Union Bancaire Privee UBP SA Has $9.01 Million Stake in Dell Technologies Inc. $DELL

Union Bancaire Privee UBP SA lifted its stake in Dell Technologies Inc. (NYSE:DELL) by 33.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 63,555 shares of the technology company’s stock after acquiring an additional 15,904 shares during the period. Union Bancaire Privee UBP SA’s holdings in Dell Technologies were worth $9,010,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Winnow Wealth LLC bought a new position in shares of Dell Technologies in the second quarter valued at approximately $25,000. Flaharty Asset Management LLC acquired a new position in Dell Technologies in the 1st quarter valued at $27,000. Westside Investment Management Inc. raised its holdings in Dell Technologies by 84.7% in the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock worth $27,000 after acquiring an additional 100 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in Dell Technologies during the 2nd quarter worth $28,000. Finally, Central Pacific Bank Trust Division acquired a new position in Dell Technologies during the 2nd quarter worth $29,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Trading Up 2.5%

Shares of NYSE:DELL opened at $133.75 on Wednesday. The firm has a market capitalization of $89.93 billion, a PE ratio of 17.83, a PEG ratio of 0.87 and a beta of 1.03. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08. The business’s 50 day moving average is $142.84 and its 200-day moving average is $132.82.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, November 25th. The technology company reported $2.59 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 firm had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. During the same period last year, the business earned $2.15 earnings per share. Dell Technologies’s quarterly revenue 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. On average, sell-side analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th will be given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Tuesday, January 20th. Dell Technologies’s payout ratio is 28.00%.

Insiders Place Their Bets

In related news, Director Iv (Gp) L.L.C. Slta sold 499,999 shares of the stock in a transaction dated Wednesday, October 8th. The shares were sold at an average price of $161.48, for a total value of $80,739,838.52. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director William D. Green sold 42,736 shares of the firm’s stock in a transaction dated Wednesday, October 8th. The stock was sold at an average price of $160.00, for a total transaction of $6,837,760.00. Following the transaction, the director owned 47,619 shares of the company’s stock, valued at approximately $7,619,040. This represents a 47.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,008,030 shares of company stock valued at $576,159,860 over the last 90 days. Company insiders own 42.00% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on DELL. Citigroup reaffirmed a “buy” rating on shares of Dell Technologies in a research report on Wednesday, November 26th. Zacks Research downgraded Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. UBS Group cut their price target on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a report on Wednesday, November 26th. Evercore ISI set a $180.00 price objective on shares of Dell Technologies and gave the stock an “outperform” rating in a research note on Monday, November 3rd. Finally, Morgan Stanley boosted their target price on shares of Dell Technologies from $110.00 to $113.00 and gave the stock an “underweight” rating in a research report on Wednesday, November 26th. Sixteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $162.84.

About Dell Technologies

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).