Epoch Investment Partners Inc. Increases Stock Position in Cisco Systems, Inc. $CSCO

Epoch Investment Partners Inc. lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.4% in the first quarter, according to its most recent filing with the SEC. The firm owned 2,644,857 shares of the network equipment provider’s stock after acquiring an additional 270,609 shares during the period. Cisco Systems makes up about 1.2% of Epoch Investment Partners Inc.’s investment portfolio, making the stock its 10th biggest position. Epoch Investment Partners Inc. owned 0.07% of Cisco Systems worth $205,214,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in CSCO. Vanguard Group Inc. lifted its stake in Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. State Street Corp grew its stake in shares of Cisco Systems by 0.5% in the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after purchasing an additional 1,057,962 shares during the period. Morgan Stanley raised its holdings in shares of Cisco Systems by 0.3% in the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after buying an additional 206,352 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after buying an additional 6,224,062 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Cisco Systems during the 4th quarter worth approximately $4,473,272,000. Institutional investors own 73.33% of the company’s stock.

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of the company’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total transaction of $315,759.84. Following the transaction, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This represents a 1.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The shares were 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 $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,650 shares of company stock valued at $5,668,823 over the last quarter. Company insiders own 0.01% of the company’s stock.

Cisco Systems News Summary

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 Price Performance

Shares of CSCO stock 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 stock has a market capitalization of $449.99 billion, a PE ratio of 37.07, a PEG ratio of 2.87 and a beta of 1.02. 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 fifty day moving average is $117.96 and its 200-day moving average is $94.56.

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

Cisco Systems Announces Dividend

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

Analyst Ratings Changes

CSCO has been the topic of a number of analyst reports. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Wall Street Zen upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, July 20th. 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 report on Thursday, May 14th. New Street Research lifted their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Finally, Piper Sandler boosted their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $123.14.

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.