2,664 Dell Technologies Inc. $DELL Shares Acquired by Vest Financial LLC

Vest Financial LLC boosted its stake in Dell Technologies Inc. (NYSE:DELL) by 20.6% during the third quarter, Holdings Channel reports. The institutional investor owned 15,603 shares of the technology company’s stock after buying an additional 2,664 shares during the period. Vest Financial LLC’s holdings in Dell Technologies were worth $8,394,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Wellington Management Group LLP raised its holdings in Dell Technologies by 140.1% in the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after acquiring an additional 1,474,347 shares during the period. Bank of America Corp DE boosted its position in shares of Dell Technologies by 7.6% in the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the period. Robeco Institutional Asset Management B.V. boosted its position in shares of Dell Technologies by 107.8% in the third quarter. Robeco Institutional Asset Management B.V. now owns 651,154 shares of the technology company’s stock valued at $350,288,000 after acquiring an additional 337,836 shares during the period. Renaissance Technologies LLC grew its stake in shares of Dell Technologies by 70.2% in the first quarter. Renaissance Technologies LLC now owns 721,577 shares of the technology company’s stock valued at $118,432,000 after acquiring an additional 297,500 shares in the last quarter. Finally, Quantinno Capital Management LP grew its stake in shares of Dell Technologies by 73.4% in the first quarter. Quantinno Capital Management LP now owns 438,347 shares of the technology company’s stock valued at $71,946,000 after acquiring an additional 185,527 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on DELL shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Dell Technologies in a research report on Wednesday, August 12th. TD Cowen increased their price target on Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a research report on Tuesday, September 29th. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. JPMorgan Chase & Co. upped their target price on Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a research report on Wednesday, September 2nd. Finally, Wells Fargo & Company upped their target price on Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $569.96.

Dell Technologies Price Performance

Shares of DELL opened at $452.14 on Friday. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $595.51. The company has a market cap of $287.48 billion, a P/E ratio of 26.24, a P/E/G ratio of 0.50 and a beta of 1.37. The firm has a 50 day simple moving average of $514.10 and a two-hundred day simple moving average of $403.17.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate of $4.91 by $2.13. The firm had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The company’s quarterly revenue was up 57.7% on a year-over-year basis. During the same period in the prior year, the company earned $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is currently 14.63%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell expanded its AI Factory with NVIDIA, adding enterprise agentic-AI solutions for deskside and data-center deployments. Dell said its customer base for the platform has grown to more than 6,500, up from 5,000 the prior quarter, supporting expectations for continued AI-server demand. Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA
• Positive Sentiment: Super Micro Computer’s stronger preliminary outlook provided fresh evidence of robust enterprise demand for AI infrastructure and temporarily lifted Dell and other server makers. Super Micro raised its quarterly revenue outlook by roughly $4 billion at the midpoint and increased its gross-margin forecast. Why are Dell and HPE stocks rising in premarket trading on Wednesday?
• Positive Sentiment: Dell reportedly raised its dividend by 20% for the fourth consecutive year, reinforcing its shareholder-return profile. Dell Technologies raises its dividend 20% for the fourth year running
• Neutral Sentiment: Dell announced that General Counsel Richard Rothberg will retire in 2027 and Christopher Garcia will succeed him. The planned transition is unlikely to materially affect near-term earnings but adds a management-change consideration. Dell Technologies Announces General Counsel Transition
• Negative Sentiment: Profit-taking and a broader technology-sector sell-off pressured Dell after its recent rally. Investors also focused on supply-chain concerns that could limit the company’s ability to fulfill AI-server orders or constrain margins. Dell Stock Drops in Tech Sell-Off
• Negative Sentiment: Analyst downgrades affecting Dell and Hewlett Packard Enterprise, partly tied to concerns about heavily leveraged neocloud customers such as CoreWeave, raised questions about the durability of AI infrastructure spending. Dell’s valuation also leaves the stock more exposed to profit-taking if growth expectations moderate. Dell Stock Got Hit by a Downgrade

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 1,850 shares of Dell Technologies stock in a transaction dated Wednesday, September 23rd. The stock was sold at an average price of $548.40, for a total value of $1,014,540.00. Following the transaction, the director owned 1,405,236 shares in the company, valued at $770,631,422.40. The trade was a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the business’s stock in a transaction dated Friday, October 9th. The stock was sold at an average price of $582.30, for a total value of $25,858,778.40. Following the transaction, the director directly owned 43,740 shares of the company’s stock, valued at approximately $25,469,802. The trade was a 50.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,817,628 shares of company stock worth $990,253,476 over the last quarter. 41.50% of the stock is currently owned by company insiders.

Dell Technologies Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.