Alberta Investment Management Corp Has $5.66 Million Holdings in Dell Technologies Inc. $DELL

Alberta Investment Management Corp raised its stake in Dell Technologies Inc. (NYSE:DELL) by 31.3% in the third quarter, Holdings Channel.com reports. The firm owned 39,900 shares of the technology company’s stock after acquiring an additional 9,500 shares during the period. Alberta Investment Management Corp’s holdings in Dell Technologies were worth $5,657,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also modified their holdings of DELL. Vanguard Group Inc. grew its stake in shares of Dell Technologies by 3.3% in the 3rd quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock valued at $4,265,237,000 after purchasing an additional 964,080 shares during the period. State Street Corp increased its holdings in shares of Dell Technologies by 2.1% in the second quarter. State Street Corp now owns 14,099,317 shares of the technology company’s stock valued at $1,728,576,000 after purchasing an additional 292,167 shares in the last quarter. Boston Partners increased its position in Dell Technologies by 15.0% in the second quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock worth $725,586,000 after purchasing an additional 771,966 shares during the period. Norges Bank bought a new stake in shares of Dell Technologies during the second quarter worth approximately $528,279,000. Finally, Ameriprise Financial Inc. boosted its position in shares of Dell Technologies by 37.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,203,732 shares of the technology company’s stock worth $392,802,000 after purchasing an additional 867,071 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value of $9,806,520.00. Following the completion of the sale, the director directly owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 42.00% of the stock is owned by corporate insiders.

Dell Technologies Trading Up 0.6%

Dell Technologies stock opened at $116.81 on Thursday. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $168.08. The company has a market capitalization of $77.41 billion, a PE ratio of 15.57, a P/E/G ratio of 0.67 and a beta of 1.03. The stock has a 50-day moving average price of $121.90 and a two-hundred day moving average price of $132.39.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. The company had revenue of $27.01 billion for the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The firm’s quarterly revenue was up 10.8% on a year-over-year basis. During the same period in the previous year, the firm 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. As a group, analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s dividend payout ratio (DPR) is 28.00%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell announced an AI partnership with Ooredoo to advance AI solutions and deepen cooperation — a revenue/market‑share catalyst if it drives telecom cloud and AI deployments. Dell Technologies and Ooredoo collaborate to advance AI innovation and deepen cooperation
• Positive Sentiment: McLaren Racing extended its relationship with Dell, highlighting continued brand, engineering and high‑performance computing exposure that supports commercial and marketing momentum. McLaren Racing Extends Relationship with Dell Technologies to Accelerate Performance On and Off the Track
• Positive Sentiment: Partner and OEM wins: 6WIND announced a second‑generation VSR appliance built on Dell PowerEdge servers, reinforcing PowerEdge demand in carrier and edge use cases. 6WIND Announces Second-Generation VSR Appliance Built on Dell PowerEdge Servers with Intel Xeon 6
• Positive Sentiment: Product validation: a Principled Technologies report claims a Dell Pro 14 outperformed peers in real‑world AI PC use cases, which can help commercial PC ASPs and corporate procurement wins. In real-world use cases, a Dell Pro 14 outperformed HP and Lenovo AI PCs, according to a Principled Technologies report
• Positive Sentiment: Local investment: reports say Dell is considering an ~$8M upgrade to its Round Rock campus — modest capex but positive for workforce and R&D continuity. Dell eying $8M upgrade to Round Rock campus
• Neutral Sentiment: Investor events: CFO David Kennedy will present at the Morgan Stanley TMT conference on March 4 — a scheduled chance for management to update on AI demand, margins and guidance execution. Dell Technologies to Present at Investor Conference in March
• Neutral Sentiment: Analyst context: Citigroup trimmed its price target from $165 to $160 but left a buy rating — a mild signal that upside is still seen but expectations were nudged lower. Citigroup Lowers Dell Technologies (NYSE:DELL) Price Target to $160.00
• Neutral Sentiment: Analyst/peer comparison pieces (DELL vs SMCI) and valuation write‑ups are appearing; these highlight competitive pressure in AI servers and differing margin profiles — useful for longer‑term positioning but not immediate catalysts. DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
• Negative Sentiment: Morgan Stanley cut its price target to $101 and kept an “underweight” rating — a stronger near‑term negative that signals analyst concern on margins and AI server competition and could pressure the stock if others follow. Morgan Stanley adjusts price target on Dell Technologies to $101 from $111, maintains underweight

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Bank of America boosted their target price on Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Raymond James Financial boosted their price objective on shares of Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 26th. Daiwa Securities Group raised their price target on Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Mizuho upped their price objective on Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a research note on Wednesday, November 26th. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and an average price target of $160.37.

Dell Technologies Company Profile

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.