Poinciana Advisors Group LLC Makes New $256,000 Investment in Dell Technologies Inc. $DELL

Key Points

• Poinciana Advisors Group LLC recently made a new investment in Dell Technologies, acquiring 2,091 shares valued at approximately $256,000.
• Dell Technologies reported earnings of $2.32 per share for the last quarter, surpassing analyst estimates, with a revenue of $29.78 billion, reflecting a 19% year-over-year increase.
• The company declared a quarterly dividend of $0.525 per share, payable on October 31st, representing an annual yield of 1.6%.

Poinciana Advisors Group LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 2,091 shares of the technology company's stock, valued at approximately $256,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Cary Street Partners Financial LLC raised its stake in Dell Technologies by 2.7% in the 1st quarter. Cary Street Partners Financial LLC now owns 4,335 shares of the technology company's stock worth $395,000 after purchasing an additional 116 shares in the last quarter. OneAscent Financial Services LLC raised its position in shares of Dell Technologies by 3.4% in the 1st quarter. OneAscent Financial Services LLC now owns 3,778 shares of the technology company's stock valued at $345,000 after buying an additional 125 shares in the last quarter. MRP Capital Investments LLC raised its position in shares of Dell Technologies by 0.8% in the 1st quarter. MRP Capital Investments LLC now owns 14,975 shares of the technology company's stock valued at $1,365,000 after buying an additional 125 shares in the last quarter. V Square Quantitative Management LLC raised its position in shares of Dell Technologies by 5.5% in the 2nd quarter. V Square Quantitative Management LLC now owns 2,460 shares of the technology company's stock valued at $302,000 after buying an additional 128 shares in the last quarter. Finally, Greenleaf Trust raised its position in shares of Dell Technologies by 1.4% in the 1st quarter. Greenleaf Trust now owns 10,172 shares of the technology company's stock valued at $927,000 after buying an additional 136 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company's stock.

Dell Technologies Price Performance

DELL opened at $133.64 on Tuesday. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $147.66. The firm has a market capitalization of $89.86 billion, a price-to-earnings ratio of 19.65, a PEG ratio of 0.90 and a beta of 1.01. The company's 50 day moving average price is $130.48 and its two-hundred day moving average price is $113.85.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its 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. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. The firm had revenue of $29.78 billion for the quarter, compared to analyst estimates of $29.14 billion. During the same period in the previous year, the firm posted $1.89 EPS. The company's revenue for the quarter was up 19.0% compared to the same quarter last year. Dell Technologies has set its Q3 2026 guidance at 2.450-2.450 EPS. FY 2026 guidance at 9.550-9.550 EPS. As a group, equities research analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 31st. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.6%. Dell Technologies's payout ratio is 30.88%.

Insider Transactions at Dell Technologies

In other news, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of the business's stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $135.98, for a total value of $112,183,364.02. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 565,000 shares of the business's stock in a transaction on Thursday, September 18th. The shares were sold at an average price of $132.32, for a total transaction of $74,760,800.00. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 3,204,462 shares of company stock worth $420,370,484. Company insiders own 42.00% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on DELL shares. Wells Fargo & Company boosted their target price on shares of Dell Technologies from $150.00 to $160.00 and gave the company an "overweight" rating in a research report on Friday, August 29th. KeyCorp started coverage on shares of Dell Technologies in a research report on Thursday, June 26th. They issued a "sector weight" rating for the company. Fox Advisors cut shares of Dell Technologies from an "overweight" rating to an "equal weight" rating in a research report on Friday, August 29th. Cowen reaffirmed a "hold" rating on shares of Dell Technologies in a report on Friday, August 29th. Finally, TD Cowen lifted their price target on shares of Dell Technologies from $125.00 to $130.00 and gave the company a "hold" rating in a report on Friday, August 29th. Sixteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $147.67.

About Dell Technologies

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).

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