Acadian Asset Management LLC Has $2.10 Million Holdings in Dell Technologies Inc. $DELL

Acadian Asset Management LLC grew its position in shares of Dell Technologies Inc. (NYSE:DELL) by 127.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,120 shares of the technology company’s stock after buying an additional 12,951 shares during the quarter. Acadian Asset Management LLC’s holdings in Dell Technologies were worth $2,103,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in shares of Dell Technologies by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 29,106,218 shares of the technology company’s stock valued at $2,653,032,000 after buying an additional 1,145,658 shares during the last quarter. Boston Partners lifted its holdings in shares of Dell Technologies by 34.4% during the 1st quarter. Boston Partners now owns 5,132,877 shares of the technology company’s stock valued at $466,418,000 after buying an additional 1,312,600 shares during the last quarter. Deutsche Bank AG lifted its holdings in shares of Dell Technologies by 38.1% during the 1st quarter. Deutsche Bank AG now owns 4,141,618 shares of the technology company’s stock valued at $377,508,000 after buying an additional 1,142,012 shares during the last quarter. Alkeon Capital Management LLC lifted its holdings in shares of Dell Technologies by 41.4% during the 1st quarter. Alkeon Capital Management LLC now owns 3,177,809 shares of the technology company’s stock valued at $289,657,000 after buying an additional 931,032 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Dell Technologies by 20.5% during the 1st quarter. Invesco Ltd. now owns 2,952,829 shares of the technology company’s stock valued at $269,150,000 after buying an additional 502,764 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies Stock Performance

Shares of DELL stock opened at $127.64 on Wednesday. The stock’s fifty day moving average is $129.46 and its 200-day moving average is $111.29. The stock has a market capitalization of $85.82 billion, a PE ratio of 18.77, a PEG ratio of 0.87 and a beta of 1.01. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $147.66.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, August 28th. The technology company reported $2.32 EPS for the quarter, topping the consensus estimate of $2.29 by $0.03. The company had revenue of $29.78 billion for the quarter, compared to analysts’ expectations of $29.14 billion. Dell Technologies had a negative return on equity of 236.21% and a net margin of 4.73%.The business’s revenue for the quarter was up 19.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.89 earnings per share. Dell Technologies has set its Q3 2026 guidance at 2.450-2.450 EPS. FY 2026 guidance at 9.550-9.550 EPS. As a group, analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 31st. Stockholders of record on Tuesday, October 21st will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Tuesday, October 21st. Dell Technologies’s dividend payout ratio is presently 30.88%.

Insider Buying and Selling at Dell Technologies

In other news, CEO Michael S. Dell sold 10,000,000 shares of the company’s stock in a transaction on Thursday, June 26th. The stock was sold at an average price of $122.27, for a total transaction of $1,222,700,000.00. Following the transaction, the chief executive officer owned 25,912,241 shares of the company’s stock, valued at $3,168,289,707.07. This represents a 27.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Iv (Gp) L.L.C. Slta sold 625,000 shares of the company’s stock in a transaction on Thursday, June 26th. The shares were sold at an average price of $126.20, for a total value of $78,875,000.00. Following the transaction, the director directly owned 960,050 shares in the company, valued at $121,158,310. This trade represents a 39.43% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 11,527,667 shares of company stock valued at $1,417,204,568 over the last ninety days. Company insiders own 42.00% of the company’s stock.

Analyst Upgrades and Downgrades

DELL has been the subject of several analyst reports. Sanford C. Bernstein initiated coverage on Dell Technologies in a report on Monday. They issued an “outperform” rating and a $175.00 target price for the company. Evercore ISI boosted their target price on Dell Technologies from $150.00 to $160.00 and gave the stock an “outperform” rating in a report on Friday, August 15th. The Goldman Sachs Group set a $140.00 target price on Dell Technologies and gave the stock a “buy” rating in a report on Thursday, August 28th. Bank of America boosted their target price on Dell Technologies from $165.00 to $167.00 and gave the stock a “buy” rating in a report on Friday, August 29th. Finally, Barclays boosted their target price on Dell Technologies from $123.00 to $131.00 and gave the stock an “equal weight” rating in a report on Friday, August 29th. Fifteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $148.00.

About Dell Technologies

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).