1,511 Dell Technologies Inc. $DELL Shares Bought by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. boosted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 132,484 shares of the technology company’s stock after buying an additional 1,511 shares during the period. Dell Technologies accounts for about 0.9% of Crossmark Global Holdings Inc.’s investment portfolio, making the stock its 16th biggest holding. Crossmark Global Holdings Inc.’s holdings in Dell Technologies were worth $71,270,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Bank of America Corp DE increased its holdings in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the period. Wellington Management Group LLP raised its position in shares of Dell Technologies by 140.1% in the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after acquiring an additional 1,474,347 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of Dell Technologies by 3.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after purchasing an additional 27,668 shares during the last quarter. Swiss National Bank lifted its stake in shares of Dell Technologies by 4.7% during the 1st quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after purchasing an additional 41,700 shares during the last quarter. Finally, Amundi boosted its position in Dell Technologies by 5.8% during the first quarter. Amundi now owns 845,709 shares of the technology company’s stock valued at $138,806,000 after purchasing an additional 46,240 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Up 5.4%

DELL opened at $486.29 on Thursday. The company has a market cap of $309.19 billion, a P/E ratio of 28.22, a price-to-earnings-growth ratio of 0.48 and a beta of 1.37. The firm’s 50-day moving average price is $514.95 and its 200-day moving average price is $401.21. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $595.51.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. Dell Technologies’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same period last year, the business earned $1.70 EPS. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, research analysts anticipate that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Super Micro’s stronger outlook lifted the AI-server group. Super Micro raised its preliminary fiscal first-quarter revenue forecast to $18.5 billion-$19.5 billion, approximately $4 billion above its prior midpoint, and projected gross margins of 12%-12.5%. The update provided fresh evidence of robust AI infrastructure demand and supported Dell and other server makers. Why Is Dell Stock Surging Wednesday?
• Positive Sentiment: Dell expanded its AI Factory platform with NVIDIA. New offerings span deskside agentic-AI systems, workstations and data-center infrastructure designed to help enterprises move AI from testing into production. Dell said its AI Factory customer base has grown to more than 6,500 from 5,000 in the prior quarter, strengthening the investment case for its AI-server backlog and ecosystem. Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA
• Positive Sentiment: Management emphasized supply availability as a competitive advantage. Dell said that, in the tight AI market, access to components and delivery capacity may matter more than price, suggesting demand remains strong enough for customers to prioritize timely deployment. In a tight AI market, Dell says supply matters more than price
• Positive Sentiment: Dell reportedly raised its dividend by 20% for the fourth consecutive year, adding to shareholder-return support and signaling confidence in cash generation. Dell Technologies raises its dividend 20% for the fourth year running
• Neutral Sentiment: Former Dell CFO Yvonne McGill joined Sourceability’s board. The appointment highlights her industry experience but has limited direct financial impact on Dell. Sourceability Appoints Yvonne McGill to Its Board
• Negative Sentiment: Barclays recently downgraded Dell, arguing that its valuation has outpaced the pace of enterprise AI adoption. Investors also remain concerned about memory and other component shortages, as well as debt risks among AI infrastructure customers such as CoreWeave. Dell Stock Got Hit by a Downgrade

Wall Street Analyst Weigh In

DELL has been the topic of several analyst reports. Truist Financial lifted their target price on Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a research note on Wednesday, September 2nd. Piper Sandler reissued an “overweight” rating and set a $558.00 price target (up from $497.00) on shares of Dell Technologies in a research report on Wednesday, September 2nd. Raymond James Financial increased their price target on shares of Dell Technologies from $500.00 to $617.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Dell Technologies in a report on Thursday, September 3rd. They issued a “hold” rating and a $480.00 price target on the stock. Finally, Bank of America lifted their price objective on shares of Dell Technologies from $505.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $569.96.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners V. De (Aiv sold 25,494 shares of Dell Technologies stock in a transaction on Friday, October 9th. The shares were sold at an average price of $582.30, for a total transaction of $14,845,156.20. Following the completion of the sale, the director directly owned 22,686 shares in the company, valued at approximately $13,210,057.80. The trade was a 52.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Lynn Vojvodich Radakovich sold 2,022 shares of the business’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $565.28, for a total transaction of $1,142,996.16. Following the sale, the director directly owned 25,267 shares in the company, valued at $14,282,929.76. This trade represents a 7.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,817,628 shares of company stock valued at $990,253,476. Company insiders own 41.50% of the company’s stock.

About Dell Technologies

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.