Dell Technologies Inc. $DELL Shares Purchased by North Dakota State Investment Board

North Dakota State Investment Board increased its stake in Dell Technologies Inc. (NYSE:DELL) by 18.2% in the third quarter, Holdings Channel reports. The firm owned 13,013 shares of the technology company’s stock after purchasing an additional 2,005 shares during the period. North Dakota State Investment Board’s holdings in Dell Technologies were worth $7,000,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of DELL. Bank of America Corp DE increased its stake in Dell Technologies by 7.6% during the 1st 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 purchasing an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after buying an additional 1,474,347 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Dell Technologies by 3.0% in the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after buying an additional 27,668 shares during the last quarter. Swiss National Bank lifted its stake in shares of Dell Technologies by 4.7% during the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after buying an additional 41,700 shares during the period. Finally, Amundi lifted its stake in shares of Dell Technologies by 5.8% during the first quarter. Amundi now owns 845,709 shares of the technology company’s stock worth $138,806,000 after buying an additional 46,240 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director directly owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. This trade represents a 58.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $42,942,324.04. Following the sale, the director directly owned 73,185 shares in the company, valued at $37,861,527.90. This represents a 53.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,819,650 shares of company stock valued at $991,183,596. 41.50% of the stock is currently owned by corporate insiders.

Dell Technologies Trading Down 1.7%

DELL opened at $493.25 on Thursday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51. The firm has a market capitalization of $313.62 billion, a PE ratio of 28.63, a P/E/G ratio of 0.47 and a beta of 1.37. The firm has a 50 day moving average of $513.18 and a two-hundred day moving average of $327.00.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating the consensus estimate of $4.91 by $2.13. The business had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.70 EPS. 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. As a group, analysts predict that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on DELL. Daiwa Securities Group boosted their price objective on shares of Dell Technologies from $465.00 to $625.00 and gave the company an “outperform” rating in a report on Friday, September 18th. Wells Fargo & Company raised their target price on Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Evercore reaffirmed an “outperform” rating and set a $650.00 price target on shares of Dell Technologies in a research report on Wednesday, September 9th. Morgan Stanley lifted their price target on Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a research report on Monday, September 21st. Finally, KeyCorp reiterated a “sector weight” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $569.96.

More Dell Technologies News

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

• Positive Sentiment: Dell is scheduled to report third-quarter earnings, with analysts expecting triple-digit year-over-year EPS growth. A strong result or upbeat outlook could reinforce confidence in the company’s AI infrastructure momentum. What You Need to Know Ahead of Dell Technologies Earnings Release
• Positive Sentiment: Dell’s AI-server business exited the latest quarter with a reported record $95 billion backlog, supporting the long-term growth narrative. The company is also expanding cybersecurity, identity, storage and resilience offerings for AI environments, while introducing new AI-focused PCs. Why Is Dell Stock Soaring Today
• Neutral Sentiment: Investors are comparing Dell with Advanced Micro Devices, which has secured major AI-GPU agreements with OpenAI and Meta. The comparison highlights Dell’s strength in end-to-end infrastructure, but also underscores intense competition for AI-related capital. Advanced Micro Devices vs. Dell Technologies
• Neutral Sentiment: Director Lynn Vojvodich Radakovich sold 2,022 shares for approximately $930,120 under a pre-arranged Rule 10b5-1 plan. The transaction modestly reduces insider ownership but does not necessarily signal deteriorating business expectations. Dell Director Stock Sale
• Negative Sentiment: Barclays previously downgraded Dell on concerns that higher memory prices, rather than accelerating enterprise AI demand, may be driving revenue growth. That raises questions about margins, cash generation and whether AI demand is strong enough to justify the stock’s elevated valuation. Dell Stock Sinks After Barclays Downgrade
• Negative Sentiment: Options-market positioning points to a potential settlement near $480 by November 20, suggesting near-term traders remain cautious after Dell’s sharp advance. Dell Max Pain Points to $480

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.