company’s stock, valued at $2,584,698.08. This represents a 1.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director directly owned 146,368 shares in the company, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by corporate insiders.

Institutional Trading of Cisco Systems

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

Key Stores Impacting 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

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.