Euro Pacific Asset Management 13F: New $209K Stake in CSCO
A new SEC filing shows Euro Pacific Asset Management picked up 1,922 shares of networking giant Cisco Systems.
Reviewed by automated data checks against the source filing. How we make and check alerts
Euro Pacific Asset Management opened a new position of 1,922 shares in Cisco Systems, Inc. ($CSCO), according to a 13F filing with the SEC dated October 13, 2026. It reported 1,922 shares worth $208,837 at the end of the quarter.
Since the filing, $CSCO is down 6.7% to date (from the $115.07 close on Oct 13, 2026).
Find the original: Euro Pacific Asset Management 13F filings on SEC EDGAR
CSCO
Cisco Systems, Inc.
Key Points
- Euro Pacific Asset Management opened a new position in Cisco Systems, Inc. by picking up 1,922 shares valued at $208,837.
- Cisco trades around $107.76, sitting below its 50-day moving average while carrying a trailing twelve-month EPS of $3.33.
- Major institutions adjusted their holdings, while insiders completed several share sales over September 2026.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Cisco Systems, Inc. alert may contain errors. Disclosures
Euro Pacific Asset Management opened a new position in Cisco Systems, Inc. (NasdaqGS: CSCO), buying 1,922 shares valued at $208,837, according to a form 13F filing with the SEC on October 13, 2026. Because 13F reports look backward at holdings from the end of the previous quarter, this filing shows the fund's positioning at that time and may not reflect its current portfolio today.
Euro Pacific Asset Management vs. the S&P 500
Hypothetical returns from Euro Pacific Asset Management's disclosed trades, not real profit or advice. How we model this.
Inside Euro Pacific Asset Management's Cisco Trade
The firm established its new stake during the period, adding 1,922 shares to bring its total holding to 1,922 shares with a reported value of $208,837. Since 13F filings only capture a snapshot in time, this disclosure simply records the addition without indicating what the fund has done since the quarter closed.
Other Institutional Activity in Cisco Systems
Blackrock Inc. reduced its holdings by 6,388,565 shares, ending with 358,672,289 shares worth about $38,517,816,896. Vanguard Capital Management LLC grew its holdings by 999,530 shares, ending with 244,787,330 shares worth about $26,287,711,219. State Street Corporation grew its holdings by 3,562,074 shares, ending with 197,153,062 shares worth about $21,172,267,207. Invesco Ltd. reduced its holdings by 1,494,594 shares, ending with 138,187,071 shares worth about $14,839,909,470. Vanguard Portfolio Management LLC grew its holdings by 1,461,322 shares, ending with 119,309,850 shares worth about $12,812,684,718.
Cisco Systems, Inc. Stock Down 5.2%
Cisco shares recently traded around $107.76 as of October 16, 2026. The stock sits below its 50-day moving average of $111.89, but remains above its 200-day moving average of $99.40.
Recent Earnings
Cisco reported trailing twelve-month revenue of $63.32 billion alongside an EPS of $3.33. The company generated a net profit margin of 21.0% and a return on equity of 27.3%. Investors look toward the company's upcoming earnings report on November 12, 2026, for fresh details on revenue and margins.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
11 analysts raised price targets.
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EPS & revenue
EPS met estimates. Revenue beat estimates by 2.7%.
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Profit surprise
EBITDA missed by 24 percent. Operating income missed by 58 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 11 target raises.
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Earnings quality
Gross margin down 1.9 points. Operating margin up 2.4 points. Positive free cash flow.
Earnings Call Summary
Cisco delivered record 15.8 billion dollar revenue in the quarter, up 10 percent year over year, with networking revenue surging 21 percent driven by AI infrastructure demand and campus switching upgrades. The company shipped its millionth Silicon One chip, unveiled its new 102.4 terabit G300 processor, and expects strong AI orders exceeding 5 billion dollars for the year, though security revenue declined 4 percent due to Splunk transition to cloud subscriptions. Strong product order growth of 18 percent, especially from hyperscalers up 65 percent, shows broad momentum despite gross margin compression from memory cost inflation.
Guidance Cisco guided for full-year revenue of about 61.5 billion dollars and earnings per share of 4.15 dollars, putting the company on track for its strongest year. The company also raised its AI infrastructure order target to over 5 billion dollars for fiscal 2026, expecting to recognize more than 3 billion dollars in AI revenue.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
Cisco distributes an annual dividend yielding 1.53% backed by a dividend payout ratio of 49.9%.
Insider Buying and Selling at Cisco Systems, Inc.
Nichlas A. Fink sold 2,274 shares on September 8, 2026, at an average price of $109.36 for a total value of $248,685. Mark Patterson sold 1,795 shares on September 11, 2026, at $108.87 for $195,422. Oliver Tuszik sold 680 shares on September 14, 2026, at $110.18 for $74,922. Thimaya K. Subaiya sold 312 shares on September 14, 2026, at $110.18 for $34,376.
Analysts Set New Price Targets
On August 13, 2026, UBS maintained a Buy rating and raised its target to $138.00 from $132.00. On August 14, 2026, HSBC downgraded the stock to Hold and lowered its target to $120.00 from $137.00. On September 1, 2026, Deutsche Bank initiated coverage with a Buy rating and a $135.00 target. On September 22, 2026, Piper Sandler maintained a Neutral rating while cutting its target to $125.00 from $132.00. On September 30, 2026, Bernstein initiated coverage with a Market Perform rating and a $110.00 target. Across the Street, analysts maintain a consensus Buy view with a mean price target of $136.16.
About Cisco Systems
Headquartered in San Jose, California, Cisco designs and builds networking, security, and communication equipment that powers internet infrastructure for businesses worldwide. The company serves enterprise customers across multiple continents with hardware, software, and cloud-managed services.
Bottom Line
Investors should keep an eye on Cisco's upcoming earnings report on November 12, 2026, for fresh details on revenue and margins. Remember that this filing reflects past positioning and may shift as market conditions evolve. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Euro Pacific Asset Management's 13F filing on $CSCO (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Euro Pacific Asset Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts