Dell Technologies Inc. $DELL Stock Sold by Brighton Jones LLC

Brighton Jones LLC trimmed its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 11.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 49,190 shares of the technology company’s stock after selling 6,543 shares during the quarter. Brighton Jones LLC’s holdings in Dell Technologies were worth $26,462,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Collective Family Office LLC raised its stake in shares of Dell Technologies by 1.5% in the third quarter. Collective Family Office LLC now owns 1,299 shares of the technology company’s stock worth $699,000 after purchasing an additional 19 shares during the last quarter. North Star Investment Management Corp. boosted its position in shares of Dell Technologies by 0.3% during the third quarter. North Star Investment Management Corp. now owns 6,992 shares of the technology company’s stock valued at $3,761,000 after buying an additional 21 shares during the last quarter. Cornerstone Financial Management LLC boosted its position in shares of Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after buying an additional 23 shares during the last quarter. Beaumont Financial Advisors LLC increased its holdings in Dell Technologies by 0.3% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 8,713 shares of the technology company’s stock worth $4,687,000 after buying an additional 24 shares in the last quarter. Finally, Blue Bell Private Wealth Management LLC increased its holdings in Dell Technologies by 5.4% in the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 469 shares of the technology company’s stock worth $252,000 after buying an additional 24 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Evercore reissued an “outperform” rating and issued a $650.00 target price on shares of Dell Technologies in a research report on Wednesday, September 9th. Cantor Fitzgerald began coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating on the stock. Melius Research lifted their price target on shares of Dell Technologies from $650.00 to $735.00 and gave the stock a “buy” rating in a research note on Wednesday, September 2nd. UBS Group reissued an “outperform” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. Finally, Royal Bank Of Canada initiated coverage on shares of Dell Technologies in a research report on Thursday, September 10th. They set an “outperform” rating and a $640.00 price objective on the stock. 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. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $569.96.

Insider Activity

In other news, Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the transaction, the director directly owned 73,185 shares of the company’s stock, valued at $37,861,527.90. The trade was a 53.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $47,176,751.94. Following the transaction, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. The trade was a 58.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,819,650 shares of company stock worth $991,183,596 in the last ninety days. Corporate insiders own 41.50% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Investors bought AI-hardware stocks back after recent steep losses. Reports point to record AI backlogs and steady earnings expectations, while Dell and Nvidia’s strong revenue growth suggests demand has not yet broadly weakened. Article: AI server stocks rebound Article: Dell vs. Nvidia
• Neutral Sentiment: The rebound follows a sell-off that hit Dell and other AI-server makers particularly hard, so recent volatility remains elevated. Article: Dell sinks as tech sell-off deepens
• Negative Sentiment: Investors remain concerned that political changes could slow data-center construction and curb AI-infrastructure spending. Memory-supply pressures and potential execution risks—including cash needs and debt across the AI-server sector—could also weigh on sentiment if the rebound fades. Article: AI sell-off and data-center concerns Article: AI hardware sell-off risks

Dell Technologies Price Performance

NYSE:DELL opened at $329.02 on Friday. The firm has a market capitalization of $209.19 billion, a price-to-earnings ratio of 19.10, a price-to-earnings-growth ratio of 0.34 and a beta of 1.45. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $595.51. The business has a fifty day moving average price of $504.83 and a 200-day moving average price of $336.43.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating the consensus estimate of $4.91 by $2.13. The company had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. Dell Technologies’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.70 earnings per share. 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. On average, equities research analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th were paid a $0.63 dividend. The ex-dividend date of this dividend was Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.8%. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Dell Technologies 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.

Founded by Michael Dell in 1984, the company is headquartered in Round Rock, Texas.