Dell Technologies Inc. $DELL Stock Holdings Increased by Vise Technologies Inc.

Vise Technologies Inc. boosted its position in Dell Technologies Inc. (NYSE:DELL) by 7.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 34,851 shares of the technology company’s stock after acquiring an additional 2,481 shares during the quarter. Vise Technologies Inc.’s holdings in Dell Technologies were worth $18,748,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Bank of America Corp DE grew its stake in Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after buying an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP raised its stake in Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after buying an additional 1,474,347 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of Dell Technologies by 3.0% during the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after buying an additional 27,668 shares during the period. Swiss National Bank increased its holdings in shares of Dell Technologies by 4.7% during the 1st quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock valued at $152,806,000 after purchasing an additional 41,700 shares in the last quarter. Finally, Amundi boosted its position in Dell Technologies by 5.8% during the first quarter. Amundi now owns 845,709 shares of the technology company’s stock worth $138,806,000 after acquiring an additional 46,240 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of recent analyst reports. Truist Financial increased their target price on shares of Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a research report on Wednesday, September 2nd. Daiwa Securities Group raised their target price on Dell Technologies from $465.00 to $625.00 and gave the company an “outperform” rating in a research note on Friday, September 18th. Mizuho lifted their price objective on Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a research report on Tuesday, October 6th. Royal Bank Of Canada began coverage on shares of Dell Technologies in a report on Thursday, September 10th. They set an “outperform” rating and a $640.00 price objective for the company. Finally, Cantor Fitzgerald started coverage on shares of Dell Technologies in a research note on Wednesday, September 2nd. They issued an “overweight” rating on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $569.96.

Insider Transactions at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $47,176,751.94. Following the sale, the director owned 64,209 shares in the company, valued at $33,217,884.06. This represents a 58.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $42,942,324.04. Following the completion of the sale, the director owned 73,185 shares of the company’s stock, valued at $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,819,650 shares of company stock valued at $991,183,596. 41.50% of the stock is owned by insiders.

Dell Technologies Stock Down 10.9%

Shares of Dell Technologies stock opened at $423.63 on Friday. The stock has a market cap of $269.35 billion, a price-to-earnings ratio of 24.59, a P/E/G ratio of 0.44 and a beta of 1.37. The company’s fifty day moving average is $513.74 and its 200 day moving average is $330.29. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. The business had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. Dell Technologies’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.70 EPS. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, equities analysts anticipate that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th were given a $0.63 dividend. The ex-dividend date was Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s payout ratio is presently 14.63%.

Dell Technologies News Roundup

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Dell’s AI infrastructure business remains a key long-term support. Recent coverage highlighted accelerating storage growth, a reported $95 billion backlog and rising earnings estimates, while expanded AI security and cyber-resilience capabilities could strengthen its position against Cisco and Hewlett Packard Enterprise. Everpure vs. Dell: Which Data Storage Stock Is the Better Buy Now? DELL Expands AI Security Capabilities
• Neutral Sentiment: One report characterized Dell as a founder-led technology company with potential for continued innovation and global growth, but it does not introduce a new catalyst for the current session. Founder-Led Giants Redefining Technology and Global Market Growth
• Neutral Sentiment: A filing-related report said an account associated with Donald Trump sold as much as $1 million of Dell stock, despite his public comments encouraging purchases. The transaction may attract attention but is small relative to Dell’s market value and does not change the company’s fundamentals. Trump Filing Reveals Dell Stock Sale
• Negative Sentiment: Intel warned that memory shortages are constraining PC demand and that weakness could persist, hurting computer and server manufacturers. Dell fell alongside HP, Hewlett Packard Enterprise and Super Micro as investors priced in slower hardware demand and potential supply-cost pressure. Dell Sinks as Intel Warning Hits Hardware Stocks
• Negative Sentiment: Intel’s weak fourth-quarter outlook, margin pressure and roughly 25% share-price reset reinforced concerns about a prolonged PC downturn. The read-through is negative for Dell’s traditional PC business, even though AI servers may continue to grow. Silicon Shock: Intel’s Valuation Reset
• Negative Sentiment: Investors are also questioning whether Dell’s rally has outpaced its fundamentals, citing sharply weaker cash flow and negative shareholders’ equity. Those concerns increase sensitivity to any slowdown in AI or broader hardware demand. The Next AI Stock to Break Out May Not Be on Most Investors’ Radar

Dell Technologies Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.