Jefferson Bridge Capital LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 9,442 shares of the technology company’s stock, valued at approximately $1,189,000.
Several other hedge funds have also recently modified their holdings of DELL. Phoenix Financial Ltd. raised its holdings in shares of Dell Technologies by 95.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after purchasing an additional 16,488 shares during the period. Stonegate Investment Group LLC raised its holdings in shares of Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after purchasing an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI raised its holdings in shares of Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after purchasing an additional 16,711 shares during the period. Providence Capital Advisors LLC bought a new stake in shares of Dell Technologies in the 3rd quarter worth approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC raised its holdings in shares of Dell Technologies by 4.9% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after purchasing an additional 12,695 shares during the period. Institutional investors own 76.37% of the company’s stock.
Insider Activity
In other news, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $152.28, for a total transaction of $11,308,008.24. Following the completion of the transaction, the director directly owned 92 shares in the company, valued at $14,009.76. The trade was a 99.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider William F. Scannell sold 143,067 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the transaction, the insider owned 21,779 shares of the company’s stock, valued at $3,593,535. This trade represents a 86.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 2,595,522 shares of company stock valued at $403,091,708 over the last 90 days. Company insiders own 42.00% of the company’s stock.
Dell Technologies Price Performance
Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly 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. The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period in the previous year, the business earned $2.68 EPS. 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, analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.
Dell Technologies Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.
Analyst Ratings Changes
DELL has been the topic of a number of research reports. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Morgan Stanley lifted their price objective on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. Bank of America lifted their price objective on shares of Dell Technologies from $155.00 to $172.00 and gave the company a “buy” rating in a research note on Monday, March 23rd. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 21st. Finally, Truist Financial assumed coverage on shares of Dell Technologies in a research note on Tuesday, March 31st. They issued a “hold” rating and a $170.00 price objective for the company. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $168.74.
Get Our Latest Stock Analysis on DELL
More Dell Technologies News
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Analyst upgrades and price-target raises lift sentiment — Mizuho raised its price target substantially (reported lift from $180 to $215) and other analysts have increased targets as they digest booming AI infrastructure demand. Benzinga: Mizuho raises DELL price target
- Positive Sentiment: Analyst notes and coverage calling out soaring AI-server demand are driving buying interest — several outlets report analysts upping targets and favoring DELL for AI infrastructure exposure. Dell (DELL) Stock Surges as Analyst Ups Target on Soaring AI Infrastructure Demand
- Positive Sentiment: Company-level AI strategy and transformation commentary (earnings/management transcript coverage) reinforces the narrative that Dell is pivoting to capture AI/server growth. Investors interpret this as validation of higher-margin infrastructure opportunities. Dell Technologies Inc. (DELL) Discusses AI Strategy and Business Transformation in the Tech Industry Transcript
- Neutral Sentiment: Coverage noting increased investor attention and record ISG/backlog highlights upside potential but also reminds investors of competition and execution risk — useful context but not a direct catalyst. DELL Benefits From Cloud Infrastructure Expansion: More Upside Ahead?
- Neutral Sentiment: Comparisons among AI-server names (SMCI vs DELL) are drawing attention and helping re-price relative valuations—important for positioning but outcome-dependent. SMCI vs. DELL: Mizuho Top Analyst Picks the Better AI Server Stock
- Negative Sentiment: Major AI-driven layoffs and broader job-cut announcements signal near-term execution and morale risks; investors must judge whether cost reductions fund growth investments without harming execution. Dell Announced Major AI-Driven Layoffs in March 2026. What Comes Next for Dividend-Paying DELL Stock?
- Negative Sentiment: Wider reports that Oracle, Amazon and Dell are cutting jobs amid AI shifts add to macro/sector uncertainty about how labor moves translate to long-term margins. Oracle, Amazon, Dell lead global job cuts amid AI push
- Negative Sentiment: Security guidance for employees in the Middle East after explicit threats introduces geopolitical and operational risk that could weigh on sentiment for some investors. Dell Security Guidance In Middle East Puts Strong Share Run In Focus
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.
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