Plimoth Trust Co. LLC Sells 1,202 Shares of Dell Technologies Inc. $DELL

Plimoth Trust Co. LLC cut its stake in Dell Technologies Inc. (NYSE:DELL) by 3.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 30,449 shares of the technology company’s stock after selling 1,202 shares during the period. Dell Technologies makes up 3.1% of Plimoth Trust Co. LLC’s investment portfolio, making the stock its 6th largest position. Plimoth Trust Co. LLC’s holdings in Dell Technologies were worth $16,380,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of DELL. Noble Wealth Management PBC increased its position in Dell Technologies by 113.6% during the third quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after purchasing an additional 25 shares during the last quarter. Cornerstone Financial Management LLC boosted its holdings in shares of Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after purchasing an additional 23 shares during the last quarter. Premier Financial Group acquired a new position in shares of Dell Technologies in the 2nd quarter valued at $34,000. Byrne Asset Management LLC acquired a new position in shares of Dell Technologies in the 2nd quarter valued at $38,000. Finally, Retirement Wealth Solutions LLC grew its stake in shares of Dell Technologies by 41.3% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock valued at $48,000 after buying an additional 26 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 83,006 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the completion of the sale, the director directly owned 73,185 shares of the company’s stock, valued at approximately $37,861,527.90. This represents a 53.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director directly owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,819,650 shares of company stock worth $991,183,596 in the last 90 days. Company insiders own 41.50% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Dell is expanding its AI infrastructure footprint. Honeywell launched Forge Plant Cognition, an industrial AI platform built using NVIDIA technology and Dell infrastructure, supporting potential demand from refining, petrochemical and LNG customers. Honeywell Technologies Launches Forge Plant Cognition
• Positive Sentiment: Additional reported deployments in industrial operations, education and sports analytics, along with Dell’s NVIDIA-backed “AI factory” and agentic-AI initiatives, reinforce the company’s positioning as an on-premises AI hardware provider. Dell AI Factory with NVIDIA
• Neutral Sentiment: Director Lynn Vojvodich Radakovich sold $930,120 of Dell shares, reducing her direct ownership by 7.3%. Because the transaction occurred under a pre-arranged Rule 10b5-1 plan, it provides limited evidence of a negative view of Dell’s prospects. Dell SEC Form 4 Filing
• Neutral Sentiment: Industry reports project continued growth in converged infrastructure and intelligent platform-management markets, areas where Dell participates, but these broad market forecasts do not necessarily translate into near-term revenue or earnings growth for DELL.
• Negative Sentiment: Barclays downgraded Dell, arguing that the company has not yet delivered a “meaningful AI inflection.” The downgrade has contributed to an approximately 18.5% monthly decline and highlights concerns that AI-server growth may not accelerate quickly enough to support the valuation. Dell Sinks 18.5% in a Month on Barclays Downgrade
• Negative Sentiment: Analysts and commentary are questioning whether Dell’s future cash generation can support the stock after substantial long-term gains, increasing sensitivity to execution, margins and AI demand.
• Negative Sentiment: Insider selling by executives and directors across several AI-related companies, including Dell, may add caution, although broader analyst support and institutional demand suggest the AI investment theme remains intact. Insiders Are Selling These 5 AI Stocks

Dell Technologies Stock Performance

NYSE DELL opened at $467.61 on Tuesday. The firm has a market capitalization of $297.31 billion, a price-to-earnings ratio of 27.14, a PEG ratio of 0.47 and a beta of 1.37. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $595.51. The company’s 50 day moving average price is $512.73 and its 200 day moving average price is $321.50.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the previous year, the firm earned $1.70 earnings per share. Dell Technologies’s revenue for the quarter was up 57.7% on a year-over-year basis. 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. Sell-side analysts forecast that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. The Goldman Sachs Group restated a “buy” rating on shares of Dell Technologies in a report on Friday, October 9th. Morgan Stanley increased their target price on Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a research report on Monday, September 21st. Cantor Fitzgerald started coverage on Dell Technologies in a report on Wednesday, September 2nd. They issued an “overweight” rating on the stock. Citigroup boosted their price target on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Finally, Raymond James Financial upped their price target on Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $569.96.

Dell Technologies Profile

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.