Farmers & Merchants Investments Inc. Sells 3,895 Shares of Dell Technologies Inc. $DELL

Farmers & Merchants Investments Inc. reduced its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 4.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 94,478 shares of the technology company’s stock after selling 3,895 shares during the period. Dell Technologies makes up 1.2% of Farmers & Merchants Investments Inc.’s investment portfolio, making the stock its 20th biggest position. Farmers & Merchants Investments Inc.’s holdings in Dell Technologies were worth $50,824,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Bank of America Corp DE increased its holdings in Dell Technologies by 7.6% in the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP boosted its holdings in Dell Technologies by 140.1% during the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after purchasing an additional 1,474,347 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its position in shares of Dell Technologies by 107.8% during the third quarter. Robeco Institutional Asset Management B.V. now owns 651,154 shares of the technology company’s stock valued at $350,288,000 after acquiring an additional 337,836 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Dell Technologies by 5.0% in the 2nd quarter. NewEdge Advisors LLC now owns 480,589 shares of the technology company’s stock worth $207,355,000 after buying an additional 22,924 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in Dell Technologies by 3.0% during the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after purchasing an additional 27,668 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s reported $95 billion AI-server backlog and comparatively lower valuation were highlighted as advantages over Applied Digital, strengthening the investment case for Dell as AI infrastructure spending continues. DELL vs. APLD: Which AI-Infrastructure Stock Looks More Attractive?
• Positive Sentiment: Dell introduced new AI Factory hardware with NVIDIA, reinforcing its positioning as a supplier of complete AI computing systems and countering recent concerns about slowing enterprise demand. Dell Unveiled New AI Servers
• Positive Sentiment: Texas Athletics, Dell, Google Cloud and SHI International launched the Bevo Lab, an AI and analytics platform that expands Dell’s technology visibility in higher education and sports research. The deal is strategically positive but unlikely to materially affect near-term earnings. Texas Athletics and McCombs Launch Bevo Lab
• Neutral Sentiment: Dell rose alongside other AI-server stocks as the sector stabilized, although Hewlett Packard Enterprise outperformed Dell and Super Micro was little changed. The move suggests broader sector sentiment rather than a Dell-specific announcement. AI Server Peers Market Update
• Negative Sentiment: The previous session’s steep decline reflected profit-taking, technology-sector weakness and reported supply-chain concerns. Barclays’ recent downgrade, based partly on doubts about enterprise AI demand, continues to weigh on sentiment and may contribute to volatility. Dell Stock Drops in Tech Sell-Off

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the company. Barclays cut Dell Technologies from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $603.00 to $574.00 in a report on Wednesday, October 14th. Cantor Fitzgerald began coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating on the stock. UBS Group reiterated an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Morgan Stanley increased their target price on Dell Technologies from $499.00 to $511.00 and gave the company an “equal weight” rating in a research note on Monday, September 21st. Finally, JPMorgan Chase & Co. increased their price target on Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a report on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $569.96.

Insider Activity at Dell Technologies

In other news, Director Silver Lake Partners V. De (Aiv sold 25,494 shares of the business’s stock in a transaction on Friday, October 9th. The shares were sold at an average price of $582.30, for a total value of $14,845,156.20. Following the sale, the director owned 22,686 shares in the company, valued at approximately $13,210,057.80. The trade was a 52.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the business’s stock in a transaction that occurred on Friday, October 9th. The stock was sold at an average price of $582.30, for a total transaction of $25,858,778.40. Following the sale, the director directly owned 43,740 shares of the company’s stock, valued at approximately $25,469,802. This trade represents a 50.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,817,628 shares of company stock valued at $990,253,476. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL opened at $456.89 on Friday. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $595.51. The stock has a market capitalization of $290.49 billion, a price-to-earnings ratio of 26.52, a PEG ratio of 0.47 and a beta of 1.37. The stock has a 50 day moving average price of $513.41 and a 200 day moving average price of $403.55.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The firm’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s payout ratio is currently 14.63%.

Dell Technologies Company Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.