Dell Technologies Inc. $DELL Stock Holdings Increased by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. boosted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 37.2% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,310 shares of the technology company’s stock after purchasing an additional 1,169 shares during the period. Avantax Planning Partners Inc.’s holdings in Dell Technologies were worth $707,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of DELL. Bell Investment Advisors Inc raised its stake in shares of Dell Technologies by 19.3% during the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after purchasing an additional 52 shares in the last quarter. Raleigh Capital Management Inc. increased its stake in shares of Dell Technologies by 6.9% during the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after purchasing an additional 67 shares during the last quarter. Equitable Trust Co. increased its stake in shares of Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after purchasing an additional 71 shares during the last quarter. Lindenwold Advisors INC boosted its holdings in Dell Technologies by 1.0% in the third quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock worth $1,302,000 after purchasing an additional 87 shares in the last quarter. Finally, Ancora Advisors LLC boosted its holdings in Dell Technologies by 18.6% in the third quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock worth $79,000 after purchasing an additional 87 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Multiple reports say Dell is “winning the AI infrastructure race,” citing strong demand for AI-optimized servers and the company’s growing role in data-center buildouts. Dell Is Winning the AI Infrastructure Race. Here’s What Comes Next After a 250% YTD Rally.
• Positive Sentiment: Another note said PC shipments were weaker in Q2, but Dell’s AI infrastructure segment continues to exceed expectations, helping support the stock’s long-term growth story. PC Shipments Fell in Q2, but AI Optimism Is Set to Keep Growing and Push DELL Stock Higher
• Positive Sentiment: Analyst commentary remains constructive, with one article highlighting Dell’s strong interest coverage and solid growth prospects despite higher borrowing costs. DELL & 3 More Stocks With Strong Interest Coverage to Buy Now
• Neutral Sentiment: Several stories focused on how far Dell has already run this year and whether the stock can keep climbing, suggesting valuation is becoming a bigger debate after the rally. Missed DELL’s 248% Run? IGPT Quietly Turned $10K Into $16,600
• Negative Sentiment: Recent insider selling by several Silver Lake-related directors may be pressuring sentiment, since the sales were sizable and came near recent highs. SEC filing for Silver Lake Partners sale
• Negative Sentiment: One trading update noted Dell underperformed the broader market in the latest session, which may reflect profit-taking after the stock’s outsized year-to-date advance. Dell Technologies Registers a Bigger Fall Than the Market

Insider Buying and Selling at Dell Technologies

In other news, 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 value of $6,611,055.23. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the company’s stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $31,160,919.24. Following the completion of the sale, the director owned 67,990 shares in the company, valued at $30,836,184.60. This trade represents a 50.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 3,816,758 shares of company stock worth $1,516,412,103. Insiders own 41.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on DELL shares. Wolfe Research downgraded Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Truist Financial boosted their price objective on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Mizuho upped their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a report on Monday, June 1st. Daiwa Securities Group raised their target price on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a research note on Tuesday, June 2nd. Finally, Wells Fargo & Company lifted their target price on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Stock Performance

Shares of DELL opened at $457.64 on Wednesday. The company has a 50-day simple moving average of $363.26 and a 200-day simple moving average of $223.64. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The firm has a market capitalization of $296.60 billion, a P/E ratio of 36.35, a P/E/G ratio of 0.91 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm’s revenue for the quarter was up 87.5% compared to the same quarter last year. During the same period last year, the business earned $1.55 earnings per share. 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 forecast that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

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.