Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Holdings in Dell Technologies Inc. $DELL

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Dell Technologies Inc. (NYSE:DELL) by 6.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 671,511 shares of the technology company’s stock after buying an additional 38,521 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Dell Technologies were worth $85,819,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. WealthCollab LLC lifted its holdings in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the last quarter. State of Wyoming bought a new position in Dell Technologies during the 2nd quarter worth approximately $33,000. Westside Investment Management Inc. lifted its holdings in Dell Technologies by 35.8% during the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after buying an additional 78 shares during the last quarter. J.Safra Asset Management Corp bought a new position in Dell Technologies during the 3rd quarter worth approximately $43,000. Finally, Cullen Frost Bankers Inc. lifted its holdings in Dell Technologies by 48.4% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 316 shares of the technology company’s stock worth $45,000 after buying an additional 103 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on DELL. Barclays increased their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Mizuho increased their price target on Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. Finally, Citigroup increased their price target on Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a research report on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $186.84.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: TotalEnergies signed Dell (with NVIDIA) to build the Pangea 5 supercomputer — a sizable AI/data-center contract that reinforces Dell’s strength in AI infrastructure and recurring systems/services demand. TotalEnergies Pens AI Supercomputer Deal With Nvidia & Dell
• Positive Sentiment: Mizuho raised its price target to $260 and gave an “outperform” rating — a major sell‑side upgrade that signals additional upside versus current levels. Mizuho price target raise
• Positive Sentiment: Unusually large call‑option activity (notable spike in call volumes) indicates some traders are positioning for further gains, supporting near‑term upside interest.
• Positive Sentiment: Bullish coverage highlights Dell as a top AI‑infrastructure beneficiary and points to strong YTD performance, which underpins investor confidence in secular AI/data‑center trends. Why the Biggest Winner of the AI Infrastructure Boom Isn’t Who Wall Street Thinks
• Neutral Sentiment: The board approved a plan to reincorporate from Delaware to Texas — a corporate‑governance/home‑state change that is unlikely to affect fundamentals but could have legal/administrative impacts and political visibility. Dell Technologies is ditching Delaware, changing its legal home to Texas
• Neutral Sentiment: Some analysts and articles are flagging that the stock’s sharp recent gains have pushed valuation metrics high — this raises the risk of volatility but doesn’t change Dell’s AI/data‑center exposure. Assessing Whether Dell Technologies (DELL) Shares Look Overvalued
• Negative Sentiment: Shares dipped more than the broader market today (a notable intraday pullback) as investors locked in gains after a rapid rally — profit‑taking and volatility after the run‑up are key drivers. Why Dell Technologies (DELL) Dipped More Than Broader Market Today
• Negative Sentiment: Large, multi‑year performance awards for COO Jeff Clarke (reported ~$132M–$154M) have drawn scrutiny — investors may view the grants as governance/compensation risk and potential long‑term dilution/expense. Dell Grants COO Jeff Clarke $132.4 Million Performance Award

Dell Technologies Stock Performance

Shares of DELL stock opened at $229.97 on Friday. Dell Technologies Inc. has a 1 year low of $95.64 and a 1 year high of $239.45. The stock has a market cap of $148.50 billion, a PE ratio of 26.37, a price-to-earnings-growth ratio of 0.97 and a beta of 0.99. The business’s fifty day moving average is $175.62 and its 200-day moving average is $146.04.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period last year, the firm earned $2.68 EPS. 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 research analysts predict that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were paid a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.1%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is 28.90%.

Insider Buying and Selling at Dell Technologies

In other news, COO Jeffrey W. Clarke sold 116,000 shares of the firm’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the completion of the sale, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. This trade represents a 6.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO David Alan Kennedy sold 19,500 shares of the firm’s stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total value of $3,559,335.00. Following the sale, the chief financial officer directly owned 183,097 shares of the company’s stock, valued at approximately $33,420,695.41. This represents a 9.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,571,688 shares of company stock worth $576,654,105. 42.00% of the stock is owned by insiders.

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.