Front Row Advisors LLC Reduces Stock Position in Dell Technologies Inc. $DELL

Front Row Advisors LLC cut its holdings in Dell Technologies Inc. (NYSE:DELL) by 22.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,151 shares of the technology company’s stock after selling 5,145 shares during the period. Front Row Advisors LLC’s holdings in Dell Technologies were worth $2,225,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Evergreen Capital Management LLC raised its position in Dell Technologies by 19.3% during the second quarter. Evergreen Capital Management LLC now owns 157,529 shares of the technology company’s stock valued at $19,313,000 after purchasing an additional 25,523 shares during the period. CANADA LIFE ASSURANCE Co increased its position in shares of Dell Technologies by 14.9% during the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 308,414 shares of the technology company’s stock valued at $37,838,000 after purchasing an additional 39,897 shares during the last quarter. Tower Research Capital LLC TRC raised its holdings in Dell Technologies by 116.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 9,673 shares of the technology company’s stock valued at $1,186,000 after buying an additional 5,201 shares during the period. MUFG Securities EMEA plc lifted its position in Dell Technologies by 101.8% in the second quarter. MUFG Securities EMEA plc now owns 897 shares of the technology company’s stock worth $110,000 after buying an additional 50,897 shares during the last quarter. Finally, Howland Capital Management LLC purchased a new position in Dell Technologies during the second quarter worth $225,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Transactions at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 565,000 shares of the business’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $132.32, for a total value of $74,760,800.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of the company’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $135.98, for a total transaction of $112,183,364.02. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,608,755 shares of company stock worth $652,451,493 in the last three months. Insiders own 42.00% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on DELL shares. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Sanford C. Bernstein increased their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 8th. Evercore ISI set a $180.00 target price on Dell Technologies and gave the company an “outperform” rating in a research report on Monday, November 3rd. Piper Sandler reaffirmed an “overweight” rating on shares of Dell Technologies in a research note on Wednesday, November 26th. Finally, TD Cowen raised their price target on Dell Technologies from $130.00 to $150.00 and gave the stock a “hold” rating in a research note on Wednesday, October 8th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $162.84.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $129.82 on Friday. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The firm has a market capitalization of $87.28 billion, a price-to-earnings ratio of 17.31, a PEG ratio of 0.87 and a beta of 1.03. The stock has a 50 day moving average price of $143.49 and a 200 day moving average price of $132.41.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. During the same period in the previous year, the company posted $2.15 EPS. Dell Technologies’s revenue was up 10.8% on a year-over-year basis. 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. Analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 1.6%. The ex-dividend date is Tuesday, January 20th. Dell Technologies’s dividend payout ratio is presently 28.00%.

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).