Hudson Value Partners LLC Trims Position in Dell Technologies Inc. $DELL

Hudson Value Partners LLC lessened its stake in Dell Technologies Inc. (NYSE:DELLFree Report) by 1.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 44,200 shares of the technology company’s stock after selling 669 shares during the quarter. Dell Technologies comprises 1.9% of Hudson Value Partners LLC’s holdings, making the stock its 16th largest position. Hudson Value Partners LLC’s holdings in Dell Technologies were worth $5,419,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its stake in Dell Technologies by 4.1% in the 1st quarter. Vanguard Group Inc. now owns 29,106,218 shares of the technology company’s stock worth $2,653,032,000 after buying an additional 1,145,658 shares during the period. Boston Partners increased its position in Dell Technologies by 34.4% during the 1st quarter. Boston Partners now owns 5,132,877 shares of the technology company’s stock valued at $466,418,000 after purchasing an additional 1,312,600 shares during the period. Deutsche Bank AG increased its position in Dell Technologies by 38.1% during the 1st quarter. Deutsche Bank AG now owns 4,141,618 shares of the technology company’s stock valued at $377,508,000 after purchasing an additional 1,142,012 shares during the period. Alkeon Capital Management LLC increased its position in Dell Technologies by 41.4% during the 1st quarter. Alkeon Capital Management LLC now owns 3,177,809 shares of the technology company’s stock valued at $289,657,000 after purchasing an additional 931,032 shares during the period. Finally, Invesco Ltd. increased its position in Dell Technologies by 20.5% during the 1st quarter. Invesco Ltd. now owns 2,952,829 shares of the technology company’s stock valued at $269,150,000 after purchasing an additional 502,764 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Up 5.4%

DELL stock opened at $149.46 on Thursday. The firm has a 50 day moving average of $131.27 and a 200 day moving average of $114.29. The stock has a market capitalization of $100.49 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 0.97 and a beta of 1.04. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $149.68.

Dell Technologies (NYSE:DELLGet Free Report) last released its earnings results on Thursday, August 28th. The technology company reported $2.32 EPS for the quarter, topping analysts’ consensus estimates of $2.29 by $0.03. The company had revenue of $29.78 billion during the quarter, compared to analysts’ expectations of $29.14 billion. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. Dell Technologies’s revenue for the quarter was up 19.0% on a year-over-year basis. During the same period last year, the business earned $1.89 EPS. 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, equities research analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Insider Activity at Dell Technologies

In related news, 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 value of $91,632.75. Following the completion of the sale, the director directly owned 23,680 shares in the company, valued at $2,992,915.20. This trade represents a 2.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director William D. Green sold 50,000 shares of Dell Technologies stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $140.00, for a total transaction of $7,000,000.00. Following the sale, the director owned 45,045 shares of the company’s stock, valued at approximately $6,306,300. The trade was a 52.61% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 3,204,462 shares of company stock valued at $420,370,484 over the last 90 days. Company insiders own 42.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Raymond James Financial raised their target price on shares of Dell Technologies from $150.00 to $152.00 and gave the company an “outperform” rating in a research report on Friday, August 29th. TD Cowen raised their target price on shares of Dell Technologies from $125.00 to $130.00 and gave the company a “hold” rating in a research report on Friday, August 29th. The Goldman Sachs Group raised their target price on shares of Dell Technologies from $150.00 to $155.00 and gave the company a “buy” rating in a research report on Tuesday. Morgan Stanley raised their target price on shares of Dell Technologies from $135.00 to $144.00 and gave the company an “overweight” rating in a research report on Thursday, August 21st. Finally, KeyCorp began coverage on shares of Dell Technologies in a research report on Thursday, June 26th. They issued a “sector weight” rating on the stock. Sixteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $148.67.

Read Our Latest Stock Report on Dell Technologies

Dell Technologies Profile

(Free Report)

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).

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Institutional Ownership by Quarter for Dell Technologies (NYSE:DELL)

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