What is the 13F Pro Quality Score for CSCO?

13F Pro ranks CISCO SYSTEMS, INC. (CSCO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CSCO's current score at https://13fpro.ai/company/CSCO (free sign-up required for the full ranking).

Which hedge funds own the most CSCO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CSCO include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CSCO as soon as new 13F filings post.

Where does 13F Pro source CSCO data?

All CISCO SYSTEMS, INC. fundamentals and ownership data come directly from SEC EDGAR. CISCO SYSTEMS, INC. files with the SEC under CIK 858877. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CSCO in?

CISCO SYSTEMS, INC. (CSCO) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives CSCO's revenue?

Per CISCO SYSTEMS, INC.'s latest 10-K filed with the SEC on 2026-09-02, the biggest revenue drivers are: Product ($48.3B, +16% YoY); Services ($15.0B, Flat YoY); Americas ($37.8B, +12% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CSCO.

What are CSCO's largest expenses?

CISCO SYSTEMS, INC.'s latest 10-K reports these as the largest expense items: Sales and marketing ($11.6B, +5% YoY); Research and development ($9.6B, +3% YoY); General and administrative ($2.8B, -8% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended July 25, 2026).

How often is CSCO research updated on 13F Pro?

CSCO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CISCO SYSTEMS, INC.(CSCO)Stock Analysis

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13F Pro Quality Score

70.3/100

Rank #224 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

54.9/100

Profitability

82.7/100

Balance Sheet

87.0/100

Earnings Quality

42.3/100

Free Cash Flow

73.3/100

Institutional Flow

79.8/100

Revenue Scale

97.5/100

Dilution Risk

22.2/100

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Why CSCO Scores 70/100

exact factor attribution · 2026-09-11

CSCO's composite is driven by scale and profitability, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+7.1 pts

98th pct

Profitability

+4.9 pts

83th pct

Capital efficiency

+3.7 pts

87th pct

Free cash flow

+3.5 pts

73th pct

Institutional flow

+1.5 pts

80th pct

Revenue growth

+1.0 pts

55th pct

Earnings growth

+0.8 pts

65th pct

Earnings quality

-0.8 pts

42th pct

Shareholder dilution

-1.4 pts

22th pct

Latest change (2026-09-02): 78 → 70 · ↓ Revenue growth 99→65; ↓ Institutional flow 95→53; despite ↑ Earnings growth 45→61

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in CSCO

Events flagged as statistical outliers against CSCO's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-09-02
CSCO quality score dropped 9 points (78→70) on a new filing
View source filing →

CSCO Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for CISCO SYSTEMS, INC. (CSCO), a Technology sector company. 13F Pro's AI-powered ranking engine scores CSCO at 70.3/100 on a 32-signal composite quality model, placing it at rank #224 of 2,961 stocks — the top 10% of the AI-ranked universe. CSCO scores in the top quartile across revenue scale (97.5), balance sheet strength (87.0), profitability (82.7). Shareholder dilution risk is elevated at 22.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CISCO SYSTEMS, INC. reports quarterly revenue of $17.3B, net income of $3.9B, an operating margin of 24.7%. Top institutional holders of CSCO by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. CSCO trades on the Nasdaq exchange and files with the SEC under CIK 858877. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CSCO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CISCO SYSTEMS, INC. directly from SEC EDGAR. CISCO SYSTEMS, INC.'s 13F Pro composite quality score has ranged between 64 and 78 since 2021, currently 70.3 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about CISCO SYSTEMS, INC.

