Dell Technologies Inc. $DELL Stock Holdings Reduced by Optimize Financial Inc

Optimize Financial Inc cut its position in shares of Dell Technologies Inc. (NYSE:DELL) by 43.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,048 shares of the technology company’s stock after selling 8,338 shares during the period. Dell Technologies accounts for about 0.8% of Optimize Financial Inc’s investment portfolio, making the stock its 14th largest position. Optimize Financial Inc’s holdings in Dell Technologies were worth $1,566,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in DELL. Phoenix Financial Ltd. raised its stake in shares of Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after purchasing an additional 16,488 shares in the last quarter. Stonegate Investment Group LLC increased its holdings in Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after buying an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI increased its holdings in Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after buying an additional 16,711 shares during the period. Allspring Global Investments Holdings LLC lifted its holdings in shares of Dell Technologies by 4.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after acquiring an additional 12,695 shares during the period. Finally, Carnegie Investment Counsel boosted its position in shares of Dell Technologies by 904.0% during the 3rd quarter. Carnegie Investment Counsel now owns 18,484 shares of the technology company’s stock valued at $2,620,000 after acquiring an additional 16,643 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL stock opened at $117.03 on Wednesday. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $168.08. The stock has a market capitalization of $77.56 billion, a PE ratio of 15.60, a PEG ratio of 0.69 and a beta of 1.03. The stock’s fifty day moving average is $125.66 and its 200-day moving average is $133.26.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.12. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The business had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. During the same quarter in the prior year, the company earned $2.15 EPS. The firm’s quarterly 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. As a group, analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

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

Insiders Place Their Bets

In related news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the completion of the transaction, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. The trade was a 5.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 42.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

DELL has been the subject of several recent research reports. Sanford C. Bernstein increased their price target on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 8th. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Argus raised their target price on Dell Technologies from $150.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, October 9th. Citigroup lowered their price target on Dell Technologies from $175.00 to $165.00 and set a “buy” rating on the stock in a research report on Tuesday, January 20th. Finally, Barclays upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $148.00 price objective for the company in a research note on Thursday, January 15th. Eighteen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $161.26.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Large, visible AI server demand — MarketBeat highlights a reported $18.4B backlog for Dell AI servers and $30B year‑to‑date AI orders, positioning Dell as a primary beneficiary of an AI hardware refresh cycle. This provides revenue visibility and is a clear growth catalyst. The AI in a Box Trade: Hardware Is the Next Boom (DELL)
• Positive Sentiment: Strong earnings-sprint momentum — Zacks notes Dell’s history of beating estimates and argues the company has the inputs (backlog, margin trends) to potentially outpace consensus again, supporting upside to future quarters. Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Institutional/analyst backing and screens — Dell was listed among MarketBeat’s MarketRank ideas and several analyst roundups continue to highlight long‑term upside tied to AI infrastructure exposure, which can attract buy‑and‑hold flows. Top 5 MarketRank™ Stocks Backed by Analysts and Big Institutions (DELL)
• Neutral Sentiment: Analyst commentary mixed but generally constructive — Recent pieces (Zacks/Barchart/Yahoo) revisit sell‑side ratings and consensus, noting Dell’s long‑term case while pointing out near‑term cyclicality; this keeps volatility likely around earnings and macro prints. Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
• Neutral Sentiment: IT hardware market softening but Dell retains AI strength — Coverage notes overall hardware market weakness in 2026, but Dell’s AI server franchise is a relative outperformer, which moderates downside risk. IT hardware market slows in 2026, Dell Technologies (DELL) maintains AI server strength
• Negative Sentiment: 401(k) lawsuit creates headline and potential liability risk — Business Insider reports five ex‑employees suing Dell alleging retirement‑plan mismanagement that they say cost workers ~$318M; this could spark legal costs, settlement risk, and reputational pressure. 5 ex-Dell employees are suing the company, alleging mismanagement of its retirement plan and saying it cost workers $318 million
• Negative Sentiment: Short‑term sell pressure / profit‑taking explanation — Zacks published a note explaining why DELL underperformed the broader market in the most recent session, reflecting short‑term profit‑taking and rotation dynamics despite the fundamental tailwinds. Here’s Why Dell Technologies (DELL) Fell More Than Broader Market

Dell Technologies Company 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.