Board of the Pension Protection Fund Buys Shares of 5,800 Dell Technologies Inc. $DELL

Board of the Pension Protection Fund bought a new position in Dell Technologies Inc. (NYSE:DELL) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 5,800 shares of the technology company’s stock, valued at approximately $822,000.

Several other institutional investors and hedge funds also recently made changes to their positions in DELL. U.S. Capital Wealth Advisors LLC raised its stake in Dell Technologies by 156.9% during the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 19,171 shares of the technology company’s stock worth $2,718,000 after buying an additional 11,710 shares during the period. Dynamic Advisor Solutions LLC raised its position in shares of Dell Technologies by 5.6% during the third quarter. Dynamic Advisor Solutions LLC now owns 3,804 shares of the technology company’s stock worth $539,000 after purchasing an additional 201 shares during the period. Archer Investment Management LLC acquired a new position in shares of Dell Technologies in the 3rd quarter valued at approximately $247,000. Patriot Financial Group Insurance Agency LLC grew its position in shares of Dell Technologies by 2.3% in the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after purchasing an additional 81 shares during the period. Finally, Armstrong Advisory Group Inc. raised its holdings in Dell Technologies by 3.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after buying an additional 63 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Up 2.8%

NYSE:DELL opened at $126.37 on Friday. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The firm has a market capitalization of $84.97 billion, a price-to-earnings ratio of 16.85, a price-to-earnings-growth ratio of 0.82 and a beta of 1.03. The stock’s 50 day moving average price is $140.96 and its two-hundred day moving average price is $132.85.

Dell Technologies (NYSE:DELL) last released its earnings results 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 during the quarter, compared to analysts’ expectations of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The firm’s revenue was up 10.8% on a year-over-year basis. During the same period last year, the business earned $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, analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $0.525 per share. The ex-dividend date is Tuesday, January 20th. This represents a $2.10 annualized dividend and a dividend yield of 1.7%. Dell Technologies’s payout ratio is currently 28.00%.

Insider Buying and Selling

In other news, Director Ellen Jamison Kullman sold 79,806 shares of the firm’s stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $153.56, for a total value of $12,255,009.36. Following the completion of the sale, the director directly owned 65,662 shares of the company’s stock, valued at $10,083,056.72. This trade represents a 54.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Iv (Gp) L.L.C. Slta sold 499,999 shares of the business’s stock in a transaction that occurred on Wednesday, October 8th. The stock was sold at an average price of $161.48, for a total value of $80,739,838.52. The disclosure for this sale is available in the SEC filing. Insiders sold 3,124,859 shares of company stock worth $459,133,225 in the last 90 days. 42.00% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on DELL. Citigroup reiterated a “buy” rating on shares of Dell Technologies in a report on Wednesday, November 26th. Cowen reaffirmed a “hold” rating on shares of Dell Technologies in a research note on Friday, August 29th. Daiwa Capital Markets lifted their price target on Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. UBS Group reduced their price objective on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research report on Wednesday, November 26th. Finally, The Goldman Sachs Group lifted their target price on Dell Technologies from $175.00 to $185.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Sixteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $162.84.

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.