First Hawaiian Bank Increases Stock Holdings in Dell Technologies Inc. $DELL

First Hawaiian Bank lifted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 67.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 34,878 shares of the technology company’s stock after buying an additional 14,010 shares during the period. First Hawaiian Bank’s holdings in Dell Technologies were worth $3,179,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Smallwood Wealth Investment Management LLC purchased a new position in Dell Technologies in the first quarter worth $25,000. N.E.W. Advisory Services LLC purchased a new position in Dell Technologies in the first quarter worth $26,000. Cheviot Value Management LLC purchased a new position in Dell Technologies in the first quarter worth $27,000. Flaharty Asset Management LLC purchased a new position in Dell Technologies in the first quarter worth $27,000. Finally, Cullen Frost Bankers Inc. boosted its position in Dell Technologies by 270.7% in the first quarter. Cullen Frost Bankers Inc. now owns 304 shares of the technology company’s stock worth $28,000 after purchasing an additional 222 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In related news, CAO Brunilda Rios sold 6,000 shares of the business’s stock in a transaction on Thursday, June 26th. The stock was sold at an average price of $126.29, for a total transaction of $757,740.00. Following the sale, the chief accounting officer directly owned 18,948 shares in the company, valued at approximately $2,392,942.92. The trade was a 24.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 6,086 shares of the business’s stock in a transaction on Thursday, July 17th. The shares were sold at an average price of $123.50, for a total value of $751,621.00. Following the sale, the director owned 986,261 shares in the company, valued at approximately $121,803,233.50. The trade was a 0.61% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 11,618,897 shares of company stock worth $1,428,008,024 in the last 90 days. 42.00% of the stock is owned by company insiders.

Dell Technologies Stock Performance

NYSE:DELL opened at $125.33 on Friday. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $147.66. The firm has a market cap of $85.08 billion, a price-to-earnings ratio of 18.43, a PEG ratio of 0.85 and a beta of 1.01. The business’s fifty day moving average is $129.36 and its 200 day moving average is $110.91.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, August 28th. The technology company reported $2.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $0.03. Dell Technologies had a negative return on equity of 236.21% and a net margin of 4.73%.The company had revenue of $29.78 billion for the quarter, compared to analyst estimates of $29.14 billion. During the same period in the previous year, the company posted $1.89 EPS. The firm’s revenue for the quarter was up 19.0% compared to the same quarter last year. Dell Technologies has set its Q3 2026 guidance at 2.450-2.450 EPS. FY 2026 guidance at 9.550-9.550 EPS. Equities analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 31st. Investors of record on Tuesday, October 21st will be paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Tuesday, October 21st. Dell Technologies’s payout ratio is presently 30.88%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on DELL. Citigroup boosted their price objective on Dell Technologies from $135.00 to $160.00 and gave the stock a “buy” rating in a research report on Monday, August 11th. The Goldman Sachs Group set a $140.00 price objective on Dell Technologies and gave the stock a “buy” rating in a research report on Thursday, August 28th. Wells Fargo & Company boosted their target price on Dell Technologies from $150.00 to $160.00 and gave the company an “overweight” rating in a research note on Friday, August 29th. KeyCorp initiated coverage on Dell Technologies in a research note on Thursday, June 26th. They issued a “sector weight” rating on the stock. Finally, Barclays boosted their target price on Dell Technologies from $123.00 to $131.00 and gave the company an “equal weight” rating in a research note on Friday, August 29th. Fourteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $146.31.

Dell Technologies Company 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).