Orgel Wealth Management 13F: New $224K Stake in CSCO
Orgel Wealth Management disclosed a new stake in Cisco Systems, Inc. in an SEC filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Orgel Wealth Management opened a new position of 2,084 shares in Cisco Systems, Inc. ($CSCO), according to a 13F filing with the SEC dated October 14, 2026. It reported 2,084 shares worth $224,301 at the end of the quarter.
Since the filing, $CSCO is down 5.5% to date (from the $113.64 close on Oct 14, 2026).
Find the original: Orgel Wealth Management 13F filings on SEC EDGAR
CSCO
Cisco Systems, Inc.
Key Points
- Orgel Wealth Management bought a new stake of 2,084 shares in Cisco Systems, Inc. valued at $224,301, according to a Form 13F filing on October 14, 2026.
- Cisco shares recently traded around $107.67 as of October 16, 2026, sitting below their 50-day moving average but above the 200-day level.
- The networking giant generated $63.32 billion in trailing twelve-month revenue and carries a consensus buy rating among analysts.
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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
Orgel Wealth Management added a fresh position in Cisco Systems, Inc. CSCO, acquiring 2,084 shares valued at $224,301. The details emerged in a Form 13F filing with the U.S. Securities and Exchange Commission on October 14, 2026. Because 13F reports look backward at the end of a quarter, the filing shows what the firm held at that time and might not match its exact holdings today.
What Changed in Orgel Wealth Management's Cisco Position
Orgel Wealth Management initiated a brand-new stake in the network hardware provider by purchasing 2,084 shares. The total value of the new holding reached $224,301 at the time of the report. As a new entry into the portfolio, this move establishes an initial footprint in the tech firm.
Other Institutional Activity in Cisco Systems
Blackrock Inc. reduced its holdings by 6,388,565 shares, ending with 358,672,289 shares worth $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. cut its holdings by 1,494,594 shares, ending with 138,187,071 shares worth $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 5.3%
Cisco shares recently traded around $107.67 as of October 16, 2026. The price sits below its 50-day moving average of $111.89, yet remains above its 200-day moving average of $99.40. Over the past year, the stock has moved between a low of $68.95 and a high of $130.37.
Recent Earnings
Cisco posted trailing twelve-month revenue of $63,324,999,680 alongside earnings of $3.33 per share. The business achieved a net profit margin of 21.0% and a return on equity of 27.3%. Investors look ahead to the next earnings report scheduled for 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 yielding 1.53%, supported by a dividend payout ratio of 49.9%.
Insider Buying and Selling at Cisco Systems, Inc.
Marianna Tessel bought 251 shares on June 15, 2026, at an average price of $120.17 for a total of $30,162.67. Mark Patterson, Chief Financial Officer, sold 1,795 shares on September 11, 2026, at an average price of $108.87 for a total of $195,422.00. Oliver Tuszik sold 680 shares on September 14, 2026, at an average price of $110.18 for a total of $74,922.00. Thimaya K Subaiya sold 312 shares on September 14, 2026, at an average price of $110.18 for a total of $34,376.00.
Analysts Set New Price Targets
On August 13, 2026, UBS maintained a Buy rating and raised its target from $132.00 to $138.00. On August 14, 2026, HSBC downgraded the stock to Hold and cut its target from $137.00 to $120.00. 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 and lowered its target from $132.00 to $125.00. On September 30, 2026, Bernstein initiated a Market Perform rating with a $110.00 target. Across 25 analyst opinions, the stock carries a consensus buy recommendation with a mean price target of $136.16.
About Cisco Systems
Cisco Systems, Inc. builds hardware, software, and service platforms that connect computer networks and secure digital infrastructure worldwide. Founded in San Jose, California, the company provides core routing, switching, and security tools that underpin corporate and telecommunications networks globally.
Bottom Line
Orgel Wealth Management's new position contributes to the ongoing institutional mix in Cisco as market participants track upcoming earnings. Because 13F filings lag behind real-time trading, observers should review subsequent regulatory updates to verify if the firm maintains this exposure. 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: Orgel Wealth Management's 13F filing on $CSCO (Oct 14, 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: Orgel Wealth Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts