National Pension Service Raises Stock Position in Dell Technologies Inc. $DELL

National Pension Service lifted its position in Dell Technologies Inc. (NYSE:DELL) by 7.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 786,221 shares of the technology company’s stock after purchasing an additional 56,110 shares during the quarter. National Pension Service’s holdings in Dell Technologies were worth $111,463,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Cornerstone Wealth Management LLC grew its holdings in shares of Dell Technologies by 7.6% during the third quarter. Cornerstone Wealth Management LLC now owns 10,865 shares of the technology company’s stock worth $1,540,000 after purchasing an additional 770 shares in the last quarter. AlphaQuest LLC lifted its position in Dell Technologies by 208.1% during the third quarter. AlphaQuest LLC now owns 1,448 shares of the technology company’s stock valued at $205,000 after purchasing an additional 978 shares during the last quarter. SYM FINANCIAL Corp purchased a new position in Dell Technologies in the 3rd quarter worth approximately $212,000. Golden State Wealth Management LLC raised its position in shares of Dell Technologies by 11.2% during the 3rd quarter. Golden State Wealth Management LLC now owns 5,216 shares of the technology company’s stock valued at $739,000 after buying an additional 525 shares in the last quarter. Finally, Activest Wealth Management lifted its holdings in shares of Dell Technologies by 201,300.0% during the 3rd quarter. Activest Wealth Management now owns 6,042 shares of the technology company’s stock worth $857,000 after acquiring an additional 6,039 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the sale, the director directly owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 42.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have issued reports on DELL shares. Daiwa Capital Markets lifted their price target on Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Susquehanna boosted their target price on Dell Technologies from $120.00 to $130.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a research report on Wednesday, January 21st. Morgan Stanley boosted their price objective on shares of Dell Technologies from $110.00 to $113.00 and gave the stock an “underweight” rating in a report on Wednesday, November 26th. Finally, JPMorgan Chase & Co. increased their target price on shares of Dell Technologies from $165.00 to $170.00 and gave the company an “overweight” rating in a report on Monday, November 17th. Eighteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $161.26.

Dell Technologies Trading Down 3.5%

Shares of DELL opened at $114.39 on Friday. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08. The firm’s 50-day moving average price is $126.00 and its 200-day moving average price is $133.32. The firm has a market capitalization of $75.81 billion, a price-to-earnings ratio of 15.25, a PEG ratio of 0.79 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS 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 company had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. During the same quarter last year, the business posted $2.15 EPS. The firm’s revenue for the quarter was up 10.8% compared to the same quarter last year. 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 Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were paid a dividend of $0.525 per share. The ex-dividend date was Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis and a yield of 1.8%. Dell Technologies’s payout ratio is presently 28.00%.

About Dell Technologies

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.