Boston Partners Sells 659,348 Shares of Dell Technologies Inc. $DELL

Boston Partners cut its stake in Dell Technologies Inc. (NYSE:DELL) by 12.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,654,615 shares of the technology company’s stock after selling 659,348 shares during the period. Boston Partners’ holdings in Dell Technologies were worth $584,634,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Norges Bank acquired a new position in Dell Technologies during the 4th quarter worth approximately $607,349,000. Wellington Management Group LLP increased its holdings in shares of 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 in the last quarter. Invesco Ltd. raised its holdings in Dell Technologies by 82.3% during the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after purchasing an additional 2,191,317 shares during the last quarter. Franklin Resources Inc. grew its stake in Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after purchasing an additional 1,685,529 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after acquiring an additional 1,355,841 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Up 1.0%

Shares of DELL opened at $395.53 on Friday. The company has a 50 day moving average of $264.63 and a two-hundred day moving average of $178.83. Dell Technologies Inc. has a twelve month low of $109.17 and a twelve month high of $469.47. The company has a market cap of $255.42 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 0.84 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the prior year, the firm earned $1.55 EPS. The firm’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. On average, sell-side analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have commented on DELL. TD Cowen increased their price objective on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. HSBC upgraded shares of Dell Technologies to a “buy” rating in a report on Friday, May 29th. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Evercore increased their price objective on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Finally, Mizuho raised their target price on Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 23,876 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $394.99, for a total value of $9,430,781.24. Following the sale, the director directly owned 29,548 shares of the company’s stock, valued at approximately $11,671,164.52. This trade represents a 44.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Spv-2 L.P. Sl sold 40,686 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $394.99, for a total transaction of $16,070,563.14. Following the sale, the director directly owned 49,369 shares of the company’s stock, valued at $19,500,261.31. This represents a 45.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 4,990,384 shares of company stock valued at $1,501,916,160. Company insiders own 41.50% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

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.