Cantor Fitzgerald Investment Advisors L.P. Grows Stake in Dell Technologies Inc. $DELL

Cantor Fitzgerald Investment Advisors L.P. lifted its position in Dell Technologies Inc. (NYSE:DELL) by 1.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,762 shares of the technology company’s stock after buying an additional 125 shares during the period. Cantor Fitzgerald Investment Advisors L.P.’s holdings in Dell Technologies were worth $1,319,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of DELL. Vanguard Group Inc. raised its holdings in Dell Technologies by 4.1% in the 1st quarter. Vanguard Group Inc. now owns 29,106,218 shares of the technology company’s stock worth $2,653,032,000 after purchasing an additional 1,145,658 shares during the period. Boston Partners raised its holdings in Dell Technologies by 34.4% in the 1st quarter. Boston Partners now owns 5,132,877 shares of the technology company’s stock worth $466,418,000 after purchasing an additional 1,312,600 shares during the period. Deutsche Bank AG raised its holdings in Dell Technologies by 38.1% in the 1st quarter. Deutsche Bank AG now owns 4,141,618 shares of the technology company’s stock worth $377,508,000 after purchasing an additional 1,142,012 shares during the period. Alkeon Capital Management LLC raised its holdings in Dell Technologies by 41.4% in the 1st quarter. Alkeon Capital Management LLC now owns 3,177,809 shares of the technology company’s stock worth $289,657,000 after purchasing an additional 931,032 shares during the period. Finally, Invesco Ltd. raised its holdings in Dell Technologies by 20.5% in the 1st quarter. Invesco Ltd. now owns 2,952,829 shares of the technology company’s stock worth $269,150,000 after purchasing an additional 502,764 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Susquehanna reaffirmed a “neutral” rating and issued a $125.00 target price on shares of Dell Technologies in a report on Wednesday, August 13th. Wells Fargo & Company raised their price target on Dell Technologies from $150.00 to $160.00 and gave the company an “overweight” rating in a report on Friday, August 29th. Barclays raised their price target on Dell Technologies from $131.00 to $133.00 and gave the company an “equal weight” rating in a report on Wednesday, September 17th. Sanford C. Bernstein started coverage on Dell Technologies in a report on Monday, September 15th. They set an “outperform” rating and a $175.00 price target on the stock. Finally, Citigroup raised their price target on Dell Technologies from $135.00 to $160.00 and gave the company a “buy” rating in a report on Monday, August 11th. Sixteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $148.67.

Insider Buying and Selling

In related news, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of Dell Technologies stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $135.98, for a total value of $112,183,364.02. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director V (Gp) L.L.C. Slta sold 565,000 shares of Dell Technologies stock in a transaction dated Thursday, September 18th. The stock was sold at an average price of $132.32, for a total value of $74,760,800.00. The disclosure for this sale can be found here. Over the last quarter, insiders sold 3,204,462 shares of company stock worth $420,370,484. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Stock Up 5.4%

Shares of Dell Technologies stock opened at $149.46 on Thursday. The firm has a market cap of $100.49 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 0.97 and a beta of 1.04. The business has a 50-day moving average price of $131.27 and a 200-day moving average price of $114.29. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $149.68.

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

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 31st. Investors of record on Tuesday, October 21st will be given a $0.525 dividend. The ex-dividend date is Tuesday, October 21st. This represents a $2.10 annualized dividend and a yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is currently 30.88%.

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).