Dell Technologies Inc. $DELL Shares Sold by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC reduced its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 54.3% in the third quarter, HoldingsChannel reports. The firm owned 4,651 shares of the technology company’s stock after selling 5,516 shares during the period. Knights of Columbus Asset Advisors LLC’s holdings in Dell Technologies were worth $2,502,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Wellington Management Group LLP grew 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 valued at $1,090,294,000 after purchasing an additional 1,474,347 shares during the last quarter. Bank of America Corp DE raised its holdings in Dell Technologies by 7.6% in the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in Dell Technologies by 107.8% in the third quarter. Robeco Institutional Asset Management B.V. now owns 651,154 shares of the technology company’s stock worth $350,288,000 after purchasing an additional 337,836 shares in the last quarter. Renaissance Technologies LLC lifted its position in shares of Dell Technologies by 70.2% during the first quarter. Renaissance Technologies LLC now owns 721,577 shares of the technology company’s stock valued at $118,432,000 after buying an additional 297,500 shares during the last quarter. Finally, Quantinno Capital Management LP lifted its position in shares of Dell Technologies by 73.4% during the first quarter. Quantinno Capital Management LP now owns 438,347 shares of the technology company’s stock valued at $71,946,000 after buying an additional 185,527 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. The trade was a 58.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the transaction, the director owned 73,185 shares in the company, valued at $37,861,527.90. The trade was a 53.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,819,650 shares of company stock valued at $991,183,596 over the last ninety days. 41.50% of the stock is currently owned by insiders.

Latest Dell Technologies News

Here’s some of the latest news about DELL:

• Positive Sentiment: CoreWeave’s stronger-than-expected results and higher revenue guidance, alongside a higher floor for its 2026 capital spending plan, renewed expectations for AI infrastructure demand. That is a favorable read-through for Dell’s reported $95 billion AI-server backlog. Article: Dell Stocks Jump as CoreWeave’s Bigger Spending Plan Revives AI Server Bets
• Positive Sentiment: A broader technology and AI-server stock rebound also supported Dell shares after a steep recent sell-off. Article: Dell Jumps as AI Server Stocks Rebound
• Neutral Sentiment: Investors are weighing Dell’s AI opportunity against execution risks: coverage highlights potential pressure from weak PC demand, rising costs and the profitability mix of its AI-server business. Article: Dell Has a $95 Billion AI Server Backlog. Is the Stock a Buy?

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $374.67 on Thursday. The business’s 50-day moving average is $499.22 and its 200 day moving average is $339.97. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51. The firm has a market capitalization of $238.22 billion, a P/E ratio of 21.75, a P/E/G ratio of 0.35 and a beta of 1.45.

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 company had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The firm’s revenue was up 57.7% compared to the same quarter last year. During the same period last year, the business posted $1.70 earnings per share. 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. On average, analysts expect that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th were issued a dividend of $0.63 per share. The ex-dividend date was Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.7%. Dell Technologies’s dividend payout ratio is 14.63%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on DELL shares. TD Cowen raised their price target on shares of Dell Technologies from $500.00 to $550.00 and gave the company a “hold” rating in a report on Tuesday, September 29th. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Weiss Ratings lowered shares of Dell Technologies from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, November 3rd. Fox Advisors raised shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 target price for the company in a research report on Wednesday, September 2nd. Finally, Cantor Fitzgerald started coverage on shares of Dell Technologies in a research note on Wednesday, September 2nd. They issued an “overweight” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $569.96.

Dell Technologies Company Profile

Dell Technologies is a global technology company that develops, sells and supports computers and related infrastructure. Its products include personal computers, workstations, monitors and peripherals, as well as servers, storage systems and networking equipment for businesses and other organizations. The company also provides technology services and solutions, including support, consulting and offerings related to cloud computing, data management and cybersecurity. Dell serves consumers, businesses, governments and other institutions in markets around the world.