CSM Advisors LLC Sells 79,955 Shares of Dell Technologies Inc. $DELL

CSM Advisors LLC decreased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 69.2% during the third quarter, HoldingsChannel reports. The institutional investor owned 35,626 shares of the technology company’s stock after selling 79,955 shares during the period. CSM Advisors LLC’s holdings in Dell Technologies were worth $5,049,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the company. Armstrong Advisory Group Inc. boosted its stake in Dell Technologies by 3.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock valued at $259,000 after purchasing an additional 63 shares during the last quarter. Flagship Harbor Advisors LLC raised its stake in shares of Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after purchasing an additional 71 shares during the last quarter. Westside Investment Management Inc. lifted its holdings in shares of Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares in the last quarter. Pinnacle Associates Ltd. boosted its position in shares of Dell Technologies by 0.4% during the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after buying an additional 78 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC increased its holdings in Dell Technologies by 2.3% in the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock worth $504,000 after buying an additional 81 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent analyst reports. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. JPMorgan Chase & Co. decreased their price objective on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Finally, Daiwa Securities Group lifted their target price on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Sixteen 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, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $163.28.

Insider Transactions at Dell Technologies

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jennifer D. Saavedra sold 10,200 shares of the business’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $145.00, for a total value of $1,479,000.00. Following the sale, the insider directly owned 252,715 shares of the company’s stock, valued at $36,643,675. This represents a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,174,964 shares of company stock worth $173,923,497 in the last three months. Corporate insiders own 42.00% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Strong AI-driven revenue momentum: analysts and coverage point to a multibillion-dollar AI/server backlog and a recent quarter that beat EPS and revenue expectations, underscoring durable demand for servers and infrastructure. What’s Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Higher-margin storage opportunity: market writeups highlight Dell’s positioning to capture a profitable “storage attach” market tied to AI deployments, which could lift gross margins if adoption accelerates. Dell Technologies (DELL) Prepared for High-Margin Storage Attach Opportunity
• Positive Sentiment: Shareholder-friendly move: management raised the quarterly dividend ~20%, signaling confidence in cash flow and supporting yield-sensitive buyers. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Neutral Sentiment: Surging component demand — opportunity vs. cost: Dell execs say AI has created “almost infinite demand” for memory components, which supports order visibility but creates cost/availability uncertainty. AI has created ‘almost infinite demand’ for memory components, Dell execs say
• Neutral Sentiment: Long-term infrastructure play: partnership/briefings with the U.S. Department of Energy on national AI infrastructure raise Dell’s strategic profile, a longer-horizon positive but not an immediate earnings driver. Dell and DOE Partner on Building AI Infrastructure
• Negative Sentiment: Insider selling: recent filings show material insider sales (including a ~10,200-share sale by Jennifer Saavedra and larger director-level sales reported elsewhere), which can weigh on sentiment and add supply pressure. Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock Ellen Jamison Kullman Sells 150,346 Shares
• Negative Sentiment: Margin risk from rising component costs and workforce shifts: articles note headcount cutbacks in Texas despite revenue growth and highlight memory/DRAM cost pressure that could compress hardware margins even as top line expands. Dell’s Texas headcount shrinks even as revenue surges Margin concerns discussed in Forbes

Dell Technologies Stock Up 1.2%

Shares of NYSE:DELL opened at $151.66 on Monday. The stock has a market capitalization of $100.50 billion, a PE ratio of 17.39, a price-to-earnings-growth ratio of 0.71 and a beta of 0.97. The firm’s 50 day moving average price is $125.21 and its 200-day moving average price is $132.89. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same period in the previous year, the business posted $2.68 earnings per share. The firm’s quarterly revenue was up 39.5% compared to the same quarter last year. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is presently 28.90%.

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.