Skandinaviska Enskilda Banken AB publ Increases Stock Position in Dell Technologies Inc. $DELL

Skandinaviska Enskilda Banken AB publ lifted its position in Dell Technologies Inc. (NYSE:DELL) by 25.5% in the third quarter, Holdings Channel reports. The firm owned 91,409 shares of the technology company’s stock after acquiring an additional 18,575 shares during the period. Skandinaviska Enskilda Banken AB publ’s holdings in Dell Technologies were worth $12,951,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of DELL. Phoenix Financial Ltd. increased its holdings in Dell Technologies by 95.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after acquiring an additional 16,488 shares in the last quarter. Stonegate Investment Group LLC boosted its holdings in shares of Dell Technologies by 24,493.8% during the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after purchasing an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI grew its position in shares of Dell Technologies by 637.3% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after purchasing an additional 16,711 shares during the period. Providence Capital Advisors LLC acquired a new position in Dell Technologies in the third quarter valued at $7,060,000. Finally, Allspring Global Investments Holdings LLC boosted its stake in Dell Technologies by 4.9% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after buying an additional 12,695 shares during the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Wall Street Zen lowered shares of Dell Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Raymond James Financial upped their price objective on Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a report on Wednesday, November 26th. Evercore set a $180.00 target price on Dell Technologies and gave the company an “outperform” rating in a report on Monday, November 3rd. Finally, Zacks Research downgraded Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $160.37.

Insider Buying and Selling at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the firm’s stock in a transaction on 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 completion of the sale, the director directly owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 42.00% of the company’s stock.

Dell Technologies Price Performance

Shares of DELL opened at $116.81 on Thursday. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $168.08. The stock’s 50-day moving average is $121.90 and its two-hundred day moving average is $132.39. The stock has a market cap of $77.41 billion, a PE ratio of 15.57, a P/E/G ratio of 0.67 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. The business had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The company’s revenue for the quarter was up 10.8% compared to the same quarter last year. During the same quarter last year, the firm earned $2.15 earnings per share. 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 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 was paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th were given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s payout ratio is presently 28.00%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell and Ooredoo announced a collaboration to advance AI innovation and deepen cooperation across cloud/edge offerings — a strategic partnership that can drive regional sales and services adoption. Dell Technologies and Ooredoo collaborate
• Positive Sentiment: Reports highlight strong AI-driven sales and “jaw-dropping” dividend news, signaling management confidence in cash flow and shareholder returns as AI demand accelerates. Dividend and AI sales coverage
• Positive Sentiment: Dell is planning an ~$8M upgrade to its Round Rock campus — modest capex but a sign of ongoing investment in infrastructure and employee-facing operations. Round Rock campus upgrade
• Positive Sentiment: McLaren Racing extended its relationship with Dell, reinforcing brand visibility and performance use-cases for Dell’s infrastructure and edge solutions. McLaren partnership
• Positive Sentiment: Independent testing (Principled Technologies) found a Dell Pro 14 outperforming HP and Lenovo AI PCs in real-world AI tasks — supports product competitiveness in AI endpoints. Principled Technologies report
• Positive Sentiment: 6WIND announced a VSR appliance built on Dell PowerEdge servers (Intel Xeon 6) — another OEM/ISV endorsement that may support server demand. 6WIND on PowerEdge
• Positive Sentiment: Dell’s CFO will present at the Morgan Stanley TMT conference in early March — provides management access to investors to discuss AI traction, margin outlook and capital allocation. Investor conference presentation
• Neutral Sentiment: Analyst and media pieces are re-assessing Dell’s valuation after recent share weakness — useful context for investors but not news-driving by itself. Valuation assessment
• Neutral Sentiment: A Zacks comparison of Dell vs. Super Micro highlights growth trade-offs: SMCI’s faster AI-driven revenue growth versus Dell’s scale and margin pressure — frames competitive dynamics. DELL vs SMCI analysis
• Negative Sentiment: Morgan Stanley cut its price target on DELL to $101 and kept an “underweight” rating — a substantive near-term headwind that could pressure sentiment and weigh on the stock. Morgan Stanley price target cut
• Negative Sentiment: Market coverage noted recent intraday weakness with the stock underperforming some market moves — a reminder investors remain sensitive to guidance, margins and analyst positioning. DELL stock sinks coverage

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.