22,260 Dell Technologies Inc. $DELL Shares Sold by Hohimer Wealth Management LLC

Hohimer Wealth Management LLC lessened its stake in Dell Technologies Inc. (NYSE:DELL) by 58.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,151 shares of the technology company’s stock after selling 22,260 shares during the quarter. Dell Technologies makes up approximately 0.7% of Hohimer Wealth Management LLC’s holdings, making the stock its 21st biggest holding. Hohimer Wealth Management LLC’s holdings in Dell Technologies were worth $8,688,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Kercheville Advisors LLC lifted its stake in Dell Technologies by 13.6% during the third quarter. Kercheville Advisors LLC now owns 18,800 shares of the technology company’s stock worth $10,113,000 after purchasing an additional 2,250 shares during the last quarter. Plato Investment Management Ltd acquired a new position in Dell Technologies in the second quarter worth $5,913,000. Gabelli Funds LLC boosted its holdings in Dell Technologies by 49.0% in the first quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock worth $7,565,000 after purchasing an additional 15,150 shares during the period. Segall Bryant & Hamill LLC bought a new stake in Dell Technologies during the first quarter valued at $5,930,000. Finally, Jackson Square Capital LLC increased its stake in Dell Technologies by 15.1% during the third quarter. Jackson Square Capital LLC now owns 17,115 shares of the technology company’s stock valued at $9,207,000 after purchasing an additional 2,243 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Lynn Vojvodich Radakovich sold 2,022 shares of the company’s stock in a transaction dated Thursday, October 22nd. The shares were sold at an average price of $460.00, for a total value of $930,120.00. Following the completion of the transaction, the director owned 25,686 shares in the company, valued at approximately $11,815,560. This represents a 7.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the firm’s stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $582.30, for a total transaction of $25,858,778.40. Following the completion of the sale, the director owned 43,740 shares in the company, valued at $25,469,802. The trade was a 50.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,819,650 shares of company stock worth $991,183,596 over the last 90 days. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies Price Performance

Shares of DELL opened at $329.02 on Monday. The company has a market cap of $209.19 billion, a P/E ratio of 19.10, a PEG ratio of 0.34 and a beta of 1.45. The stock has a fifty day moving average price of $504.83 and a 200 day moving average price of $336.43. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $595.51.

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, beating analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion for the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The firm’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period last year, the business posted $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. As a group, research analysts anticipate that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of research reports. Wells Fargo & Company increased their target price on shares of Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. Deutsche Bank Aktiengesellschaft began coverage on shares of Dell Technologies in a report on Thursday, September 3rd. They issued a “hold” rating and a $480.00 price target for the company. Evercore reaffirmed an “outperform” rating and set a $650.00 price objective on shares of Dell Technologies in a research report on Wednesday, September 9th. Susquehanna reiterated a “positive” rating on shares of Dell Technologies in a research note on Tuesday, September 29th. Finally, Truist Financial increased their price objective on shares of Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a research note on Wednesday, September 2nd. One 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 stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $569.96.

Trending Headlines about Dell Technologies

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

About Dell Technologies

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.