FUKOKU MUTUAL LIFE INSURANCE Co Takes $440,000 Position in Dell Technologies Inc. $DELL

FUKOKU MUTUAL LIFE INSURANCE Co purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,494 shares of the technology company’s stock, valued at approximately $440,000.

A number of other large investors have also recently modified their holdings of the business. Vanguard Group Inc. boosted its position in shares of Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after acquiring an additional 1,355,841 shares during the last quarter. State Street Corp boosted its position in shares of Dell Technologies by 2.5% during the 3rd quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock valued at $2,048,613,000 after acquiring an additional 350,941 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after acquiring an additional 108,011 shares during the last quarter. Invesco Ltd. boosted its position in shares of Dell Technologies by 82.3% during the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after acquiring an additional 2,191,317 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its position in shares of Dell Technologies by 19.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after acquiring an additional 637,189 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL stock opened at $318.22 on Friday. Dell Technologies Inc. has a fifty-two week low of $106.38 and a fifty-two week high of $327.73. The stock has a 50 day moving average price of $211.39 and a two-hundred day moving average price of $157.54. The company has a market capitalization of $205.49 billion, a P/E ratio of 36.49, a PEG ratio of 1.12 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter in the previous year, the company posted $1.55 earnings per share. The business’s revenue was up 87.5% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. As a group, equities analysts predict that Dell Technologies Inc. will post 12.21 earnings per share for the current year.

Insider Activity at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were 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 have sold 3,571,688 shares of company stock worth $576,654,105 over the last three months. Insiders own 41.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on DELL shares. Evercore boosted their target price on Dell Technologies from $240.00 to $270.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 19th. Barclays boosted their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Wolfe Research started coverage on Dell Technologies in a research report on Thursday, April 9th. They issued a “peer perform” rating for the company. Finally, Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $211.32.

More Dell Technologies News

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

• Positive Sentiment: Dell reported fiscal Q1 revenue of $43.8 billion, far above estimates, with EPS of $5.24 and non-GAAP EPS of $4.86 both topping forecasts by a wide margin. Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
• Positive Sentiment: AI infrastructure demand was the standout catalyst: AI-optimized server revenue jumped sharply, and Dell said its backlog/orders and data-center momentum support continued growth. Dell raises annual forecasts as AI data center buildout fuels demand
• Positive Sentiment: Management raised FY2027 guidance to $165 billion-$169 billion in revenue and $17.90 EPS, signaling confidence that AI and server spending will keep accelerating. Dell Raises Fiscal Year Outlook After Sales Soar 88%
• Positive Sentiment: Dell also won a $9.7 billion Pentagon software contract, which added an extra boost to sentiment ahead of earnings and reinforced the company’s government/enterprise footprint. Dell wins a $9.7 billion Pentagon software deal after cozying up to Trump

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.