Lbp Am Sa Boosts Holdings in Dell Technologies Inc. $DELL

Lbp Am Sa raised its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 654.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 54,902 shares of the technology company’s stock after purchasing an additional 47,624 shares during the period. Lbp Am Sa’s holdings in Dell Technologies were worth $6,731,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Exchange Traded Concepts LLC lifted its stake in shares of Dell Technologies by 25.9% in the first quarter. Exchange Traded Concepts LLC now owns 2,460 shares of the technology company’s stock worth $224,000 after buying an additional 506 shares in the last quarter. First Hawaiian Bank lifted its stake in shares of Dell Technologies by 67.1% in the first quarter. First Hawaiian Bank now owns 34,878 shares of the technology company’s stock worth $3,179,000 after buying an additional 14,010 shares in the last quarter. Wealthcare Advisory Partners LLC lifted its stake in shares of Dell Technologies by 44.9% in the first quarter. Wealthcare Advisory Partners LLC now owns 2,612 shares of the technology company’s stock worth $238,000 after buying an additional 809 shares in the last quarter. Mather Group LLC. lifted its stake in shares of Dell Technologies by 113.3% in the first quarter. Mather Group LLC. now owns 1,043 shares of the technology company’s stock worth $95,000 after buying an additional 554 shares in the last quarter. Finally, Westbourne Investments Inc. lifted its stake in shares of Dell Technologies by 167.5% in the first quarter. Westbourne Investments Inc. now owns 21,808 shares of the technology company’s stock worth $1,988,000 after buying an additional 13,657 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Price Performance

Shares of DELL opened at $149.46 on Thursday. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $149.68. The stock has a market cap of $100.49 billion, a PE ratio of 21.98, a P/E/G ratio of 0.97 and a beta of 1.04. The firm has a 50-day simple moving average of $131.27 and a two-hundred day simple moving average of $114.29.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, August 28th. The technology company reported $2.32 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $0.03. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. The business had revenue of $29.78 billion during the quarter, compared to analysts’ expectations of $29.14 billion. During the same period last year, the business earned $1.89 earnings per share. The business’s revenue for the quarter was up 19.0% on a year-over-year basis. Dell Technologies has set its Q3 2026 guidance at 2.450-2.450 EPS. FY 2026 guidance at 9.550-9.550 EPS. As a group, sell-side analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 31st. Shareholders of record on Tuesday, October 21st will be given a dividend of $0.525 per share. The ex-dividend date is Tuesday, October 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is currently 30.88%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on DELL shares. Wall Street Zen raised shares of Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, September 13th. The Goldman Sachs Group lifted their target price on shares of Dell Technologies from $150.00 to $155.00 and gave the stock a “buy” rating in a research note on Tuesday. Raymond James Financial lifted their target price on shares of Dell Technologies from $150.00 to $152.00 and gave the stock an “outperform” rating in a research note on Friday, August 29th. Barclays lifted their target price on shares of Dell Technologies from $131.00 to $133.00 and gave the stock an “equal weight” rating in a research note on Wednesday, September 17th. Finally, Evercore ISI lifted their target price on shares of Dell Technologies from $150.00 to $160.00 and gave the stock an “outperform” rating in a research note on Friday, August 15th. Sixteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $148.67.

Insider Activity at Dell Technologies

In related news, Director V (Gp) L.L.C. Slta sold 12,481 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 25th. The shares were sold at an average price of $130.62, for a total value of $1,630,268.22. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lynn Vojvodich Radakovich sold 725 shares of Dell Technologies stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $126.39, for a total transaction of $91,632.75. Following the completion of the transaction, the director owned 23,680 shares of the company’s stock, valued at $2,992,915.20. This trade represents a 2.97% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 3,204,462 shares of company stock valued at $420,370,484 in the last ninety days. Insiders own 42.00% of the company’s stock.

Dell Technologies Profile

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).