Poinciana Advisors Group LLC Makes New $256,000 Investment in Dell Technologies Inc. $DELL

Poinciana Advisors Group LLC acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,091 shares of the technology company’s stock, valued at approximately $256,000.

Other institutional investors have also recently made changes to their positions in the company. Exchange Traded Concepts LLC grew its stake in shares of Dell Technologies by 25.9% in the 1st quarter. Exchange Traded Concepts LLC now owns 2,460 shares of the technology company’s stock worth $224,000 after acquiring an additional 506 shares in the last quarter. First Hawaiian Bank grew its stake in shares of Dell Technologies by 67.1% in the 1st quarter. First Hawaiian Bank now owns 34,878 shares of the technology company’s stock worth $3,179,000 after acquiring an additional 14,010 shares in the last quarter. Wealthcare Advisory Partners LLC grew its stake in shares of Dell Technologies by 44.9% in the 1st quarter. Wealthcare Advisory Partners LLC now owns 2,612 shares of the technology company’s stock worth $238,000 after acquiring an additional 809 shares in the last quarter. Mather Group LLC. grew its stake in shares of Dell Technologies by 113.3% in the 1st quarter. Mather Group LLC. now owns 1,043 shares of the technology company’s stock worth $95,000 after acquiring an additional 554 shares in the last quarter. Finally, Westbourne Investments Inc. grew its stake in shares of Dell Technologies by 167.5% in the 1st quarter. Westbourne Investments Inc. now owns 21,808 shares of the technology company’s stock worth $1,988,000 after acquiring an additional 13,657 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on DELL. Raymond James Financial upped their target price on shares of Dell Technologies from $150.00 to $152.00 and gave the stock an “outperform” rating in a research note on Friday, August 29th. Susquehanna restated a “neutral” rating and set a $125.00 price target on shares of Dell Technologies in a research report on Wednesday, August 13th. Cowen restated a “hold” rating on shares of Dell Technologies in a research report on Friday, August 29th. Evercore ISI increased their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the company an “outperform” rating in a research report on Friday, August 15th. Finally, Sanford C. Bernstein started coverage on shares of Dell Technologies in a research report on Monday, September 15th. They set an “outperform” rating and a $175.00 price target for the company. Sixteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $147.67.

Dell Technologies Stock Up 2.2%

Shares of NYSE:DELL opened at $133.64 on Tuesday. The firm has a market capitalization of $89.86 billion, a PE ratio of 19.65, a P/E/G ratio of 0.90 and a beta of 1.01. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $147.66. The company has a 50-day moving average price of $130.48 and a two-hundred day moving average price of $113.85.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, August 28th. The technology company reported $2.32 earnings per share for the quarter, topping analysts’ consensus estimates of $2.29 by $0.03. The firm had revenue of $29.78 billion during the quarter, compared to analyst estimates of $29.14 billion. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. The company’s quarterly revenue was up 19.0% on a year-over-year basis. During the same quarter last year, the business earned $1.89 earnings per share. Dell Technologies has set its Q3 2026 guidance at 2.450-2.450 EPS. FY 2026 guidance at 9.550-9.550 EPS. Analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 31st. Stockholders of record on Tuesday, October 21st will be issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Tuesday, October 21st. Dell Technologies’s dividend payout ratio is presently 30.88%.

Insider Activity

In other news, Director V (Gp) L.L.C. Slta sold 12,481 shares of the stock in a transaction dated Thursday, September 25th. The shares were sold at an average price of $130.62, for a total value of $1,630,268.22. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director William D. Green sold 50,000 shares of the stock in a transaction dated Monday, August 11th. The stock was sold at an average price of $140.00, for a total transaction of $7,000,000.00. Following the completion of the sale, the director directly owned 45,045 shares in the company, valued at approximately $6,306,300. The trade was a 52.61% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 3,204,462 shares of company stock valued at $420,370,484. Corporate insiders own 42.00% of the company’s stock.

About Dell Technologies

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).