Dell Technologies Inc. $DELL Shares Newly Bought by M Holdings Securities Inc.

M Holdings Securities Inc. bought a new position in Dell Technologies Inc. (NYSE:DELL) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,318 shares of the technology company’s stock, valued at approximately $1,785,000.

A number of other hedge funds also recently bought and sold shares of DELL. Noble Wealth Management PBC raised its position in Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after purchasing an additional 25 shares during the last quarter. Cornerstone Financial Management LLC lifted its holdings in Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares during the period. Premier Financial Group bought a new stake in shares of Dell Technologies in the 2nd quarter worth approximately $34,000. Byrne Asset Management LLC bought a new stake in shares of Dell Technologies in the 2nd quarter worth approximately $38,000. Finally, Retirement Wealth Solutions LLC grew its position in shares of Dell Technologies by 41.3% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock worth $48,000 after buying an additional 26 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 1,850 shares of the firm’s stock in a transaction on Wednesday, September 23rd. The stock was sold at an average price of $548.40, for a total transaction of $1,014,540.00. Following the completion of the transaction, the director owned 1,405,236 shares of the company’s stock, valued at approximately $770,631,422.40. This trade represents a 0.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the business’s stock in a transaction on Friday, October 9th. The shares were sold at an average price of $582.30, for a total transaction of $25,858,778.40. Following the sale, the director owned 43,740 shares in the company, valued at approximately $25,469,802. This trade represents a 50.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,819,650 shares of company stock valued at $991,183,596 over the last 90 days. 41.50% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages recently commented on DELL. Susquehanna restated a “positive” rating on shares of Dell Technologies in a report on Tuesday, September 29th. Daiwa Securities Group lifted their price target 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. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Dell Technologies in a report on Thursday, September 3rd. They issued a “hold” rating and a $480.00 price target on the stock. Melius Research boosted their price objective on shares of Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Dell Technologies in a report on Friday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $569.96.

More Dell Technologies News

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

• Positive Sentiment: Dell’s AI momentum is supported by strong server demand, a reported $95 billion backlog and raised FY2027 guidance. These factors underpin the stock’s longer-term growth case, although investors will look for execution to sustain it. Article: DELL Rallies 130% in a Year: Can AI Momentum Fuel More Gains?
• Positive Sentiment: Dell expanded cyber-recovery capabilities aimed at protecting AI and identity systems, adding to its offerings in areas that may benefit from growing enterprise technology needs. Article: Dell expands cyber recovery to protect AI and identity systems
• Positive Sentiment: A collaboration with Dubai Electricity and Water Authority to improve smart-infrastructure resilience could provide a further showcase for Dell’s technology in infrastructure projects. Article: DEWA, Dell Technologies collaborate to enhance smart infrastructure resilience
• Negative Sentiment: Despite the AI growth story, Dell and other AI hardware stocks recently suffered a sharp selloff, giving back a significant portion of earlier gains. Upcoming earnings and cash-flow results may determine whether a recovery is sustainable. Article: Dell and HPE Were AI Winners Until the Selloff. Can Earnings Put Them Back on Track?

Dell Technologies Stock Performance

Dell Technologies stock opened at $346.50 on Tuesday. The stock’s 50 day simple moving average is $502.66 and its two-hundred day simple moving average is $337.59. The stock has a market cap of $220.30 billion, a price-to-earnings ratio of 20.11, a PEG ratio of 0.39 and a beta of 1.45. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $595.51.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The firm had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same quarter in the prior year, the company earned $1.70 EPS. The business’s revenue was up 57.7% compared to the same quarter last year. 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 predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

About Dell Technologies

Dell Technologies is a global technology company that develops, sells and supports computers and related infrastructure. Its products include personal computers, workstations, monitors and peripherals, as well as servers, storage systems and networking equipment for businesses and other organizations.

The company also provides technology services and solutions, including support, consulting and offerings related to cloud computing, data management and cybersecurity. Dell serves consumers, businesses, governments and other institutions in markets around the world.

Founded by Michael Dell in 1984, the company is headquartered in Round Rock, Texas.