True Vision MN LLC Has $743,000 Stake in Dell Technologies Inc. $DELL

True Vision MN LLC lifted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 4.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,064 shares of the technology company’s stock after purchasing an additional 247 shares during the period. True Vision MN LLC’s holdings in Dell Technologies were worth $743,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the stock. KLP Kapitalforvaltning AS lifted its position in shares of Dell Technologies by 5.0% during the second quarter. KLP Kapitalforvaltning AS now owns 119,700 shares of the technology company’s stock worth $14,675,000 after purchasing an additional 5,700 shares in the last quarter. Hardy Reed LLC acquired a new position in shares of Dell Technologies during the second quarter worth approximately $329,000. MADDEN SECURITIES Corp lifted its position in shares of Dell Technologies by 171.4% during the second quarter. MADDEN SECURITIES Corp now owns 12,905 shares of the technology company’s stock worth $1,582,000 after purchasing an additional 8,150 shares in the last quarter. SteelPeak Wealth LLC lifted its position in shares of Dell Technologies by 3.5% during the second quarter. SteelPeak Wealth LLC now owns 11,901 shares of the technology company’s stock worth $1,459,000 after purchasing an additional 399 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC lifted its position in shares of Dell Technologies by 82.3% during the second quarter. Prime Capital Investment Advisors LLC now owns 22,701 shares of the technology company’s stock worth $2,783,000 after purchasing an additional 10,250 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DELL has been the topic of a number of research reports. Morgan Stanley upped their target price on shares of Dell Technologies from $135.00 to $144.00 and gave the stock an “overweight” rating in a research report on Thursday, August 21st. Cowen reissued a “hold” rating on shares of Dell Technologies in a research note on Friday, August 29th. TD Cowen boosted their price target on shares of Dell Technologies from $125.00 to $130.00 and gave the stock a “hold” rating in a research note on Friday, August 29th. Daiwa Capital Markets boosted their price target on shares of Dell Technologies from $125.00 to $140.00 and gave the stock an “outperform” rating in a research note on Thursday, September 11th. Finally, Bank of America boosted their price target on shares of Dell Technologies from $167.00 to $170.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. Sixteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $148.67.

Insider Activity

In other news, Director William D. Green sold 65,000 shares of the company’s stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $150.50, for a total value of $9,782,500.00. Following the completion of the transaction, the director owned 47,619 shares in the company, valued at $7,166,659.50. This represents a 57.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 2,220 shares of the company’s stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $146.07, for a total transaction of $324,275.40. The disclosure for this sale can be found here. Insiders sold a total of 3,781,682 shares of company stock worth $505,183,267 over the last three months. Company insiders own 42.00% of the company’s stock.

Dell Technologies Stock Performance

Shares of NYSE:DELL opened at $145.83 on Tuesday. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $152.10. The company has a market capitalization of $98.05 billion, a PE ratio of 21.45, a PEG ratio of 0.96 and a beta of 1.05. The company has a 50 day moving average price of $132.08 and a two-hundred day moving average price of $115.50.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, August 28th. The technology company reported $2.32 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $29.78 billion during the quarter, compared to the consensus estimate of $29.14 billion. During the same quarter in the prior year, the firm earned $1.89 earnings per share. The business’s quarterly revenue 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. On average, sell-side analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 31st. Shareholders of record on Tuesday, October 21st will be paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, October 21st. Dell Technologies’s dividend payout ratio is presently 30.88%.

About Dell Technologies

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).