Public Employees Retirement System of Ohio Raises Holdings in Dell Technologies Inc. $DELL

Public Employees Retirement System of Ohio increased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 11.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 129,689 shares of the technology company’s stock after purchasing an additional 13,835 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in Dell Technologies were worth $15,900,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in DELL. Brighton Jones LLC increased its position in shares of Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares in the last quarter. Centaurus Financial Inc. increased its position in shares of Dell Technologies by 25.2% during the fourth quarter. Centaurus Financial Inc. now owns 7,695 shares of the technology company’s stock worth $887,000 after purchasing an additional 1,547 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its position in shares of Dell Technologies by 80.5% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 1,164 shares of the technology company’s stock worth $106,000 after purchasing an additional 519 shares in the last quarter. Kera Capital Partners Inc. increased its position in shares of Dell Technologies by 1.9% during the first quarter. Kera Capital Partners Inc. now owns 33,827 shares of the technology company’s stock worth $3,083,000 after purchasing an additional 642 shares in the last quarter. Finally, First Hawaiian Bank grew its holdings in Dell Technologies by 67.1% in the 1st quarter. First Hawaiian Bank now owns 34,878 shares of the technology company’s stock valued at $3,179,000 after buying an additional 14,010 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of the stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $135.98, for a total transaction of $112,183,364.02. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director William D. Green sold 50,000 shares of the stock in a transaction dated Monday, August 11th. The stock was sold at an average price of $140.00, for a total value of $7,000,000.00. Following the transaction, the director directly owned 45,045 shares in the company, valued at approximately $6,306,300. The trade was a 52.61% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 3,191,981 shares of company stock valued at $418,740,215. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Trading Down 0.9%

NYSE DELL opened at $130.91 on Friday. The stock has a market cap of $88.02 billion, a PE ratio of 19.25, a P/E/G ratio of 0.90 and a beta of 1.01. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $147.66. The stock has a fifty day simple moving average of $130.39 and a 200-day simple moving average of $113.04.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, August 28th. The technology company reported $2.32 earnings per share for the quarter, topping analysts’ consensus estimates of $2.29 by $0.03. The business had revenue of $29.78 billion during the quarter, compared to analysts’ expectations of $29.14 billion. Dell Technologies had a negative return on equity of 236.21% and a net margin of 4.73%.The company’s revenue was up 19.0% compared to the same quarter last year. During the same period in the prior year, the business posted $1.89 EPS. Dell Technologies has set its Q3 2026 guidance at 2.450-2.450 EPS. FY 2026 guidance at 9.550-9.550 EPS. Research analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 31st. Investors of record on Tuesday, October 21st will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Tuesday, October 21st. This represents a $2.10 annualized dividend and a yield of 1.6%. Dell Technologies’s dividend payout ratio is presently 30.88%.

Analyst Ratings Changes

DELL has been the subject of several analyst reports. Wall Street Zen upgraded Dell Technologies from a “hold” rating to a “buy” rating in a report on Saturday, September 13th. UBS Group upped their target price on Dell Technologies from $145.00 to $155.00 and gave the company a “buy” rating in a report on Friday, August 29th. KeyCorp initiated coverage on Dell Technologies in a report on Thursday, June 26th. They issued a “sector weight” rating for the company. Bank of America upped their target price on Dell Technologies from $165.00 to $167.00 and gave the company a “buy” rating in a report on Friday, August 29th. Finally, Barclays upped their target price on Dell Technologies from $131.00 to $133.00 and gave the company an “equal weight” rating in a report on Wednesday, September 17th. Sixteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $147.67.

Dell Technologies Profile

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).