Czech National Bank Increases Holdings in Dell Technologies Inc. $DELL

Czech National Bank boosted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 1.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 82,340 shares of the technology company’s stock after purchasing an additional 1,402 shares during the quarter. Czech National Bank’s holdings in Dell Technologies were worth $35,526,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Dell Technologies by 42.7% in the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Dell Technologies in the second quarter valued at about $328,000. Marshall Wace LLP acquired a new stake in Dell Technologies during the second quarter worth about $809,000. Gamco Investors INC. ET AL boosted its holdings in Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after purchasing an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after buying an additional 34,538 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on DELL shares. Bank of America lifted their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Loop Capital increased their price objective on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. HSBC upgraded Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Finally, TD Cowen increased their price target on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $494.67.

Dell Technologies Stock Performance

NYSE:DELL opened at $438.90 on Friday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $485.70. The company has a 50 day moving average price of $416.56 and a 200 day moving average price of $258.89. The stock has a market capitalization of $284.46 billion, a P/E ratio of 34.86, a PEG ratio of 0.99 and a beta of 1.33.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the previous year, the company earned $1.55 earnings per share. The firm’s quarterly 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. Research analysts forecast that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Insider Activity

In other news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the sale, the director owned 36,659 shares in the company, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by corporate insiders.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI-infrastructure opportunity remains a key bullish driver. Recent projects, including the Volta AI factory and Texas A&M’s IGNITE platform, add to its backlog, while partnerships with Nvidia, AMD and Microsoft support continued demand for accelerated servers. Analysts cited in recent coverage continue to see upside, with several price targets near $500 or higher. Dell Technologies Could Be 4% Below Fair Value on AI Infrastructure Wins
• Positive Sentiment: Dell’s latest quarterly performance provides fundamental support: revenue rose 87.5% year over year to $43.84 billion, and adjusted earnings substantially exceeded consensus estimates. Management also raised its fiscal 2027 outlook, highlighting strong AI-optimized server demand and orders. Dell Slips as Peer Earnings Pressure AI Server Trade
• Neutral Sentiment: Some analysts argue Dell can continue benefiting from rising enterprise IT spending despite trading close to a record high. However, the stock’s substantial recent gains increase sensitivity to profit-taking and changes in expectations. After a 250% Rally, Dell Stock Still Has Room to Run
• Negative Sentiment: The immediate pressure appears to be a sympathy selloff in AI-server stocks after Super Micro Computer reported a weaker quarter and softer near-term outlook. Investors may be questioning whether the sector’s rapid growth rates can be sustained ahead of Dell’s next earnings report, scheduled for September 3, 2026. Dell Slips as Peer Earnings Pressure AI Server Trade
• Negative Sentiment: Reported insider activity shows extensive selling and no open-market purchases over the past six months, including sales by senior executives. While these transactions may reflect diversification or scheduled selling, they can add caution after the stock’s steep advance. Dell Insider Trading Activity

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.