Epoch Investment Partners Inc. Acquires 354,486 Shares of Cisco Systems, Inc. $CSCO

Epoch Investment Partners Inc. lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 17.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,374,248 shares of the network equipment provider’s stock after purchasing an additional 354,486 shares during the period. Cisco Systems accounts for about 1.0% of Epoch Investment Partners Inc.’s portfolio, making the stock its 16th biggest position. Epoch Investment Partners Inc.’s holdings in Cisco Systems were worth $182,888,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in CSCO. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems during the 4th quarter valued at about $25,000. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems during the 4th quarter valued at about $25,000. Jessup Wealth Management Inc bought a new stake in shares of Cisco Systems during the 4th quarter valued at about $29,000. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems during the 4th quarter valued at about $31,000. Finally, EQ Wealth Advisors LLC bought a new stake in shares of Cisco Systems during the 4th quarter valued at about $31,000. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on CSCO shares. Truist Financial started coverage on Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price on the stock. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. JPMorgan Chase & Co. increased their price target on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $120.64.

Insider Buying and Selling

In other news, EVP Oliver Tuszik sold 2,607 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This represents a 1.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This trade represents a 3.58% 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 ninety days, insiders sold 51,636 shares of company stock valued at $5,698,459. 0.01% of the stock is owned by company insiders.

More Cisco Systems News

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting rising enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Cisco Systems Stock Down 0.6%

Shares of NASDAQ:CSCO opened at $121.10 on Friday. The business’s 50 day simple moving average is $102.28 and its two-hundred day simple moving average is $86.50. The firm has a market cap of $477.31 billion, a P/E ratio of 39.32, a PEG ratio of 3.09 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a 52-week low of $63.93 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) 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. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.96 earnings per share. 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. As a group, research analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio is 54.55%.

Cisco Systems 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.