Vise Technologies Inc. Buys 2,481 Shares of Dell Technologies Inc. $DELL

Vise Technologies Inc. grew its stake in Dell Technologies Inc. (NYSE:DELL) by 7.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,851 shares of the technology company’s stock after purchasing an additional 2,481 shares during the period. Vise Technologies Inc.’s holdings in Dell Technologies were worth $18,748,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bank of America Corp DE raised its holdings in Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the last quarter. Wellington Management Group LLP grew its stake in Dell Technologies by 140.1% during the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after acquiring an additional 1,474,347 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Dell Technologies by 3.0% in the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after purchasing an additional 27,668 shares in the last quarter. Swiss National Bank increased its position in Dell Technologies by 4.7% during the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after acquiring an additional 41,700 shares during the period. Finally, Amundi grew its stake in shares of Dell Technologies by 5.8% in the 1st quarter. Amundi now owns 845,709 shares of the technology company’s stock valued at $138,806,000 after purchasing an additional 46,240 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DELL has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft began coverage on Dell Technologies in a research report on Thursday, September 3rd. They set a “hold” rating and a $480.00 target price for the company. Melius Research raised their price target on shares of Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. Raymond James Financial boosted their price objective on Dell Technologies from $500.00 to $617.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. Citigroup upped their price target on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Finally, Susquehanna restated a “positive” rating on shares of Dell Technologies in a research report on Tuesday, September 29th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $569.96.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI infrastructure business remains a key long-term support. Recent coverage highlighted accelerating storage growth, a reported $95 billion backlog and rising earnings estimates, while expanded AI security and cyber-resilience capabilities could strengthen its position against Cisco and Hewlett Packard Enterprise. Everpure vs. Dell: Which Data Storage Stock Is the Better Buy Now? DELL Expands AI Security Capabilities
• Neutral Sentiment: One report characterized Dell as a founder-led technology company with potential for continued innovation and global growth, but it does not introduce a new catalyst for the current session. Founder-Led Giants Redefining Technology and Global Market Growth
• Neutral Sentiment: A filing-related report said an account associated with Donald Trump sold as much as $1 million of Dell stock, despite his public comments encouraging purchases. The transaction may attract attention but is small relative to Dell’s market value and does not change the company’s fundamentals. Trump Filing Reveals Dell Stock Sale
• Negative Sentiment: Intel warned that memory shortages are constraining PC demand and that weakness could persist, hurting computer and server manufacturers. Dell fell alongside HP, Hewlett Packard Enterprise and Super Micro as investors priced in slower hardware demand and potential supply-cost pressure. Dell Sinks as Intel Warning Hits Hardware Stocks
• Negative Sentiment: Intel’s weak fourth-quarter outlook, margin pressure and roughly 25% share-price reset reinforced concerns about a prolonged PC downturn. The read-through is negative for Dell’s traditional PC business, even though AI servers may continue to grow. Silicon Shock: Intel’s Valuation Reset
• Negative Sentiment: Investors are also questioning whether Dell’s rally has outpaced its fundamentals, citing sharply weaker cash flow and negative shareholders’ equity. Those concerns increase sensitivity to any slowdown in AI or broader hardware demand. The Next AI Stock to Break Out May Not Be on Most Investors’ Radar

Dell Technologies Trading Down 10.9%

Shares of NYSE:DELL opened at $423.63 on Friday. The company has a market cap of $269.35 billion, a price-to-earnings ratio of 24.59, a PEG ratio of 0.44 and a beta of 1.37. The company has a 50-day moving average price of $513.74 and a 200 day moving average price of $330.29. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $595.51.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The business had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. During the same period in the prior year, the business earned $1.70 EPS. The business’s revenue for the quarter was up 57.7% compared to the same quarter last year. 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. As a group, equities analysts forecast that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.

Insiders Place Their Bets

In other news, Director Egon Durban sold 1,850 shares of the firm’s stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $548.40, for a total transaction of $1,014,540.00. Following the completion of the sale, the director owned 1,405,236 shares of the company’s stock, valued at approximately $770,631,422.40. This trade represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the business’s stock in a transaction dated 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 owned 43,740 shares in the company, valued at $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. Over the last quarter, insiders have sold 1,819,650 shares of company stock valued at $991,183,596. Corporate insiders own 41.50% of the company’s stock.

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.