Epoch Investment Partners Inc. Buys 270,609 Shares of Cisco Systems, Inc. $CSCO

Epoch Investment Partners Inc. increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,644,857 shares of the network equipment provider’s stock after purchasing an additional 270,609 shares during the period. Cisco Systems makes up approximately 1.2% of Epoch Investment Partners Inc.’s investment portfolio, making the stock its 10th largest holding. Epoch Investment Partners Inc.’s holdings in Cisco Systems were worth $205,214,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. World Investment Advisors grew its holdings in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC grew its stake in Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after acquiring an additional 54,141 shares during the period. Vise Technologies Inc. grew its stake in Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares during the period. Truist Financial Corp increased its holdings in shares of Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after acquiring an additional 275,456 shares in the last quarter. Finally, Principal Financial Group Inc. raised its position in shares of Cisco Systems by 3.2% during the fourth quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after purchasing an additional 151,395 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on CSCO shares. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their price objective for the company from $77.00 to $137.00 in a research report on Friday, May 15th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. JPMorgan Chase & Co. increased their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Barclays raised their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Finally, UBS Group upped their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Insider Activity

In other news, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 172,727 shares in the company, valued at $20,920,694.24. This trade represents a 1.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by company insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Cisco Systems Trading Up 1.3%

NASDAQ CSCO opened at $114.17 on Friday. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The stock’s 50 day moving average price is $117.96 and its two-hundred day moving average price is $94.56. The stock has a market capitalization of $449.99 billion, a price-to-earnings ratio of 37.07, a PEG ratio of 2.87 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period last year, the business earned $0.96 EPS. 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, analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were paid a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

Cisco Systems Company 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.