1,570 Dell Technologies Inc. $DELL Shares Purchased by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 37,163 shares of the technology company’s stock after acquiring an additional 1,570 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Dell Technologies were worth $19,992,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Noble Wealth Management PBC lifted its stake in Dell Technologies by 113.6% in the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after purchasing an additional 25 shares in the last quarter. Cornerstone Financial Management LLC boosted its holdings in shares of Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after purchasing an additional 23 shares during the last quarter. Premier Financial Group purchased a new position in shares of Dell Technologies during the second quarter valued at about $34,000. Byrne Asset Management LLC purchased a new position in shares of Dell Technologies during the second quarter valued at about $38,000. Finally, Atwood & Palmer Inc. grew its position in shares of Dell Technologies by 860.0% during the second quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock valued at $41,000 after purchasing an additional 86 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $47,176,751.94. Following the transaction, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. This represents a 58.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the company’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the completion of the transaction, the director 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. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,819,650 shares of company stock valued at $991,183,596 over the last ninety days. 41.50% of the stock is owned by insiders.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell introduced cybersecurity and resilience capabilities for AI environments, including quantum-safe encryption and identity-resilience tools. The offerings aim to address security needs for customers running critical AI workloads. Dell Technologies Unveiled New Cybersecurity Tools For AI Environments
• Positive Sentiment: Dell and CrowdStrike announced integrated security for Dell’s AI Factory with NVIDIA, extending CrowdStrike protection across AI infrastructure, workloads, agents, and applications. The partnership could strengthen Dell’s enterprise AI offering. CrowdStrike and Dell Announce Integrated AI Security
• Positive Sentiment: AI-server stocks bounced after a steep decline, lifting Dell alongside peers. Another report described Dell as a relatively inexpensive AI stock, citing a forward earnings multiple of about 13 times; this may have encouraged bargain-seeking investors. AI Server Stocks Bounce Dell: A Top Cheap AI Stock
• Neutral Sentiment: A separate analysis highlighted Dell’s revenue growth, free-cash-flow generation, and reported $95 billion backlog as potential longer-term supports, though these points have not removed near-term concerns about demand and margins. Dell Technologies vs. Intel
• Negative Sentiment: Recent weakness reflects worries that rising memory prices and tight supply could constrain PC demand. An investor cited Dell’s sharply higher inventory as evidence that chip supply may be catching up with demand, while a trading article noted the stock had recently reached a two-month low. Dell Inventory and Chip Supply Bearish Dell Options Trade

Wall Street Analyst Weigh In

A number of research firms recently commented on DELL. TD Cowen boosted their target price on Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a research report on Tuesday, September 29th. Bank of America raised their price target on Dell Technologies from $505.00 to $600.00 and gave the company a “buy” rating in a report on Monday, August 31st. Cantor Fitzgerald began coverage on Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating for the company. Daiwa Securities Group lifted their price objective on Dell Technologies from $465.00 to $625.00 and gave the stock an “outperform” rating in a research note on Friday, September 18th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $569.96.

Dell Technologies Price Performance

Shares of DELL stock opened at $408.18 on Wednesday. The company has a market cap of $259.53 billion, a PE ratio of 23.69, a price-to-earnings-growth ratio of 0.41 and a beta of 1.45. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51. The stock’s 50 day simple moving average is $512.25 and its two-hundred day simple moving average is $333.10.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates 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 quarter in the previous year, the business earned $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. Equities research analysts expect that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were given a $0.63 dividend. The ex-dividend date was Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.

Dell Technologies Company 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.