Cornerstone Planning Group LLC Acquires 4,577 Shares of Dell Technologies Inc. $DELL

Cornerstone Planning Group LLC grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 537.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,428 shares of the technology company’s stock after acquiring an additional 4,577 shares during the period. Cornerstone Planning Group LLC’s holdings in Dell Technologies were worth $637,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the business. Composition Wealth LLC raised its stake in shares of Dell Technologies by 1.1% during the fourth quarter. Composition Wealth LLC now owns 14,188 shares of the technology company’s stock valued at $1,786,000 after acquiring an additional 155 shares during the last quarter. PFA Pension Forsikringsaktieselskab bought a new position in shares of Dell Technologies during the fourth quarter valued at $39,229,000. MN Wealth Advisors LLC raised its stake in shares of Dell Technologies by 2.8% during the fourth quarter. MN Wealth Advisors LLC now owns 5,751 shares of the technology company’s stock valued at $724,000 after acquiring an additional 159 shares during the last quarter. Danske Bank A S raised its stake in shares of Dell Technologies by 200.7% during the fourth quarter. Danske Bank A S now owns 623,955 shares of the technology company’s stock valued at $78,543,000 after acquiring an additional 416,428 shares during the last quarter. Finally, Mutual Advisors LLC raised its stake in shares of Dell Technologies by 134.8% during the fourth quarter. Mutual Advisors LLC now owns 3,688 shares of the technology company’s stock valued at $464,000 after acquiring an additional 2,117 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Insiders Place Their Bets

In other Dell Technologies news, CAO Richard Troy Sharp sold 1,538 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $149.26, for a total value of $229,561.88. Following the completion of the sale, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at approximately $1,198,557.80. This represents a 16.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,571,688 shares of company stock worth $576,654,105 in the last ninety days. 42.00% of the stock is owned by corporate insiders.

Dell Technologies Price Performance

NYSE:DELL opened at $210.23 on Friday. The firm has a 50-day moving average of $169.13 and a 200-day moving average of $144.50. The company has a market cap of $135.76 billion, a PE ratio of 24.11, a PEG ratio of 0.85 and a beta of 0.99. Dell Technologies Inc. has a one year low of $92.53 and a one year high of $221.50.

Dell Technologies (NYSE:DELL) last posted 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. The company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period in the previous year, the firm posted $2.68 earnings per share. 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. On average, equities research analysts expect that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.2%. Dell Technologies’s payout ratio is presently 28.90%.

Dell Technologies News Summary

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

• Positive Sentiment: Dell led AI-server peers in April, gaining the most of the group as investors reward exposure to agentic/AI server demand — a direct driver of revenue and margin outlook. Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
• Positive Sentiment: Goldman Sachs raised its price target on DELL to $230 (from $215), signaling stronger analyst conviction and providing fresh catalyst for buy-side flows. Goldman Sachs Lifts Dell Technologies Price Target to $230 From $215
• Positive Sentiment: Trust3 AI expanded a strategic partnership with Dell to deliver a secure, governed AI-ready data lakehouse — a commercial tie-up that supports pipeline growth for Dell’s data center and software offerings. Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed AI-Ready Data Lakehouse Infrastructure
• Positive Sentiment: Portfolio managers and commentators are highlighting Dell as a “downstream winner” from the latest AI cycle, reinforcing the idea that non-chip hardware and systems companies can capture durable demand. The downstream winners of the AI trade’s latest phase
• Positive Sentiment: Street commentary noted a new street-high price target on Dell as analysts bet agentic AI will sustain momentum into 2027, which can support multiple expansion. Dell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?
• Neutral Sentiment: Short-term market coverage notes DELL outpaced the broader market on recent sessions (momentum ahead of earnings), but trading volume remains below average — highlighting possible concentration of gains in sentiment-driven flows. Why Dell Technologies (DELL) Outpaced the Stock Market Today
• Neutral Sentiment: Peer upgrades (e.g., Bank of America lifting HPE) underline sector-wide bullishness on the next AI phase; positive for sentiment but increases competitive visibility for Dell. Bank of America Lifts Hewlett Packard Enterprise (HPE) Target

Analyst Upgrades and Downgrades

DELL has been the subject of a number of analyst reports. Evercore lifted their target price on shares of Dell Technologies from $205.00 to $240.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 21st. JPMorgan Chase & Co. lifted their target price on shares of Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Bank of America lifted their target price on shares of Dell Technologies from $205.00 to $246.00 in a research note on Monday, April 27th. Finally, Weiss Ratings raised shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $184.47.

About Dell Technologies

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.