Swiss National Bank Has $132.26 Million Stake in Dell Technologies Inc. $DELL

Swiss National Bank lessened its position in Dell Technologies Inc. (NYSE:DELL) by 4.5% in the third quarter, Holdings Channel.com reports. The firm owned 932,908 shares of the technology company’s stock after selling 44,300 shares during the quarter. Swiss National Bank’s holdings in Dell Technologies were worth $132,258,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after buying an additional 901 shares during the period. Sivia Capital Partners LLC bought a new position in shares of Dell Technologies during the second quarter valued at $328,000. Penserra Capital Management LLC raised its stake in shares of Dell Technologies by 143.1% during the second quarter. Penserra Capital Management LLC now owns 15,054 shares of the technology company’s stock valued at $1,844,000 after acquiring an additional 8,861 shares during the last quarter. Summit Investment Advisors Inc. lifted its holdings in shares of Dell Technologies by 3.1% during the first quarter. Summit Investment Advisors Inc. now owns 3,004 shares of the technology company’s stock worth $274,000 after purchasing an additional 90 shares during the period. Finally, Campbell & CO Investment Adviser LLC bought a new stake in shares of Dell Technologies in the second quarter worth $897,000. 76.37% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $145.13, for a total value 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. This trade represents 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 Dell Technologies stock in a transaction dated 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. In the last 90 days, insiders have sold 1,164,764 shares of company stock worth $172,444,497. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Trading Down 1.9%

DELL opened at $143.74 on Wednesday. The company has a market cap of $95.25 billion, a P/E ratio of 16.48, a price-to-earnings-growth ratio of 0.68 and a beta of 0.97. The company has a fifty day moving average price of $123.82 and a two-hundred day moving average price of $132.51. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same period in the previous year, the company posted $2.68 EPS. The firm’s revenue was up 39.5% compared to the same quarter last year. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.8%. Dell Technologies’s dividend payout ratio is currently 24.08%.

Analysts Set New Price Targets

A number of research firms have commented on DELL. Bank of America upped their price target on Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, February 27th. Weiss Ratings reissued a “hold (c+)” rating on shares of Dell Technologies in a research report on Wednesday, January 21st. Mizuho increased their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Citigroup dropped their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Finally, Wall Street Zen upgraded Dell Technologies from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $163.28.

Key Dell Technologies News

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

• Positive Sentiment: Dell raised its quarterly dividend ~20%, boosting shareholder yield and signaling confidence in cash flow — a supportive catalyst for income-focused investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Positive Sentiment: Mutual funds and several institutions have increased Dell exposure recently, which can support demand and limit downside after the rally. Mutual Funds Load Up On This Defense Name, Dell Stock
• Positive Sentiment: Dell is expanding in AI/edge markets (new rugged PowerEdge XR9700, Unisys alliance, Dataloop deal), which increases addressable market for higher-value servers and services over time. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Positive Sentiment: Analyst target lifts and continued buy-side coverage (several firms with Overweight/Buy ratings and higher targets) give fundamental support to the rally. Dell Technologies (NYSE:DELL) Price Target Raised to $170.00
• Neutral Sentiment: Feature pieces (Zacks, market commentary) keep Dell on investor screens but don’t present a single new catalyst. Zacks Investment Ideas feature highlights Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell
• Neutral Sentiment: Local reporting notes headcount reductions in Round Rock while revenue remains strong — cost trimming can help margins but raises execution/PR considerations. Dell employing fewer people here — but it’s raking in the revenue
• Negative Sentiment: Director Ellen Kullman sold ~150,346 shares (~$21.8M), materially reducing her stake — a large insider sale that can spook short-term sentiment. Insider Sale Filing — Ellen Jamison Kullman
• Negative Sentiment: Coverage highlights margin worries: rising DRAM/component prices and a richer AI-server mix could compress OEM gross margins even as revenue grows — a key reason for profit-taking. Dell slides 3.5% as margin worries resurface after AI-fueled rally
• Negative Sentiment: Broad pattern of insider selling (other large director/executive sales reported) reinforces near-term supply pressure and governance/sentiment concerns. Dell (DELL) Stock Slides as Board Director Dumps $21.8M Worth of Shares

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.