Dell Technologies Inc. $DELL Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. boosted its holdings in Dell Technologies Inc. (NYSE:DELL) by 3.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,085,610 shares of the technology company’s stock after purchasing an additional 964,080 shares during the quarter. Vanguard Group Inc. owned about 4.47% of Dell Technologies worth $4,265,237,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Winnow Wealth LLC acquired a new position in Dell Technologies in the 2nd quarter valued at about $25,000. Westside Investment Management Inc. grew its stake in shares of Dell Technologies by 84.7% in the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after purchasing an additional 100 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Dell Technologies in the second quarter valued at approximately $28,000. Johnson Financial Group Inc. raised its stake in shares of Dell Technologies by 66.2% during the second quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares during the last quarter. Finally, WealthCollab LLC lifted its holdings in shares of Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies Trading Down 1.1%

DELL stock opened at $116.16 on Wednesday. The firm has a 50 day moving average of $122.38 and a 200-day moving average of $132.50. The company has a market cap of $76.98 billion, a price-to-earnings ratio of 15.49, a PEG ratio of 0.68 and a beta of 1.03. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $168.08.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.12. The firm had revenue of $27.01 billion during the quarter, compared to the consensus estimate of $27.26 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.Dell Technologies’s quarterly revenue was up 10.8% on a year-over-year basis. During the same period last year, the business posted $2.15 EPS. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. Sell-side analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s payout ratio is 28.00%.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the transaction, the director directly owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 42.00% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Evercore set a $180.00 price objective on shares of Dell Technologies and gave the company an “outperform” rating in a research note on Monday, November 3rd. Bank of America boosted their price target on shares of Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Morgan Stanley raised their price objective on shares of Dell Technologies from $110.00 to $113.00 and gave the company an “underweight” rating in a research report on Wednesday, November 26th. Citigroup dropped their target price on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Wall Street Zen cut Dell Technologies from a “buy” rating to a “hold” rating in a report on Saturday. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $161.00.

Dell Technologies 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.