HighTower Advisors LLC Purchases 9,495 Shares of Dell Technologies Inc. $DELL

HighTower Advisors LLC grew its position in Dell Technologies Inc. (NYSE:DELL) by 4.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 205,196 shares of the technology company’s stock after buying an additional 9,495 shares during the period. HighTower Advisors LLC’s holdings in Dell Technologies were worth $29,091,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Phoenix Financial Ltd. boosted its holdings in shares of Dell Technologies by 95.3% during the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after acquiring an additional 16,488 shares during the period. Stonegate Investment Group LLC boosted its stake in Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after purchasing an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI grew its holdings in Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after buying an additional 16,711 shares in the last quarter. Providence Capital Advisors LLC bought a new position in Dell Technologies during the 3rd quarter worth $7,060,000. Finally, Allspring Global Investments Holdings LLC lifted its holdings in shares of Dell Technologies by 4.9% during the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after buying an additional 12,695 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell and Ooredoo announced a collaboration to advance AI innovation and deepen cooperation across cloud/edge offerings — a strategic partnership that can drive regional sales and services adoption. Dell Technologies and Ooredoo collaborate
• Positive Sentiment: Reports highlight strong AI-driven sales and “jaw-dropping” dividend news, signaling management confidence in cash flow and shareholder returns as AI demand accelerates. Dividend and AI sales coverage
• Positive Sentiment: Dell is planning an ~$8M upgrade to its Round Rock campus — modest capex but a sign of ongoing investment in infrastructure and employee-facing operations. Round Rock campus upgrade
• Positive Sentiment: McLaren Racing extended its relationship with Dell, reinforcing brand visibility and performance use-cases for Dell’s infrastructure and edge solutions. McLaren partnership
• Positive Sentiment: Independent testing (Principled Technologies) found a Dell Pro 14 outperforming HP and Lenovo AI PCs in real-world AI tasks — supports product competitiveness in AI endpoints. Principled Technologies report
• Positive Sentiment: 6WIND announced a VSR appliance built on Dell PowerEdge servers (Intel Xeon 6) — another OEM/ISV endorsement that may support server demand. 6WIND on PowerEdge
• Positive Sentiment: Dell’s CFO will present at the Morgan Stanley TMT conference in early March — provides management access to investors to discuss AI traction, margin outlook and capital allocation. Investor conference presentation
• Neutral Sentiment: Analyst and media pieces are re-assessing Dell’s valuation after recent share weakness — useful context for investors but not news-driving by itself. Valuation assessment
• Neutral Sentiment: A Zacks comparison of Dell vs. Super Micro highlights growth trade-offs: SMCI’s faster AI-driven revenue growth versus Dell’s scale and margin pressure — frames competitive dynamics. DELL vs SMCI analysis
• Negative Sentiment: Morgan Stanley cut its price target on DELL to $101 and kept an “underweight” rating — a substantive near-term headwind that could pressure sentiment and weigh on the stock. Morgan Stanley price target cut
• Negative Sentiment: Market coverage noted recent intraday weakness with the stock underperforming some market moves — a reminder investors remain sensitive to guidance, margins and analyst positioning. DELL stock sinks coverage

Dell Technologies Stock Performance

Shares of DELL opened at $116.81 on Thursday. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The firm has a market cap of $77.41 billion, a price-to-earnings ratio of 15.57, a PEG ratio of 0.67 and a beta of 1.03. The business’s fifty day moving average is $121.90 and its 200-day moving average is $132.39.

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 business had revenue of $27.01 billion for the quarter, compared to analyst estimates 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 revenue was up 10.8% compared to the same quarter last year. During the same period last year, the firm posted $2.15 earnings per share. 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. As a group, research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Announces Dividend

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

Insider Buying and Selling

In other news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction on 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 represents a 5.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 42.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on DELL. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Citigroup decreased their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday. Zacks Research downgraded shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Piper Sandler reissued an “overweight” rating on shares of Dell Technologies in a research report on Wednesday, November 26th. Finally, Bank of America lifted their price objective on Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $160.37.

Dell Technologies Company 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.