67,800 Shares in Dell Technologies Inc. $DELL Acquired by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co acquired a new position in Dell Technologies Inc. (NYSE:DELL) in the fourth quarter, Holdings Channel reports. The fund acquired 67,800 shares of the technology company’s stock, valued at approximately $8,535,000.

A number of other large investors also recently bought and sold shares of the business. Truist Financial Corp raised its stake in Dell Technologies by 15.4% in the fourth quarter. Truist Financial Corp now owns 336,503 shares of the technology company’s stock worth $42,359,000 after buying an additional 44,804 shares in the last quarter. Reynders McVeigh Capital Management LLC raised its holdings in Dell Technologies by 7.0% in the fourth quarter. Reynders McVeigh Capital Management LLC now owns 2,308 shares of the technology company’s stock worth $291,000 after purchasing an additional 150 shares in the last quarter. Woodard & Co. Asset Management Group Inc. ADV raised its holdings in Dell Technologies by 18.5% in the fourth quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 16,673 shares of the technology company’s stock worth $2,099,000 after purchasing an additional 2,599 shares in the last quarter. Benjamin Edwards Inc. raised its holdings in Dell Technologies by 370.2% in the fourth quarter. Benjamin Edwards Inc. now owns 6,771 shares of the technology company’s stock worth $852,000 after purchasing an additional 5,331 shares in the last quarter. Finally, Strs Ohio raised its holdings in Dell Technologies by 1.4% in the fourth quarter. Strs Ohio now owns 72,185 shares of the technology company’s stock worth $9,087,000 after purchasing an additional 1,000 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Up 2.3%

DELL opened at $216.46 on Wednesday. The company has a market cap of $139.78 billion, a P/E ratio of 24.82, a price-to-earnings-growth ratio of 0.86 and a beta of 0.99. The firm’s 50-day moving average price is $171.01 and its 200-day moving average price is $144.85. Dell Technologies Inc. has a 52-week low of $92.53 and a 52-week high of $221.50.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter last year, the business posted $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, research analysts anticipate that Dell Technologies Inc. will post 11.9 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.2%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is 28.90%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on DELL shares. Morgan Stanley boosted their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Tuesday, April 28th. Evercore upped their price target on Dell Technologies from $205.00 to $240.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 21st. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Barclays upped their price target on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $184.47.

Dell Technologies News Roundup

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

• Positive Sentiment: Signed by TotalEnergies alongside NVIDIA, Dell will help design/install Pangea 5, a next‑generation supercomputer (>$100M investment) — a direct commercial win for Dell’s HPC and systems business and a credibility boost in large AI projects. TotalEnergies Develops Pangea 5, a Next-Generation Supercomputer That Will Increase its Computing Power Sixfold
• Positive Sentiment: Jim Cramer named Dell among AI/data‑center winners, reinforcing positive investor sentiment that Dell stands to gain from continued AI infrastructure spending. Cramer’s AI Winners List: From Nvidia To Dell, These Stocks Are Cashing In Big
• Positive Sentiment: Expanded partnership with Trust3 AI to embed governance/security into Dell’s storage/data‑lakehouse for regulated industries positions Dell to capture higher‑margin, compliance‑sensitive AI workloads (healthcare, finance, government). Dell Targets Regulated AI Growth With Trust3 Data Governance Integration
• Neutral Sentiment: The Board unanimously recommended redomesticating Dell from Delaware to Texas and will ask shareholders to approve the move at the June meeting — likely neutral for near‑term fundamentals but could affect corporate governance and legal forum matters. Dell Technologies Board Unanimously Recommends Redomestication to Texas
• Negative Sentiment: Dell granted COO Clarke ~$$132M in performance‑linked stock options — a potential future dilution over multiyear vesting and a governance/compensation scrutiny point for some investors. Dell Offers COO Clarke $132 Mn in Performance-Linked Stock Options
• Negative Sentiment: Reports of elevated insider selling in April create mixed signals versus institutional/analyst buying — something to monitor if insider activity accelerates. Leading Insider Sales: April Activity Ramps in These Stocks (DELL)

Insider Buying and Selling

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 3,571,688 shares of company stock valued at $576,654,105 over the last three months. 42.00% of the stock is currently owned by insiders.

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.