FUKOKU MUTUAL LIFE INSURANCE Co Lowers Position in Dell Technologies Inc. $DELL

FUKOKU MUTUAL LIFE INSURANCE Co decreased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 64.7% during the first quarter, according to its most recent filing with the SEC. The firm owned 1,234 shares of the technology company’s stock after selling 2,260 shares during the period. FUKOKU MUTUAL LIFE INSURANCE Co’s holdings in Dell Technologies were worth $203,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in DELL. Campbell Capital Management Inc. increased its holdings in shares of Dell Technologies by 34.0% during the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after acquiring an additional 20,362 shares in the last quarter. ProShare Advisors LLC boosted its stake in Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in Dell Technologies during the 4th quarter valued at about $23,332,000. Tectonic Advisors LLC bought a new stake in Dell Technologies during the 4th quarter valued at about $5,620,000. Finally, B. Metzler seel. Sohn & Co. AG raised its holdings in Dell Technologies by 156.2% in the third quarter. B. Metzler seel. Sohn & Co. AG now owns 119,263 shares of the technology company’s stock worth $16,908,000 after buying an additional 72,712 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Activity

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $403.12, for a total transaction of $15,938,155.44. Following the completion of the sale, the director directly owned 69,916 shares of the company’s stock, valued at approximately $28,184,537.92. This represents a 36.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $396.37, for a total transaction of $6,611,055.23. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 3,901,953 shares of company stock worth $1,403,598,971. 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: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

Analysts Set New Price Targets

DELL has been the topic of a number of recent analyst reports. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a report on Monday, June 1st. JPMorgan Chase & Co. boosted their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Citic Securities increased their target price on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Finally, Melius Research set a $565.00 target price on Dell Technologies in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $490.38.

Dell Technologies Trading Down 0.0%

Shares of DELL stock opened at $394.29 on Friday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $469.47. The stock has a market capitalization of $255.54 billion, a P/E ratio of 31.32, a P/E/G ratio of 0.84 and a beta of 1.31. The firm’s 50 day moving average is $332.26 and its 200 day moving average is $208.05.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results 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 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the prior year, the firm earned $1.55 EPS. The company’s revenue was up 87.5% compared to the same quarter last year. 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 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s payout ratio is currently 20.02%.

Dell Technologies 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.