Dell Technologies Inc. $DELL Shares Acquired by Woodmont Investment Counsel LLC

Woodmont Investment Counsel LLC lifted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 4.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 82,331 shares of the technology company’s stock after acquiring an additional 3,301 shares during the quarter. Woodmont Investment Counsel LLC’s holdings in Dell Technologies were worth $10,094,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Dell Technologies by 4.1% during the first quarter. Vanguard Group Inc. now owns 29,106,218 shares of the technology company’s stock worth $2,653,032,000 after acquiring an additional 1,145,658 shares during the period. Boston Partners increased its stake in shares of Dell Technologies by 34.4% during the first quarter. Boston Partners now owns 5,132,877 shares of the technology company’s stock worth $466,418,000 after acquiring an additional 1,312,600 shares during the period. Deutsche Bank AG grew its position in Dell Technologies by 38.1% during the first quarter. Deutsche Bank AG now owns 4,141,618 shares of the technology company’s stock worth $377,508,000 after buying an additional 1,142,012 shares during the period. Alkeon Capital Management LLC grew its position in Dell Technologies by 41.4% during the first quarter. Alkeon Capital Management LLC now owns 3,177,809 shares of the technology company’s stock worth $289,657,000 after buying an additional 931,032 shares during the period. Finally, Invesco Ltd. grew its position in Dell Technologies by 20.5% during the first quarter. Invesco Ltd. now owns 2,952,829 shares of the technology company’s stock worth $269,150,000 after buying an additional 502,764 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director V (Gp) L.L.C. Slta sold 2,220 shares of the firm’s stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $146.07, for a total transaction of $324,275.40. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of the firm’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $135.98, for a total transaction of $112,183,364.02. The disclosure for this sale can be found here. Insiders have sold a total of 3,781,682 shares of company stock worth $505,183,267 in the last three months. 42.00% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on DELL shares. Cowen restated a “hold” rating on shares of Dell Technologies in a research report on Friday, August 29th. Bank of America upped their target price on shares of Dell Technologies from $167.00 to $170.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. Barclays upped their target price on shares of Dell Technologies from $131.00 to $133.00 and gave the stock an “equal weight” rating in a research report on Wednesday, September 17th. Weiss Ratings restated a “hold (c+)” rating on shares of Dell Technologies in a research report on Saturday, September 27th. Finally, Wells Fargo & Company upped their target price on shares of Dell Technologies from $150.00 to $160.00 and gave the stock an “overweight” rating in a research report on Friday, August 29th. Sixteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $148.67.

Dell Technologies Price Performance

DELL stock opened at $140.64 on Monday. The company’s 50 day simple moving average is $131.84 and its 200-day simple moving average is $115.16. The firm has a market capitalization of $94.56 billion, a PE ratio of 20.68, a P/E/G ratio of 0.96 and a beta of 1.05. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $152.10.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, August 28th. The technology company reported $2.32 EPS for the quarter, beating the consensus estimate of $2.29 by $0.03. The business had revenue of $29.78 billion for 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 period in the prior 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. As a group, sell-side analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 31st. Investors of record on Tuesday, October 21st will be given a dividend of $0.525 per share. The ex-dividend date is Tuesday, October 21st. This represents a $2.10 dividend on an annualized basis and a yield of 1.5%. Dell Technologies’s dividend payout ratio (DPR) is 30.88%.

Dell Technologies Company 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).