Federated Hermes Inc. Sells 321,893 Shares of Dell Technologies Inc. $DELL

Federated Hermes Inc. reduced its position in Dell Technologies Inc. (NYSE:DELL) by 32.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 679,787 shares of the technology company’s stock after selling 321,893 shares during the quarter. Federated Hermes Inc. owned about 0.10% of Dell Technologies worth $96,373,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Winnow Wealth LLC bought a new position in Dell Technologies in the second quarter valued at approximately $25,000. Westside Investment Management Inc. raised its holdings in shares of Dell Technologies by 84.7% during the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock worth $27,000 after buying an additional 100 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Dell Technologies during the 2nd quarter worth $28,000. NewSquare Capital LLC boosted its stake in Dell Technologies by 96.9% in the second quarter. NewSquare Capital LLC now owns 254 shares of the technology company’s stock valued at $31,000 after buying an additional 125 shares in the last quarter. Finally, Johnson Financial Group Inc. grew its position in Dell Technologies by 66.2% in the second quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after acquiring an additional 100 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of research analyst reports. Susquehanna raised their price target on shares of Dell Technologies from $120.00 to $130.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Sanford C. Bernstein increased their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research note on Wednesday, October 8th. Raymond James Financial boosted their target price on shares of Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 26th. UBS Group dropped their price target on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research note on Wednesday, November 26th. Finally, TD Cowen raised their price objective on Dell Technologies from $130.00 to $150.00 and gave the company a “hold” rating in a report on Wednesday, October 8th. Eighteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and an average target price of $161.26.

Dell Technologies Stock Up 2.3%

Shares of Dell Technologies stock opened at $117.26 on Thursday. The stock has a market cap of $77.70 billion, a price-to-earnings ratio of 15.63, a P/E/G ratio of 0.76 and a beta of 1.03. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The company’s fifty day moving average is $126.14 and its 200 day moving average is $133.45.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate 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 last year, the company 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. As a group, equities analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Investors of record on Tuesday, January 20th will be issued a $0.525 dividend. The ex-dividend date is Tuesday, January 20th. This represents a $2.10 annualized dividend and a yield of 1.8%. Dell Technologies’s dividend payout ratio is presently 28.00%.

Insiders Place Their Bets

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the transaction, the director owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell is a supplier/partner in NxtGen’s large India AI “factory” project that will deploy thousands of NVIDIA Blackwell GPUs — a near-term revenue driver for Dell server, storage and networking hardware and channel services. India bets big on homegrown AI as Dell and NVIDIA power NxtGen’s mega AI factory Dell, NxtGen To Build India’s Largest AI Factory With Nvidia-backed Infrastructure Dell, NxtGen to build India’s largest AI factory with over 4,000 NVIDIA Blackwell GPUs
• Positive Sentiment: Recent fundamentals remain supportive: Dell beat EPS estimates in its last quarter, showed y/y revenue growth (~10.8%), and provided FY‑2026 EPS guidance — factors that continue to underpin investor confidence in free‑cash-flow generation and enterprise demand. (Company earnings/guidance from recent reporting.)
• Neutral Sentiment: Product and promotion news (new “Pro Max” business PCs and a consumer deal highlighted in retail coverage) could marginally help sales/mix but are unlikely to move results materially in the near term. Dell Pro Max PCs – Built for real-world performance Dell work and play machine is $530 off as a hot deal
• Neutral Sentiment: Short social/PR clips of Michael Dell (videos referencing his comments) have surfaced but carry little direct financial impact—mostly noise for traders. Michael Dell wants Trump Accounts to teach financial literacy. Michael Dell loves the idea of Trump accounts.
• Neutral Sentiment: Analyst/market commentary highlights Dell among tech names that could beat future earnings, which supports interest but is not an immediate catalyst. These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
• Negative Sentiment: Short interest rose sharply in January (up ~20% from end‑December), now ~6.7% of float with ~3.6 days to cover — a potential headwind that could amplify downside on weak headlines or broader market sells.
• Negative Sentiment: Recent intraday weakness reported yesterday and analyst notes flagging short-term market pressure show there is still volatility around the name despite the AI opportunity. Dell Technologies (DELL) Stock Falls Amid Market Uptick: What Investors Need to Know

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.