CSCO
Cisco Systems, Inc.Technology · $424.9B market cap
Verdict
Share price
$112.20
close of Oct 3, 2026
Fair value
$62.77
Sticker Price
Payback Price
$25.11
buy price
CSCO is Overpriced: at $112.20 it trades 79% above its fair value of $62.77. Its buy price (Payback Price) is $25.11, 78% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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7 of the investors we track hold CSCO. In Q2 2026, 1 opened a position, 3 trimmed and 1 sold out. Who we track
AKO Capital
AKO Capital · as of Q2 2026
$231.6M
1,971,628 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$150.5M
1,281,329 shares
Thomas Gayner
Markel Group · as of Q2 2026
$41.8M
355,500 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$10.4M
88,409 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$3.5M
29,397 shares
Moves in Q2 2026
New position: Lee Ainslie
Trimmed: Tweedy Browne, Dodge & Cox Funds, AKO Capital
Sold out: Yacktman Asset Management
Insider activity
Since Jun 15, 2026: no open-market purchases, 20 sales worth $6.6M and 11 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Fink Nichlas A
SVP, Chief Accounting Officer · 2026-09-08
Sold
$249K
Subaiya Thimaya K.
EVP, Operations · 2026-08-19
Sold
$403K
Subaiya Thimaya K.
EVP, Operations · 2026-08-19
Sold
$247K
Robbins Charles
Chair and CEO · 2026-08-14
Sold
$34K
Robbins Charles
Chair and CEO · 2026-08-14
Sold
$304K
Show all 20 salesShow fewer
Robbins Charles
Chair and CEO · 2026-08-14
Sold
$1.7M
Robbins Charles
Chair and CEO · 2026-08-14
Sold
$420K
Stahlkopf Deborah L
EVP and Chief Legal Officer · 2026-08-14
Sold
$79K
Stahlkopf Deborah L
EVP and Chief Legal Officer · 2026-08-14
Sold
$501K
Stahlkopf Deborah L
EVP and Chief Legal Officer · 2026-08-14
Sold
$144K
Patterson Mark
EVP and CFO · 2026-08-14
Sold
$56K
Patterson Mark
EVP and CFO · 2026-08-14
Sold
$423K
Patterson Mark
EVP and CFO · 2026-08-14
Sold
$100K
Tuszik Oliver
EVP, Global Sales · 2026-08-14
Sold
$310K
Patel Jeetendra I
President and CPO · 2026-08-14
Sold
$11K
Patel Jeetendra I
President and CPO · 2026-08-14
Sold
$101K
Patel Jeetendra I
President and CPO · 2026-08-14
Sold
$543K
Patel Jeetendra I
President and CPO · 2026-08-14
Sold
$144K
Subaiya Thimaya K.
EVP, Operations · 2026-06-16
Sold
$230K
Subaiya Thimaya K.
EVP, Operations · 2026-06-16
Sold
$625K
Other filings
Tuszik Oliver
EVP, Global Sales · 2026-08-10
Tax withholding
$382K
Subaiya Thimaya K.
EVP, Operations · 2026-08-10
Tax withholding
$928K
Stahlkopf Deborah L
EVP and Chief Legal Officer · 2026-08-10
Tax withholding
$511K
Robbins Charles
Chair and CEO · 2026-08-10
Tax withholding
$1.9M
Patterson Mark
EVP and CFO · 2026-08-10
Tax withholding
$494K
Show all 11 other filingsShow fewer
Patel Jeetendra I
President and CPO · 2026-08-10
Tax withholding
$1.1M
Fink Nichlas A
SVP, Chief Accounting Officer · 2026-08-10
Tax withholding
$146K
Tuszik Oliver
EVP, Global Sales · 2026-07-10
Tax withholding
$267K
JOHNSON KRISTINA M
director · 2026-06-15
Award
$42K
Tessel Marianna
director · 2026-06-15
Award
$30K
Weil Kevin
director · 2026-06-15
Award
$30K
About Cisco Systems, Inc.
Cisco Systems, Inc. is a leading global technology company focused on designing, producing, and marketing Internet Protocol (IP)-based networking equipment, software, and associated products within the communications and information technology industries. The company operates extensively across major regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific, specifically covering Japan…
Communication Equipment
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works