Inscription Capital LLC Buys 4,651 Shares of Dell Technologies Inc. $DELL

Inscription Capital LLC lifted its stake in Dell Technologies Inc. (NYSE:DELL) by 126.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,342 shares of the technology company’s stock after buying an additional 4,651 shares during the period. Inscription Capital LLC’s holdings in Dell Technologies were worth $1,183,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Dell Technologies in the 2nd quarter worth approximately $528,279,000. AQR Capital Management LLC lifted its position in Dell Technologies by 628.5% in the second quarter. AQR Capital Management LLC now owns 1,374,078 shares of the technology company’s stock worth $168,462,000 after purchasing an additional 1,185,454 shares during the period. Ameriprise Financial Inc. boosted its stake in Dell Technologies by 37.1% during the second quarter. Ameriprise Financial Inc. now owns 3,203,732 shares of the technology company’s stock worth $392,802,000 after buying an additional 867,071 shares in the last quarter. Boston Partners increased its holdings in Dell Technologies by 15.0% in the 2nd quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock valued at $725,586,000 after buying an additional 771,966 shares during the period. Finally, State Street Corp raised its stake in shares of Dell Technologies by 2.1% in the 2nd quarter. State Street Corp now owns 14,099,317 shares of the technology company’s stock valued at $1,728,576,000 after buying an additional 292,167 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Stock Performance

DELL opened at $111.10 on Wednesday. The company has a fifty day moving average price of $127.73 and a two-hundred day moving average price of $133.95. The firm has a market capitalization of $73.62 billion, a PE ratio of 14.81, a P/E/G ratio of 0.81 and a beta of 1.03. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $168.08.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping 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 analysts’ expectations of $27.26 billion. During the same period in the prior year, the business earned $2.15 EPS. Dell Technologies’s revenue for the quarter was up 10.8% compared to the same quarter last year. 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. Equities analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

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 given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Dell Technologies’s dividend payout ratio is currently 28.00%.

Analyst Ratings Changes

A number of analysts recently weighed in on DELL shares. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Piper Sandler reiterated an “overweight” rating on shares of Dell Technologies in a research note on Wednesday, November 26th. Susquehanna raised their target price on Dell Technologies from $120.00 to $130.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. The Goldman Sachs Group assumed coverage on Dell Technologies in a research note on Tuesday, January 13th. They set a “buy” rating and a $165.00 price objective for the company. Finally, Sanford C. Bernstein upped their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a report on Wednesday, October 8th. Eighteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $161.26.

Insider Activity

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value of $9,806,520.00. Following the sale, the director owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 42.00% of the company’s stock.

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.