L & S Advisors Inc Has $2.08 Million Stock Holdings in Dell Technologies Inc. $DELL

L & S Advisors Inc cut its holdings in Dell Technologies Inc. (NYSE:DELL) by 77.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 16,497 shares of the technology company’s stock after selling 56,447 shares during the quarter. L & S Advisors Inc’s holdings in Dell Technologies were worth $2,077,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Flagship Harbor Advisors LLC increased its position in Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after purchasing an additional 71 shares during the period. Westside Investment Management Inc. increased its position in Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. Pinnacle Associates Ltd. increased its position in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after purchasing an additional 78 shares during the period. Lindenwold Advisors INC increased its position 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 during the period. Finally, Ancora Advisors LLC increased its position 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 during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction dated 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 owned 65,662 shares in the company, valued at $9,529,526.06. This trade represents a 69.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,571,688 shares of company stock worth $576,654,105 in the last quarter. 42.00% of the stock is currently owned by company insiders.

Dell Technologies Trading Up 0.2%

Dell Technologies stock opened at $242.36 on Monday. The firm has a market capitalization of $156.51 billion, a P/E ratio of 27.79, a PEG ratio of 0.98 and a beta of 0.99. Dell Technologies Inc. has a 1 year low of $106.38 and a 1 year high of $263.99. The business has a 50-day moving average of $188.45 and a 200-day moving average of $149.97.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period in the previous year, the company 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. 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 disclosed a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were issued a dividend of $0.63 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.0%. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DELL. Morgan Stanley lifted their price objective on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Tuesday, April 28th. Mizuho lifted their price objective on Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 6th. UBS Group lowered Dell Technologies from a “buy” rating to a “neutral” rating and lifted their price objective for the stock from $167.00 to $243.00 in a research report on Sunday, May 10th. Truist Financial assumed coverage on Dell Technologies in a research report on Tuesday, March 31st. They set a “hold” rating and a $170.00 target price for the company. Finally, JPMorgan Chase & Co. boosted their target price on Dell Technologies from $205.00 to $280.00 and gave the stock an “overweight” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $194.79.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: JPMorgan boosted its price target on Dell Technologies to $280 from $205 and reiterated an overweight rating, signaling confidence that AI server demand can keep driving growth. MarketScreener
• Positive Sentiment: New reports highlighted Dell as a major AI infrastructure winner, with commentary suggesting the company has room to run and may be undervalued relative to its long-term AI server opportunity. This Will Be Dell’s Stock Price in 2027
• Positive Sentiment: Dell and Kioxia unveiled a high-density 2U server capable of scaling to 9.8 petabytes of flash storage, reinforcing Dell’s positioning in next-generation AI and enterprise infrastructure. Kioxia and Dell Technologies First to Deliver High-Density Server with 9.8 PB of Flash Storage
• Positive Sentiment: Dell is drawing increased investor attention, with multiple articles describing it as one of 2026’s key AI infrastructure trades and a trending stock among Zacks users. Zacks Trending Stock Article
• Neutral Sentiment: Dell announced it will hold its first-quarter fiscal 2027 earnings conference call on May 28, which is a routine event but may set up the next catalyst for the stock. Dell Technologies to Hold Conference Call May 28 to Discuss First Quarter Fiscal 2027 Financial Results

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.