New York State Teachers Retirement System Buys 18,202 Shares of Dell Technologies Inc. $DELL

New York State Teachers Retirement System boosted its stake in Dell Technologies Inc. (NYSE:DELL) by 7.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 254,672 shares of the technology company’s stock after purchasing an additional 18,202 shares during the quarter. New York State Teachers Retirement System’s holdings in Dell Technologies were worth $36,105,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Armstrong Advisory Group Inc. boosted its stake in Dell Technologies by 3.6% during the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock valued at $259,000 after buying an additional 63 shares during the last quarter. Patriot Financial Group Insurance Agency LLC raised its holdings in shares of Dell Technologies by 2.3% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock worth $504,000 after acquiring an additional 81 shares in the last quarter. Asset Dedication LLC boosted its position in shares of Dell Technologies by 2.0% during the 2nd quarter. Asset Dedication LLC now owns 4,318 shares of the technology company’s stock valued at $529,000 after acquiring an additional 84 shares during the last quarter. HM Payson & Co. grew its holdings in shares of Dell Technologies by 2.7% in the third quarter. HM Payson & Co. now owns 3,221 shares of the technology company’s stock valued at $457,000 after purchasing an additional 85 shares in the last quarter. Finally, RWA Wealth Partners LLC raised its stake in Dell Technologies by 1.0% during the second quarter. RWA Wealth Partners LLC now owns 8,953 shares of the technology company’s stock valued at $1,098,000 after purchasing an additional 88 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Up 1.7%

DELL stock opened at $120.55 on Monday. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The firm has a market cap of $79.89 billion, a price-to-earnings ratio of 16.07, a PEG ratio of 0.81 and a beta of 1.03. The business’s fifty day simple moving average is $132.00 and its two-hundred day simple moving average is $134.22.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. The firm had revenue of $27.01 billion for 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 business’s revenue for the quarter was up 10.8% on a year-over-year basis. During the same period in the prior year, the business 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. Research analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently disclosed 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 1.7%. The ex-dividend date is Tuesday, January 20th. Dell Technologies’s dividend payout ratio (DPR) is presently 28.00%.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Argus boosted their target price on shares of Dell Technologies from $150.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, October 9th. Evercore ISI set a $180.00 price objective on Dell Technologies and gave the stock an “outperform” rating in a research note on Monday, November 3rd. Wall Street Zen lowered Dell Technologies from a “strong-buy” rating to a “buy” rating in a research note on Sunday, December 14th. The Goldman Sachs Group boosted 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. Finally, Piper Sandler restated an “overweight” rating on shares of Dell Technologies in a research report on Wednesday, November 26th. Seventeen 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’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $162.84.

More Dell Technologies News

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

• Positive Sentiment: New UltraSharp monitors announced at CES, pitched as “world‑first” innovations — supports Dell’s premium peripherals and commercial display positioning, which can help higher‑margin revenue. Dell unveils new UltraSharp monitors with world-first innovations
• Positive Sentiment: Dell has relaunched its XPS line (new XPS 14 and XPS 16) at CES — a return to premium laptops that could revive premium PC revenue and improve ASPs if adoption is strong. CES 2026: Dell XPS is back from the dead
• Positive Sentiment: J.P. Morgan reiterated a Buy, forecasting 15%+ EPS growth through FY27 and pointing to AI servers, premium PCs and cost discipline as drivers — lends credibility to upside expectations. Dell Technologies: Leveraging AI Servers, Premium PCs, and Cost Discipline to Drive 15%+ EPS Growth Through FY27
• Positive Sentiment: DBS Bank upgraded Dell — another sign of institutional support that can bolster investor confidence. Dell Technologies (NYSE:DELL) Upgraded at Dbs Bank
• Neutral Sentiment: Analyst/media pieces suggest the recent pullback may offer a buying opportunity for longer‑term investors — highlights mixed near‑term risk vs. valuation appeal after the dip. Is It Time To Revisit Dell Technologies (DELL) After Recent Share Price Pullback
• Neutral Sentiment: Market commentary notes a recent intraday decline amid a broader market uptick — a reminder broader market moves can amplify short‑term volatility in DELL. Dell Technologies (DELL) Stock Falls Amid Market Uptick
• Neutral Sentiment: Coverage flagged potentially mispriced options on DELL — could create trading opportunities but also indicates elevated derivatives interest and short‑term volatility risk. Dell Technologies (DELL) Stock Options Could Be Unusually Mispriced
• Negative Sentiment: Unusual put buying (≈57,487 put contracts) was recorded — heavy put flow can signal hedging or bearish bets and may pressure short‑term sentiment if sustained.
• Negative Sentiment: Morgan Stanley kept a Sell rating citing structural memory headwinds and margin risks despite server strength — underscores key downside risks in memory pricing and margins. Dell Technologies: Structural Memory Headwinds and Margin Risks Justify Sell Rating
• Negative Sentiment: Third‑party competitors (e.g., Super Micro) are ramping NVIDIA‑based AI server production — increased competition in AI servers could pressure Dell’s server unit growth and pricing power. Super Micro’s Rubin Rally: Is the AI Server Comeback Real?

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Ellen Jamison Kullman sold 79,806 shares of the company’s stock in a transaction 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 in the company, valued at approximately $10,083,056.72. This represents a 54.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lake Group L.L.C. Silver sold 6,617 shares of Dell Technologies stock in a transaction dated Tuesday, October 14th. The shares were sold at an average price of $151.63, for a total value of $1,003,335.71. The SEC filing for this sale provides additional information. Insiders sold a total of 157,423 shares of company stock valued at $23,064,865 in the last ninety days. Corporate insiders own 42.00% of the company’s stock.

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.