Tritonpoint Wealth LLC Sells 8,183 Shares of Cisco Systems, Inc. $CSCO

04 Apr 2026, 08:36 by Scott Moore · The Cerbat Gem

Tritonpoint Wealth LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 36.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,046 shares of the network equipment provider’s stock after selling 8,183 shares during the period. Tritonpoint Wealth LLC’s holdings in Cisco Systems were worth $1,082,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in CSCO. State Street Corp raised its stake in Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after acquiring an additional 1,067,872 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after purchasing an additional 5,081,469 shares during the last quarter. Northern Trust Corp increased its position in shares of Cisco Systems by 3.5% during the 3rd quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock worth $3,318,275,000 after purchasing an additional 1,631,703 shares in the last quarter. Franklin Resources Inc. lifted its holdings in Cisco Systems by 4.4% during the 3rd quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares during the last quarter. Finally, Legal & General Group Plc lifted its holdings in Cisco Systems by 7.2% during the 3rd quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider’s stock valued at $2,577,720,000 after purchasing an additional 2,535,716 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

More Cisco Systems News

Here are the key news stories impacting Cisco Systems this week:

Positive Sentiment: Cisco published a new “State of Wireless” report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a “full‑stack approach to AI” — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
Neutral Sentiment: Stories flagging that CSCO is a “trending” ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. BNP Paribas Exane lifted their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. CICC Research raised their price target on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a report on Friday, February 13th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Finally, Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and raised their target price for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $89.76.

Read Our Latest Research Report on CSCO

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the sale, the chief executive officer owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $79.02 on Friday. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The firm has a 50 day simple moving average of $79.36 and a 200 day simple moving average of $75.62. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The firm has a market cap of $312.12 billion, a P/E ratio of 27.73, a P/E/G ratio of 2.98 and a beta of 0.83.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.94 EPS. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a $0.42 dividend. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Cisco Systems Profile

(Free Report)

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.