Quirks, history, and lore behind CSCO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mega-cap · listed on Nasdaq · headquartered in California's Silicon Valley.
2
The Numbers
Annual revenue around $55 billion, with a fat operating margin north of 25% — the kind of number that makes hardware companies weep.
3
The History
Founded in 1984 by a married couple at Stanford who just wanted their office computers to talk to each other — they literally invented the modern corporate router.
4
The Secret
It quietly transformed from a hardware box seller into a software and subscriptions business, so your IT department now pays forever instead of once.
5
The Lore
At the peak of the dot-com bubble in 2000, it was briefly the most valuable company on Earth — then lost roughly 80% of its value in about a year. Oof.
6
The Giveaway
If the internet is the world's plumbing, this company made most of the pipes — its yellow cables and blue routers live in nearly every corporate server room on the planet.

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What's Driving CSCO's Business? Latest 10-K Breakdown

✓ 15/15 datapoints verified

AI-extracted from CISCO SYSTEMS, INC.'s 10-K filed 2026-09-02 — FY2026 (year ended July 25, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Cisco delivered $63.3B in revenue (+12% YoY) and $13.3B net income (+30% YoY), driven by strong AI infrastructure demand from hyperscalers representing ~6% of total revenue.

Biggest Revenue Drivers

Product$48.3B+16% YoY

Driven by Networking revenue growth of 22%, particularly from AI Infrastructure and Campus Networking solutions.

Services$15.0BFlat YoY

Higher professional services revenue offset lower support services revenue.

Biggest Revenue Drivers

Total revenue: $63.3B+12% YoY

Product$48.3B+16% YoY

Driven by Networking revenue growth of 22%, particularly from AI Infrastructure and Campus Networking solutions.

Services$15.0BFlat YoY

Higher professional services revenue offset lower support services revenue.

Americas$37.8B+12% YoY

Service Provider and Cloud market driven by AI Infrastructure solutions.

Largest Expense Items

Sales and marketing$11.6B+5% YoY

Higher headcount-related expenses and share-based compensation, offset by lower acquisition-related costs.

Research and development$9.6B+3% YoY

Higher headcount investments in AI and increased share-based compensation, partially offset by lower acquisition-related costs.

General and administrative$2.8B-8% YoY

Lower acquisition-related costs and headcount-related expenses, partially offset by higher discretionary spending.

Margins: Total gross margin declined 0.4 percentage points to 64.5%, driven by product gross margin decrease of 0.5 pts due to negative product mix and higher memory costs, partially offset by productivity improvements and absence of prior-year supplier dispute charges. Services gross margin increased 0.3 pts due to cost efficiencies.

Watch Items from the Filing

AI infrastructure revenue represented ~6% of total revenue in FY2026 (vs. <2% in FY2025), concentrated among limited hyperscaler customers with volatile, large sporadic purchases; customer concentration risk could significantly impact revenue and margins.
Inventory increased 80% to $5.7B and inventory purchase commitments surged 126% to $17.2B, primarily for Cisco Silicon One and memory components; material excess/obsolete inventory risk if demand decreases or customer orders shift.
Product gross margin faced headwinds from higher memory costs despite productivity gains; company expects continued supply chain constraints and memory cost pressures in future periods.
Operating income as % of revenue improved 3.5 pts to 24.3% driven by revenue growth and operating leverage, with operating margin expansion offsetting gross margin decline.
Fourth quarter FY2026 restructuring plan announced with estimated charges up to $1B (fiscal 2026 incurred $511M), expected completion by end of FY2027 to invest in silicon, optics, security and AI growth.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$17.3B

Net Income

Q2 2026

$3.9B

Free Cash Flow

Q2 2026

$5.0B

Operating Margin

Q2 2026

24.7%

ROIC

Q2 2026

19.7%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+11.8% YoY

$63.33BFY 2026

FY23 $57.00BFY24 $53.80BFY25 $56.65BFY26 $63.33B

Net Income

+30.3% YoY

$13.27BFY 2026

FY23 $12.61BFY24 $10.32BFY25 $10.18BFY26 $13.27B

Operating Income

+30.7% YoY

$15.37BFY 2026

FY23 $15.03BFY24 $12.18BFY25 $11.76BFY26 $15.37B

EPS (Diluted)

