L & S Advisors Inc Acquires Shares of 72,944 Dell Technologies Inc. $DELL

L & S Advisors Inc bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 72,944 shares of the technology company’s stock, valued at approximately $10,341,000. Dell Technologies comprises 1.0% of L & S Advisors Inc’s investment portfolio, making the stock its 29th biggest holding.

A number of other large investors have also added to or reduced their stakes in DELL. Phoenix Financial Ltd. lifted its holdings in Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after buying an additional 16,488 shares during the period. Stonegate Investment Group LLC raised its position in shares of Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after acquiring an additional 410,271 shares in the last quarter. Commerzbank Aktiengesellschaft FI boosted its position in shares of Dell Technologies by 637.3% during the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after purchasing an additional 16,711 shares in the last quarter. Providence Capital Advisors LLC acquired a new stake in Dell Technologies during the third quarter worth approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC increased its holdings in Dell Technologies by 4.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after purchasing an additional 12,695 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling

In other news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction 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 directly 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 document filed with the Securities & Exchange Commission, which is available at this link. 42.00% of the stock is currently owned by insiders.

Dell Technologies Price Performance

Shares of DELL opened at $116.81 on Thursday. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $168.08. The stock’s fifty day moving average price is $121.90 and its two-hundred day moving average price is $132.39. The firm has a market cap of $77.41 billion, a PE ratio of 15.57, a PEG ratio of 0.67 and a beta of 1.03.

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

Dell Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

DELL has been the subject of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dell Technologies in a research report on Wednesday, January 21st. Citic Securities lifted their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, November 28th. JPMorgan Chase & Co. raised their target price on Dell Technologies from $165.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, November 17th. Morgan Stanley dropped their price target on Dell Technologies from $111.00 to $101.00 and set an “underweight” rating on the stock in a research note on Wednesday. Finally, Raymond James Financial raised their price objective on Dell Technologies from $161.00 to $166.00 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 assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $160.37.

Key Dell Technologies News

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

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.