블랙록 / BlackRock, Inc.
Holding $42.1B · 358,672,289 shares
Reduced
Report period 06/30/2026
CSCO
Company story
좌우로 넘겨보기 · 탭해서 크게 보기
Market valuation
Market cap
Shows how much the market values the whole company. A larger number usually means the company is viewed as a larger business.
Diluted EPS TTM
Shows how much the company earned for each share over the past year. Higher usually means more earnings are attributed to each share.
Financial health
ROE TTM
Shows how efficiently the company turns shareholders’ capital into profit. Higher can be positive, but heavy debt can also push it up.
ROA TTM
Shows how efficiently the company uses everything it owns to make profit. Higher generally means assets are being used more efficiently.
SEC 13F
Recent quarter-end position changes
Holding $42.1B · 358,672,289 shares
Report period 06/30/2026
Holding $3.9B · 33,412,725 shares
Report period 06/30/2026
Holding $1.1B · 9,713,396 shares
Report period 06/30/2026
Based on reported 13F managers. Filings are delayed and may not reflect current holdings.
MARKET NEWS
Recent market issues linked to this company, with the summary and impact path to review.
등록 매체 보도에 따르면 시스코(CSCO)의 Q4 매출은 증가세를 보였고 AI 수요가 강세를 유지한 반면, 마진 압박과 반복 매출 성장 둔화, 높은 밸류에이션이 언급되었다.
Impact path · IT 네트워킹 장비 기업 실적 발표
시스코(CSCO)가 과거 강조하던 반복 수익(recurring revenue) 비중이 줄어든 반면, 하이퍼스케일러 주문이 핵심 내러티브로 자리 잡았다. 경영진이 이전에는 전면에 내세웠던 반복 수익 지표는 후퇴했으며, 현재는 하이퍼스케일러 수주가 회사 설명의 중심에 있다.
Impact path · 경영진이 이전에 핵심으로 강조했던 반복 수익 비중이 축소됨
SEC CURRENT REPORTS
Current reports filed in the last 90 days. Review the event type and the original SEC filing.
SEC FORM 4
Open-market purchases and sales from retained SEC Form 4 records in the last 90 days.
P/E TTM
Helps you judge whether the current price is high compared with the company’s earnings. A high value can reflect strong growth expectations or a higher price burden.
P/B
Shows how much market expectations exceed the company’s net assets. A high value may mean the price reflects more growth expectations than assets alone.
FCF yield
Shows how much cash the company generates relative to its market value. Higher can mean stronger cash generation for the price paid.
ROIC TTM
Shows how well the core business performs with the money invested in it. Higher generally means better use of operating capital.
Current ratio
Shows how much room the company has to cover near-term bills. Higher can mean more short-term safety, but an unusually high number can also mean cash is tied up.
latest quarter
Cash conversion cycle
Shows how long it takes for sales to come back as cash. A short or negative cycle is usually easier on cash; a long cycle can increase funding pressure.
days · TTM basis
미국 도매물가(PPI) 인플레이션 지표가 완화되면서 연방준비제도의 정책 금리 동결 연장 가능성이 높아졌고, 이에 따라 미국 주식 지수가 상승했다.
Impact path · 미국 도매물가 인플레이션 지표 완화가 확인됨
4 · 10b5-1 indicated
Values reflect only SEC-reported open-market P/S transactions. Other transactions are not estimated.
View all Form 4 filings at SEC