Dell Technologies Inc. $DELL Position Raised by Brown Advisory Inc.

Brown Advisory Inc. raised its position in shares of Dell Technologies Inc. (NYSE:DELL) by 11.0% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 155,361 shares of the technology company’s stock after purchasing an additional 15,458 shares during the quarter. Brown Advisory Inc.’s holdings in Dell Technologies were worth $19,047,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of DELL. RWA Wealth Partners LLC lifted its holdings in shares of Dell Technologies by 1.0% in the second quarter. RWA Wealth Partners LLC now owns 8,953 shares of the technology company’s stock valued at $1,098,000 after buying an additional 88 shares during the period. Summit Investment Advisors Inc. raised its position in Dell Technologies by 3.1% in the first quarter. Summit Investment Advisors Inc. now owns 3,004 shares of the technology company’s stock worth $274,000 after acquiring an additional 90 shares in the last quarter. Tradewinds Capital Management LLC lifted its holdings in Dell Technologies by 4.9% in the 2nd quarter. Tradewinds Capital Management LLC now owns 2,130 shares of the technology company’s stock valued at $261,000 after acquiring an additional 100 shares during the last quarter. Westside Investment Management Inc. boosted its position in shares of Dell Technologies by 84.7% during the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Johnson Financial Group Inc. boosted its position in shares of Dell Technologies by 66.2% during the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after purchasing an additional 100 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Transactions at Dell Technologies

In other news, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of the stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $135.98, for a total value of $112,183,364.02. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 565,000 shares of the business’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $132.32, for a total transaction of $74,760,800.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,537,755 shares of company stock worth $642,644,973 in the last quarter. 42.00% of the stock is owned by corporate insiders.

Dell Technologies Stock Performance

NYSE DELL opened at $138.81 on Monday. The firm’s 50 day moving average price is $143.99 and its two-hundred day moving average price is $131.67. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The stock has a market cap of $93.33 billion, a price-to-earnings ratio of 18.51, a PEG ratio of 0.93 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.47 by $0.12. The business had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.Dell Technologies’s revenue was up 10.8% compared to the same quarter last year. During the same quarter last year, the firm posted $2.15 earnings per share. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. On average, research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th will be paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Tuesday, January 20th. Dell Technologies’s payout ratio is 28.00%.

Wall Street Analyst Weigh In

Several analysts recently commented on DELL shares. Daiwa Capital Markets increased their target price on shares of Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Argus upped their price target on Dell Technologies from $150.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, October 9th. Fox Advisors lowered Dell Technologies from an “overweight” rating to an “equal weight” rating in a research note on Friday, August 29th. Piper Sandler restated an “overweight” rating on shares of Dell Technologies in a report on Wednesday, November 26th. Finally, Citic Securities upped their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $162.84.

Dell Technologies Profile

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).