Lanark Financial 13F: Adds $1.3M to Cisco Systems (CSCO) Stake
Key Points
- Lanark Financial increased its holdings in Cisco by 11,614 shares, a 38.0% rise, valued at approximately $1.25 million.
- Lanark Financial held 42,161 $CSCO shares at quarter end, up 38.02% from the prior quarter.
- Cisco's stock recently traded around $110.25, which is about equal to its closing price of $110.24 on the filing date.
- Other institutional investors, like UniSuper Management, also adjusted their positions in Cisco, increasing their holdings by 113,004 shares.
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On October 26, 2026, Lanark Financial boosted its stake in Cisco Systems, Inc. (CSCO) by 11,614 shares, bringing its total to 42,161 shares valued at about $4.54 million. This information comes from the fund's latest Form 13F filing with the SEC.
The increase in shares represents a 38.0% rise in Lanark's position in Cisco. The new total value of their investment is approximately $4.54 million, contributing to a portfolio weight of 1.66% and ranking 16th among the fund's 2,480 reported positions.
CSCO
Cisco Systems, Inc.
Where Cisco Fits in Lanark Financial's Portfolio
Lanark's increased position in Cisco shows a significant boost in their investment strategy, with the new shares estimated to have appreciated since their acquisition. This change highlights the importance of Cisco in Lanark's overall portfolio, now accounting for a larger share of their holdings.
Cisco's stock recently traded around $110.25, which is about equal to its closing price of $110.24 on October 26, 2026. The shares are currently above their 200-day moving average by about 9.7%, but are still below their 52-week high of $130.37 by 15.4%. The stock has a market cap of about $434.6 billion and a P/E ratio of 33.1.
Recent Earnings
Cisco reported trailing twelve-month revenue of approximately $63.3 billion, reflecting a year-over-year growth of 17.6%. The company is set to announce its next earnings report on November 12, 2026.
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 pays an annual dividend rate of $1.68 per share, translating to a yield of approximately 1.52%. The payout ratio stands at 49.9%.
Insider Buying and Selling at Cisco Systems, Inc.
Several insiders sold shares of Cisco earlier this year. For example, Officer Nichlas A. Fink sold 2,274 shares at an average price of $109.36 on September 8, 2026. Similarly, Chief Financial Officer Mark Patterson sold 1,795 shares at $108.87 on September 11, 2026.
Analysts Set New Price Targets
On August 13, 2026, UBS maintained a "Buy" rating on Cisco with a price target of $138.00, while HSBC downgraded its rating to "Hold" with a target of $120.00 on August 14, 2026. The consensus among analysts is a "Buy" rating with a mean price target of $136.16 based on 25 opinions.
About Cisco Systems, Inc.
Cisco Systems, Inc. designs and sells technology solutions that help secure and optimize internet connectivity globally. The company plays a crucial role in the technology sector, particularly in communication equipment.
Bottom Line
Looking ahead, investors should keep an eye on Cisco's upcoming earnings report on November 12, 2026, as well as any further filings from Lanark Financial. This recent boost in Cisco's position reflects ongoing confidence in the company's growth prospects.
Related Filing Alerts
Source: Lanark Financial's 13F filing on $CSCO (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts