Union Bancaire Privee UBP SA Has $10.94 Million Stock Holdings in Dell Technologies Inc. $DELL

Union Bancaire Privee UBP SA raised its position in Dell Technologies Inc. (NYSE:DELL) by 36.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 86,926 shares of the technology company’s stock after acquiring an additional 23,371 shares during the period. Union Bancaire Privee UBP SA’s holdings in Dell Technologies were worth $10,942,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Winnow Wealth LLC acquired a new stake in shares of Dell Technologies in the second quarter valued at approximately $25,000. Twin Peaks Wealth Advisors LLC acquired a new position in Dell Technologies during the second quarter worth $28,000. Johnson Financial Group Inc. boosted its holdings in Dell Technologies by 66.2% during the second quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares during the last quarter. WealthCollab LLC grew its position in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares in the last quarter. Finally, Red Tortoise LLC acquired a new stake in Dell Technologies in the 3rd quarter valued at $36,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the transaction, the director directly owned 92 shares of the company’s stock, valued at $14,009.76. This represents a 99.88% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The SEC filing for this sale provides additional information. Insiders sold a total of 1,512,388 shares of company stock worth $225,864,078 over the last three months. Company insiders own 42.00% of the company’s stock.

Dell Technologies Price Performance

NYSE:DELL opened at $156.84 on Friday. The company has a market cap of $103.93 billion, a P/E ratio of 17.99, a P/E/G ratio of 0.70 and a beta of 0.97. The firm’s fifty day moving average price is $127.79 and its two-hundred day moving average price is $133.54. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $168.08.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the previous year, the firm posted $2.68 EPS. Dell Technologies’s 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. As a group, equities research analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

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

Dell Technologies News Summary

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

• Positive Sentiment: Dell’s AI-server momentum: reports cite large AI orders and a hefty backlog (Zacks: ~$64B in orders, $43B backlog), highlighting that AI-optimized servers are becoming a material growth engine. DELL’s AI Server Momentum Surges: Can It Drive Long-Term Growth?
• Positive Sentiment: GTC / Nvidia momentum and upbeat FY27 outlook: coverage links new “Dell AI Factory” activity at GTC, management’s FY27 AI revenue targets (~$50B) and expanded capital returns (dividend increase, bigger buyback authorization) — supportive for near-term demand and shareholder returns. Dell shares rise as investors focus on fresh AI infrastructure momentum
• Positive Sentiment: Product refresh: Dell revived its Precision laptop line with a sleeker design and higher performance — a timely upgrade for professional/enterprise customers that can support PC revenue and OEM positioning. Dell revives Precision laptop line with a sleeker design and serious power boost
• Positive Sentiment: High-profile bullish commentary and analyst tone: Jim Cramer publicly endorsed DELL as attractive, and recent analyst coverage is generally positive (median price targets near $167; some firms call it a “moderate buy”), which can attract more flows. Jim Cramer on Dell Technologies
• Neutral Sentiment: Competitive/benchmark noise: early benchmark pieces note Apple’s new MacBook Neo outperforms a Dell Windows laptop on some Windows 11 tests — a reminder of consumer competitive pressure, though enterprise AI/server strength remains the dominant driver. MacBook Neo beats Dell laptop on Windows 11 benchmarks – TechRadar
• Negative Sentiment: Large insider/director share sales disclosed (mid‑March filings show several sales at ~$152–154 per share totaling hundreds of thousands of shares), which can spook investors despite company-level strength. SEC filing: Director sale disclosure
• Negative Sentiment: Workforce reductions: filings and reporting indicate Dell cut >10% of its global workforce (another large round of job cuts), which reduces costs but raises execution and product-delivery risk. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on DELL shares. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. UBS Group dropped their target price on Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Bank of America increased their price target on Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, February 27th. The Goldman Sachs Group assumed coverage on Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. Finally, Mizuho upped their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $163.28.

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.