Livforsakringsbolaget Skandia Omsesidigt Purchases 101,000 Shares of Dell Technologies Inc. $DELL

Livforsakringsbolaget Skandia Omsesidigt raised its position in Dell Technologies Inc. (NYSE:DELL) by 634.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 116,923 shares of the technology company’s stock after acquiring an additional 101,000 shares during the quarter. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Dell Technologies were worth $16,574,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in Dell Technologies in the 2nd quarter valued at about $528,279,000. Wellington Management Group LLP increased its position in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after buying an additional 2,937,137 shares during the last quarter. Invesco Ltd. increased its position in Dell Technologies by 82.3% during the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after buying an additional 2,191,317 shares during the last quarter. Franklin Resources Inc. raised its stake in Dell Technologies by 541.9% in the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after buying an additional 1,685,529 shares during the period. Finally, AQR Capital Management LLC lifted its position in shares of Dell Technologies by 628.5% in the second quarter. AQR Capital Management LLC now owns 1,374,078 shares of the technology company’s stock valued at $168,462,000 after buying an additional 1,185,454 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell announced broad AI platform and partner wins — updates to the Dell AI Factory and AI Data Platform with NVIDIA that aim to speed enterprise AI deployment and claim strong customer adoption and ROI, supporting longer-term revenue mix toward higher‑margin AI infrastructure. Dell AI Factory with NVIDIA Delivers Proven Path to Enterprise AI ROI
• Positive Sentiment: Dell is first to ship an NVIDIA GB300 desktop optimized for autonomous AI agents (NVIDIA NemoClaw/OpenShell support) — a product and partner move that strengthens Dell’s positioning in developer and edge AI use cases. Dell Technologies First to Ship NVIDIA GB300 Desktop for Autonomous AI Agents
• Neutral Sentiment: Analysts and outlets note Dell’s record AI server orders drove a $33.4B quarter, but some Wall Street skepticism remains on margin sustainability and the pace at which backlog converts to recurring revenue. Watch execution on deliverability and gross margins. Record AI Orders Pushed Dell to a $33.4 Billion Quarter and Wall Street Still Has Doubts
• Neutral Sentiment: DELL has been highlighted on buy lists and screened as a high‑interest AI play recently, which can support trading interest and sentiment swings even as fundamentals are reassessed. Buy 3 S&P 500 Stocks Backed by Double‑Digit Returns
• Negative Sentiment: Dell disclosed a roughly 10% headcount reduction (≈11,000 roles) in FY2026 — the third straight year of ~10% cuts — signaling continued cost management but also possible demand shifts and execution risk as the company limits external hiring. That restructuring news is a primary driver of today’s share weakness. Dell workforce drops 10% in fiscal 2026, filing shows

Analysts Set New Price Targets

Several research analysts have recently commented on DELL shares. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. JPMorgan Chase & Co. cut their price target on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Citigroup reduced their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Raymond James Financial upped their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. Sixteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $163.28.

Dell Technologies Price Performance

DELL opened at $153.02 on Wednesday. The business has a fifty day simple moving average of $126.45 and a 200 day simple moving average of $133.27. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $168.08. The company has a market capitalization of $101.40 billion, a PE ratio of 17.55, a price-to-earnings-growth ratio of 0.73 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter last year, the business earned $2.68 EPS. The company’s quarterly revenue was up 39.5% compared to the same quarter last year. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Equities analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.6%. Dell Technologies’s dividend payout ratio is presently 24.08%.

Insider Buying and Selling at Dell Technologies

In other news, insider Jennifer D. Saavedra sold 10,200 shares of Dell Technologies stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $145.00, for a total value of $1,479,000.00. Following the completion of the sale, the insider directly owned 252,715 shares in the company, valued at approximately $36,643,675. The trade was a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the sale, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,174,964 shares of company stock valued at $173,923,497 in the last quarter. Company insiders own 42.00% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.