+30.6% YoY

$3.33FY 2026

FY23 $3.07FY24 $2.54FY25 $2.55FY26 $3.33

Total Assets

+6.0% YoY

$129.64BFY 2026

FY23 $101.85BFY24 $124.41BFY25 $122.29BFY26 $129.64B

Total Debt

+15.6% YoY

$36.53BFY 2026

FY23 $11.86BFY24 $31.94BFY25 $31.59BFY26 $36.53B

Op. Cash Flow

-0.1% YoY

$14.18BFY 2026

FY23 $19.89BFY24 $10.88BFY25 $14.19BFY26 $14.18B

Free Cash Flow

-3.9% YoY

$12.77BFY 2026

FY23 $19.04BFY24 $10.21BFY25 $13.29BFY26 $12.77B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$63.33B +11.8%	$56.65B +5.3%	$53.80B -5.6%	$57.00B +10.6%	$51.56B +3.5%	$49.82B
Net Income	$13.27B +30.3%	$10.18B -1.4%	$10.32B -18.2%	$12.61B +6.8%	$11.81B +11.5%	$10.59B
Operating Income	$15.37B +30.7%	$11.76B -3.5%	$12.18B -19.0%	$15.03B +7.6%	$13.97B +8.9%	$12.83B
EPS (Diluted)	$3.33 +30.6%	$2.55 +0.4%	$2.54 -17.3%	$3.07 +8.9%	$2.82 +12.8%	$2.50
Total Assets	$129.64B +6.0%	$122.29B -1.7%	$124.41B +22.2%	$101.85B +8.4%	$94.00B -3.6%	$97.50B
Total Debt	$36.53B +15.6%	$31.59B -1.1%	$31.94B +169.4%	$11.86B +12.8%	$10.51B -36.4%	$16.54B
Operating Cash Flow	$14.18B -0.1%	$14.19B +30.5%	$10.88B -45.3%	$19.89B +50.4%	$13.23B -14.4%	$15.45B
Free Cash Flow	$12.77B -3.9%	$13.29B +30.1%	$10.21B -46.4%	$19.04B +49.3%	$12.75B -13.6%	$14.76B

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Available Research

13F Pro tracks comprehensive data for CISCO SYSTEMS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CSCO

BlackRock, Inc.
$42.1B358,672,289 sh
VANGUARD CAPITAL MANAGEMENT LLC
$28.8B244,787,330 sh
STATE STREET CORP
$23.2B197,153,062 sh
Invesco Ltd.
$16.2B138,187,071 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$14.0B119,309,850 sh
GEODE CAPITAL MANAGEMENT, LLC
$11.8B101,007,196 sh
MORGAN STANLEY
$9.4B80,401,715 sh
FMR LLC
$8.9B76,063,526 sh
Capital Research Global Investors
$7.9B67,174,294 sh
NORGES BANK
$6.4B54,835,694 sh

Fund	Value	Shares
BlackRock, Inc.	$42.1B	358,672,289
VANGUARD CAPITAL MANAGEMENT LLC	$28.8B	244,787,330
STATE STREET CORP	$23.2B	197,153,062
Invesco Ltd.	$16.2B	138,187,071
VANGUARD PORTFOLIO MANAGEMENT LLC	$14.0B	119,309,850
GEODE CAPITAL MANAGEMENT, LLC	$11.8B	101,007,196
MORGAN STANLEY	$9.4B	80,401,715
FMR LLC	$8.9B	76,063,526
Capital Research Global Investors	$7.9B	67,174,294
NORGES BANK	$6.4B	54,835,694

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Is CSCO a good stock to buy?

13F Pro's AI-powered analysis of CISCO SYSTEMS, INC. (CSCO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CSCO are available on the CSCO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CSCO is classified as a mega company.

Which hedge funds own CSCO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CSCO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CISCO SYSTEMS, INC.'s investment landscape.