2,282 Shares in Dell Technologies Inc. $DELL Bought by MSH Capital Advisors LLC

MSH Capital Advisors LLC acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,282 shares of the technology company’s stock, valued at approximately $1,236,000.

A number of other hedge funds have also modified their holdings of DELL. Ibex Wealth Advisors raised its position in Dell Technologies by 1.6% in the 3rd quarter. Ibex Wealth Advisors now owns 57,173 shares of the technology company’s stock valued at $30,756,000 after buying an additional 879 shares during the last quarter. Shah Wealth Advisors LLC acquired a new position in Dell Technologies during the 3rd quarter worth approximately $908,000. Diversified Trust Co boosted its position in Dell Technologies by 4.7% during the 3rd quarter. Diversified Trust Co now owns 6,151 shares of the technology company’s stock worth $3,309,000 after acquiring an additional 275 shares during the last quarter. Astra Wealth Partners LLC bought a new position in shares of Dell Technologies during the 3rd quarter worth approximately $212,000. Finally, Cornerstone Advisors LLC bought a new position in shares of Dell Technologies during the 3rd quarter worth approximately $8,834,000. 76.37% of the stock is currently owned by institutional investors.

More Dell Technologies News

Here’s some of the latest news about DELL:

• Positive Sentiment: Dell’s AI-server growth, record orders and substantial backlog could support continued expansion; one analysis argues a shift in who buys AI hardware may create an opportunity for the stock. Article: AI stock could be a 2027 winner
• Positive Sentiment: The University of Alabama plans to establish a high-performance computing center using Dell HPC, AI and data infrastructure, providing a customer deployment that highlights demand for Dell’s solutions. Article: Dell infrastructure deployment at the University of Alabama
• Neutral Sentiment: Coverage of Dell’s planned Austin campus renovation reports a $12 million project; the articles provide no clear indication of a material near-term effect on earnings. Article: Austin campus renovation

Analysts Set New Price Targets

A number of brokerages have recently commented on DELL. Daiwa Securities Group boosted their price objective on shares of Dell Technologies from $465.00 to $625.00 and gave the stock an “outperform” rating in a research report on Friday, September 18th. TD Cowen boosted their target price on shares of Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a report on Tuesday, September 29th. Piper Sandler reissued an “overweight” rating and issued a $558.00 price objective (up from $497.00) on shares of Dell Technologies in a research report on Wednesday, September 2nd. Fox Advisors upgraded shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price objective on the stock in a research note on Wednesday, September 2nd. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Dell Technologies in a report on Friday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $569.96.

Insiders Place Their Bets

In other Dell Technologies news, Director Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $460.00, for a total value of $930,120.00. Following the completion of the transaction, the director directly owned 25,686 shares of the company’s stock, valued at $11,815,560. The trade was a 7.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Silver Lake Partners Iv, L.P. sold 1,800 shares of the company’s stock in a transaction dated Friday, October 9th. The stock was sold at an average price of $586.40, for a total transaction of $1,055,520.00. Following the sale, the director directly owned 1,404,569 shares of the company’s stock, valued at $823,639,261.60. This represents a 0.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,819,650 shares of company stock worth $991,183,596. 41.50% of the stock is currently owned by insiders.

Dell Technologies Trading Down 7.2%

Shares of NYSE:DELL traded down $26.85 on Friday, hitting $344.32. The company had a trading volume of 9,595,743 shares, compared to its average volume of 7,200,996. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $595.51. The stock has a market cap of $218.92 billion, a price-to-earnings ratio of 19.98, a P/E/G ratio of 0.38 and a beta of 1.45. The stock has a 50 day moving average price of $493.45 and a 200 day moving average price of $342.40.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (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 quarterly revenue was up 57.7% compared to the same quarter last year. During the same quarter last year, the company posted $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. Sell-side analysts anticipate that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th were paid a $0.63 dividend. The ex-dividend date was Tuesday, October 20th. This represents a $2.52 annualized dividend and a yield of 0.7%. Dell Technologies’s payout ratio is 14.63%.

Dell Technologies Company Profile

Dell Technologies is a global technology company that develops, sells and supports computers and related infrastructure. Its products include personal computers, workstations, monitors and peripherals, as well as servers, storage systems and networking equipment for businesses and other organizations. The company also provides technology services and solutions, including support, consulting and offerings related to cloud computing, data management and cybersecurity. Dell serves consumers, businesses, governments and other institutions in markets around the world.