United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Takes Position in Dell Technologies Inc. $DELL

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in Dell Technologies Inc. (NYSE:DELL) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,300 shares of the technology company’s stock, valued at approximately $650,000.

A number of other large investors have also recently bought and sold shares of the stock. Boston Partners lifted its holdings in Dell Technologies by 34.4% in 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 in the last quarter. Vanguard Group Inc. lifted its position in Dell Technologies by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 29,106,218 shares of the technology company’s stock worth $2,653,032,000 after acquiring an additional 1,145,658 shares in the last quarter. Deutsche Bank AG grew its stake in shares of Dell Technologies by 38.1% during the first quarter. Deutsche Bank AG now owns 4,141,618 shares of the technology company’s stock valued at $377,508,000 after acquiring an additional 1,142,012 shares in the last quarter. Alkeon Capital Management LLC raised its stake in shares of Dell Technologies by 41.4% in 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 in the last quarter. Finally, Ameriprise Financial Inc. lifted its position in shares of Dell Technologies by 49.4% during the first quarter. Ameriprise Financial Inc. now owns 2,336,661 shares of the technology company’s stock worth $212,967,000 after purchasing an additional 772,465 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Price Performance

Dell Technologies stock opened at $133.33 on Thursday. The firm has a market capitalization of $89.65 billion, a price-to-earnings ratio of 17.78, a PEG ratio of 0.96 and a beta of 1.02. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The company’s 50 day simple moving average is $143.63 and its 200 day simple moving average is $130.34.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a negative return on equity of 240.42% and a net margin of 5.01%.The company had revenue of $27.01 billion for the quarter, compared to analyst estimates of $27.26 billion. During the same quarter last year, the firm posted $2.15 earnings per share. Dell Technologies’s 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. Q4 2026 guidance at 3.500-3.500 EPS. As a group, analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 31st. Shareholders of record on Tuesday, October 21st were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Tuesday, October 21st. This represents a $2.10 annualized dividend and a yield of 1.6%. Dell Technologies’s payout ratio is presently 30.88%.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Iv (Gp) L.L.C. Slta sold 499,999 shares of the stock in a transaction dated Wednesday, October 8th. The stock was sold at an average price of $161.48, for a total value of $80,739,838.52. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lake Group L.L.C. Silver sold 6,617 shares of the stock in a transaction dated Tuesday, October 14th. The shares were sold at an average price of $151.63, for a total value of $1,003,335.71. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,537,755 shares of company stock worth $642,644,973 in the last ninety days. Insiders own 42.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on DELL. Barclays dropped their target price on shares of Dell Technologies from $151.00 to $148.00 and set an “equal weight” rating on the stock in a report on Wednesday. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Fox Advisors cut shares of Dell Technologies from an “overweight” rating to an “equal weight” rating in a report on Friday, August 29th. Bank of America upped their target price on Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Mizuho increased their price target on shares of Dell Technologies from $170.00 to $175.00 and gave the stock an “outperform” rating in a research note on Wednesday. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $161.11.

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).