Activest Wealth Management Acquires 6,039 Shares of Dell Technologies Inc. $DELL

Activest Wealth Management grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 201,300.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,042 shares of the technology company’s stock after buying an additional 6,039 shares during the quarter. Activest Wealth Management’s holdings in Dell Technologies were worth $857,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DELL. State Street Corp raised its position in Dell Technologies by 2.1% during the second quarter. State Street Corp now owns 14,099,317 shares of the technology company’s stock valued at $1,728,576,000 after purchasing an additional 292,167 shares during the period. Boston Partners increased its position in shares of Dell Technologies by 15.0% during the 2nd quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock valued at $725,586,000 after purchasing an additional 771,966 shares during the last quarter. Norges Bank purchased a new stake in Dell Technologies during the 2nd quarter valued at $528,279,000. Ameriprise Financial Inc. lifted its position in Dell Technologies by 37.1% in the second quarter. Ameriprise Financial Inc. now owns 3,203,732 shares of the technology company’s stock worth $392,802,000 after buying an additional 867,071 shares during the last quarter. Finally, DekaBank Deutsche Girozentrale boosted its stake in Dell Technologies by 0.7% during the second quarter. DekaBank Deutsche Girozentrale now owns 2,239,931 shares of the technology company’s stock worth $276,040,000 after buying an additional 14,956 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Dell is a supplier/partner in NxtGen’s large India AI “factory” project that will deploy thousands of NVIDIA Blackwell GPUs — a near-term revenue driver for Dell server, storage and networking hardware and channel services. India bets big on homegrown AI as Dell and NVIDIA power NxtGen’s mega AI factory Dell, NxtGen To Build India’s Largest AI Factory With Nvidia-backed Infrastructure Dell, NxtGen to build India’s largest AI factory with over 4,000 NVIDIA Blackwell GPUs
• Positive Sentiment: Recent fundamentals remain supportive: Dell beat EPS estimates in its last quarter, showed y/y revenue growth (~10.8%), and provided FY‑2026 EPS guidance — factors that continue to underpin investor confidence in free‑cash-flow generation and enterprise demand. (Company earnings/guidance from recent reporting.)
• Neutral Sentiment: Product and promotion news (new “Pro Max” business PCs and a consumer deal highlighted in retail coverage) could marginally help sales/mix but are unlikely to move results materially in the near term. Dell Pro Max PCs – Built for real-world performance Dell work and play machine is $530 off as a hot deal
• Neutral Sentiment: Short social/PR clips of Michael Dell (videos referencing his comments) have surfaced but carry little direct financial impact—mostly noise for traders. Michael Dell wants Trump Accounts to teach financial literacy. Michael Dell loves the idea of Trump accounts.
• Neutral Sentiment: Analyst/market commentary highlights Dell among tech names that could beat future earnings, which supports interest but is not an immediate catalyst. These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
• Negative Sentiment: Short interest rose sharply in January (up ~20% from end‑December), now ~6.7% of float with ~3.6 days to cover — a potential headwind that could amplify downside on weak headlines or broader market sells.
• Negative Sentiment: Recent intraday weakness reported yesterday and analyst notes flagging short-term market pressure show there is still volatility around the name despite the AI opportunity. Dell Technologies (DELL) Stock Falls Amid Market Uptick: What Investors Need to Know

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $117.26 on Thursday. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The firm has a market capitalization of $77.70 billion, a price-to-earnings ratio of 15.63, a PEG ratio of 0.76 and a beta of 1.03. The stock has a 50 day moving average price of $126.14 and a 200 day moving average price of $133.45.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. During the same period in the previous year, the company posted $2.15 EPS. Dell Technologies’s revenue was up 10.8% on a year-over-year basis. 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. Analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th will be given a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 20th. Dell Technologies’s dividend payout ratio is presently 28.00%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the sale, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 42.00% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on DELL. TD Cowen increased their target price on shares of Dell Technologies from $130.00 to $150.00 and gave the company a “hold” rating in a research note on Wednesday, October 8th. Daiwa Capital Markets increased their price objective on shares of Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Citic Securities boosted their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, November 28th. Mizuho upped their target price on Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a research note on Wednesday, November 26th. Finally, Morgan Stanley raised their price target on Dell Technologies from $110.00 to $113.00 and gave the stock an “underweight” rating in a research note on Wednesday, November 26th. Eighteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $161.26.

Dell Technologies Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.