Dell Technologies Inc. $DELL Shares Acquired by Skandinaviska Enskilda Banken AB publ

Skandinaviska Enskilda Banken AB publ increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 25.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 91,409 shares of the technology company’s stock after purchasing an additional 18,575 shares during the period. Skandinaviska Enskilda Banken AB publ’s holdings in Dell Technologies were worth $12,951,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Winnow Wealth LLC acquired a new stake in shares of Dell Technologies in the second quarter worth approximately $25,000. Westside Investment Management Inc. raised its position in shares of Dell Technologies by 84.7% in the second quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after buying an additional 100 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies in the second quarter worth about $28,000. NewSquare Capital LLC boosted its position in Dell Technologies by 96.9% during the second quarter. NewSquare Capital LLC now owns 254 shares of the technology company’s stock worth $31,000 after acquiring an additional 125 shares during the last quarter. Finally, Johnson Financial Group Inc. raised its holdings in Dell Technologies by 66.2% in the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after acquiring an additional 100 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on DELL shares. Barclays upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $148.00 target price on the stock in a report on Thursday, January 15th. Evercore set a $180.00 target price on Dell Technologies and gave the company an “outperform” rating in a report on Monday, November 3rd. The Goldman Sachs Group started coverage on Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, JPMorgan Chase & Co. upped their target price on shares of Dell Technologies from $165.00 to $170.00 and gave the company an “overweight” rating in a research report on Monday, November 17th. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $160.37.

Insiders Place Their Bets

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the transaction, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. The trade was a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 42.00% of the stock is currently owned by company insiders.

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $116.81 on Thursday. The stock has a market capitalization of $77.41 billion, a price-to-earnings ratio of 15.57, a price-to-earnings-growth ratio of 0.67 and a beta of 1.03. The business has a 50-day moving average of $121.90 and a 200 day moving average of $132.39. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $168.08.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.12. The business had revenue of $27.01 billion for the quarter, compared to analysts’ expectations of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The business’s quarterly revenue was up 10.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.15 earnings per share. 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. Equities research analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were issued a dividend of $0.525 per share. The ex-dividend date was Tuesday, January 20th. This represents a $2.10 annualized dividend and a yield of 1.8%. Dell Technologies’s dividend payout ratio is 28.00%.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell and Ooredoo announced a collaboration to advance AI innovation and deepen cooperation across cloud/edge offerings — a strategic partnership that can drive regional sales and services adoption. Dell Technologies and Ooredoo collaborate
• Positive Sentiment: Reports highlight strong AI-driven sales and “jaw-dropping” dividend news, signaling management confidence in cash flow and shareholder returns as AI demand accelerates. Dividend and AI sales coverage
• Positive Sentiment: Dell is planning an ~$8M upgrade to its Round Rock campus — modest capex but a sign of ongoing investment in infrastructure and employee-facing operations. Round Rock campus upgrade
• Positive Sentiment: McLaren Racing extended its relationship with Dell, reinforcing brand visibility and performance use-cases for Dell’s infrastructure and edge solutions. McLaren partnership
• Positive Sentiment: Independent testing (Principled Technologies) found a Dell Pro 14 outperforming HP and Lenovo AI PCs in real-world AI tasks — supports product competitiveness in AI endpoints. Principled Technologies report
• Positive Sentiment: 6WIND announced a VSR appliance built on Dell PowerEdge servers (Intel Xeon 6) — another OEM/ISV endorsement that may support server demand. 6WIND on PowerEdge
• Positive Sentiment: Dell’s CFO will present at the Morgan Stanley TMT conference in early March — provides management access to investors to discuss AI traction, margin outlook and capital allocation. Investor conference presentation
• Neutral Sentiment: Analyst and media pieces are re-assessing Dell’s valuation after recent share weakness — useful context for investors but not news-driving by itself. Valuation assessment
• Neutral Sentiment: A Zacks comparison of Dell vs. Super Micro highlights growth trade-offs: SMCI’s faster AI-driven revenue growth versus Dell’s scale and margin pressure — frames competitive dynamics. DELL vs SMCI analysis
• Negative Sentiment: Morgan Stanley cut its price target on DELL to $101 and kept an “underweight” rating — a substantive near-term headwind that could pressure sentiment and weigh on the stock. Morgan Stanley price target cut
• Negative Sentiment: Market coverage noted recent intraday weakness with the stock underperforming some market moves — a reminder investors remain sensitive to guidance, margins and analyst positioning. DELL stock sinks coverage

About Dell Technologies

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.