Dell Technologies Inc. $DELL Stock: One Way Holdings LLC Raises Stake

One Way Holdings LLC increased its position in Dell Technologies Inc. (NYSE:DELL) by 82.6% during the third quarter, HoldingsChannel.com reports. The firm owned 3,035 shares of the technology company’s stock after acquiring an additional 1,373 shares during the quarter. One Way Holdings LLC’s holdings in Dell Technologies were worth $1,633,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Artesa Financial Group LLC purchased a new stake in Dell Technologies in the third quarter worth approximately $230,000. Welch Group LLC bought a new position in shares of Dell Technologies during the 3rd quarter valued at $287,000. Trek Financial LLC boosted its stake in shares of Dell Technologies by 687.1% in the 3rd quarter. Trek Financial LLC now owns 22,819 shares of the technology company’s stock worth $12,276,000 after buying an additional 19,920 shares during the last quarter. True Freedom Investing LLC purchased a new position in shares of Dell Technologies in the 3rd quarter worth $1,214,000. Finally, Pinkerton Wealth LLC bought a new stake in shares of Dell Technologies in the third quarter worth $660,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Stock Performance

NYSE DELL opened at $423.63 on Monday. The business’s fifty day moving average is $513.74 and its 200 day moving average is $330.29. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $595.51. The company has a market capitalization of $269.35 billion, a PE ratio of 24.59, a price-to-earnings-growth ratio of 0.44 and a beta of 1.45.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 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 for the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter last year, the company earned $1.70 earnings per share. The business’s revenue for the quarter 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, sell-side analysts forecast that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Analysts Set New Price Targets

A number of analysts recently commented on DELL shares. Daiwa Securities Group upped their price objective on Dell Technologies from $465.00 to $625.00 and gave the company an “outperform” rating in a research report on Friday, September 18th. Cantor Fitzgerald started coverage on Dell Technologies in a research report on Wednesday, September 2nd. They issued an “overweight” rating on the stock. Fox Advisors upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price target for the company in a research note on Wednesday, September 2nd. Barclays cut shares of Dell Technologies from an “overweight” rating to an “equal weight” rating and lowered their price objective for the stock from $603.00 to $574.00 in a research note on Wednesday, October 14th. Finally, US Capital Advisors set a $625.00 price objective 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. According to MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $569.96.

Insider Buying and Selling at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 83,006 shares of the business’s 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 transaction, the director directly owned 73,185 shares in the company, valued at $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 value of $47,176,751.94. Following the sale, the director owned 64,209 shares of the company’s stock, valued at $33,217,884.06. This represents a 58.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,819,650 shares of company stock valued at $991,183,596 in the last ninety days. 41.50% of the stock is currently owned by insiders.

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.