L & S Advisors Inc Buys New Stake in Dell Technologies Inc. $DELL

L & S Advisors Inc bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 72,944 shares of the technology company’s stock, valued at approximately $10,341,000. Dell Technologies accounts for approximately 1.0% of L & S Advisors Inc’s holdings, making the stock its 29th biggest position.

A number of other large investors have also recently bought and sold shares of DELL. Winnow Wealth LLC acquired a new stake in shares of Dell Technologies during the 2nd quarter worth about $25,000. Westside Investment Management Inc. raised its stake in shares of Dell Technologies by 84.7% in the second quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after acquiring an additional 100 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Dell Technologies in the 2nd quarter worth approximately $28,000. Johnson Financial Group Inc. increased its holdings in Dell Technologies by 66.2% during the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after purchasing an additional 100 shares in the last quarter. Finally, WealthCollab LLC boosted its stake in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently issued reports on DELL. Zacks Research downgraded shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Daiwa Securities Group upped their target price on shares of Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Mizuho raised their price target on shares of Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a report on Wednesday, November 26th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a research report on Wednesday, January 21st. Finally, The Goldman Sachs Group began coverage on Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price for the company. Seventeen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $160.37.

Dell Technologies Stock Up 0.6%

Shares of DELL stock opened at $116.81 on Thursday. The firm has a fifty day moving average of $121.90 and a 200-day moving average of $132.39. The firm has a market capitalization of $77.41 billion, a price-to-earnings ratio of 15.57, a price-to-earnings-growth ratio of 0.67 and a beta of 1.03. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $168.08.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The company had revenue of $27.01 billion during the quarter, compared to the consensus estimate of $27.26 billion. During the same period in the prior year, the company earned $2.15 earnings per share. The company’s revenue for the quarter was up 10.8% compared to the same quarter last year. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. 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 was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were paid a $0.525 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis and a yield of 1.8%. Dell Technologies’s dividend payout ratio is presently 28.00%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of Dell Technologies stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value of $9,806,520.00. Following the sale, the director owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 42.00% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell announced an AI partnership with Ooredoo to advance AI solutions and deepen cooperation — a revenue/market‑share catalyst if it drives telecom cloud and AI deployments. Dell Technologies and Ooredoo collaborate to advance AI innovation and deepen cooperation
• Positive Sentiment: McLaren Racing extended its relationship with Dell, highlighting continued brand, engineering and high‑performance computing exposure that supports commercial and marketing momentum. McLaren Racing Extends Relationship with Dell Technologies to Accelerate Performance On and Off the Track
• Positive Sentiment: Partner and OEM wins: 6WIND announced a second‑generation VSR appliance built on Dell PowerEdge servers, reinforcing PowerEdge demand in carrier and edge use cases. 6WIND Announces Second-Generation VSR Appliance Built on Dell PowerEdge Servers with Intel Xeon 6
• Positive Sentiment: Product validation: a Principled Technologies report claims a Dell Pro 14 outperformed peers in real‑world AI PC use cases, which can help commercial PC ASPs and corporate procurement wins. In real-world use cases, a Dell Pro 14 outperformed HP and Lenovo AI PCs, according to a Principled Technologies report
• Positive Sentiment: Local investment: reports say Dell is considering an ~$8M upgrade to its Round Rock campus — modest capex but positive for workforce and R&D continuity. Dell eying $8M upgrade to Round Rock campus
• Neutral Sentiment: Investor events: CFO David Kennedy will present at the Morgan Stanley TMT conference on March 4 — a scheduled chance for management to update on AI demand, margins and guidance execution. Dell Technologies to Present at Investor Conference in March
• Neutral Sentiment: Analyst context: Citigroup trimmed its price target from $165 to $160 but left a buy rating — a mild signal that upside is still seen but expectations were nudged lower. Citigroup Lowers Dell Technologies (NYSE:DELL) Price Target to $160.00
• Neutral Sentiment: Analyst/peer comparison pieces (DELL vs SMCI) and valuation write‑ups are appearing; these highlight competitive pressure in AI servers and differing margin profiles — useful for longer‑term positioning but not immediate catalysts. DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
• Negative Sentiment: Morgan Stanley cut its price target to $101 and kept an “underweight” rating — a stronger near‑term negative that signals analyst concern on margins and AI server competition and could pressure the stock if others follow. Morgan Stanley adjusts price target on Dell Technologies to $101 from $111, maintains underweight

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.