Activest Wealth Management Boosts Position in Dell Technologies Inc. $DELL

Activest Wealth Management raised its position in Dell Technologies Inc. (NYSE:DELL) by 201,300.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,042 shares of the technology company’s stock after acquiring an additional 6,039 shares during the quarter. Activest Wealth Management’s holdings in Dell Technologies were worth $857,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DELL. Winnow Wealth LLC purchased a new position in shares of Dell Technologies in the second quarter worth approximately $25,000. Westside Investment Management Inc. boosted its stake 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 acquiring an additional 100 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies during the 2nd quarter worth $28,000. NewSquare Capital LLC grew its position in shares of Dell Technologies by 96.9% during the 2nd quarter. NewSquare Capital LLC now owns 254 shares of the technology company’s stock valued at $31,000 after acquiring an additional 125 shares during the period. Finally, Johnson Financial Group Inc. raised its holdings in Dell Technologies by 66.2% in the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares during the period. 76.37% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have issued reports on DELL shares. Bank of America boosted their price target on Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Wall Street Zen upgraded Dell Technologies from a “hold” rating to a “buy” rating in a research note on Sunday. Sanford C. Bernstein increased 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. Wells Fargo & Company lifted their price target on shares of Dell Technologies from $160.00 to $180.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Finally, TD Cowen increased their price objective on shares of Dell Technologies from $130.00 to $150.00 and gave the stock a “hold” rating in a research note 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 given a Sell rating to the company. According to MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $161.26.

Key Headlines Impacting Dell Technologies

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 Stock Performance

DELL stock opened at $117.26 on Thursday. The company’s fifty day moving average price is $126.14 and its 200-day moving average price is $133.45. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $168.08. The company has a market capitalization of $77.70 billion, a PE ratio of 15.63, a price-to-earnings-growth ratio of 0.76 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The company had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. During the same period in the previous year, the firm posted $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. On average, research analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Investors of record on Tuesday, January 20th will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis 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 Dell Technologies 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 of the company’s stock, valued at $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 available through the SEC website. 42.00% of the stock is owned by corporate insiders.

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.