Commonwealth of Pennsylvania Public School Empls Retrmt SYS Sells 2,703 Shares of Dell Technologies Inc. $DELL

Commonwealth of Pennsylvania Public School Empls Retrmt SYS decreased its position in Dell Technologies Inc. (NYSE:DELL) by 3.7% during the 4th quarter, Holdings Channel reports. The firm owned 70,106 shares of the technology company’s stock after selling 2,703 shares during the quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in Dell Technologies were worth $8,825,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Providence Capital Advisors LLC bought a new stake in Dell Technologies during the 3rd quarter worth about $7,060,000. Campbell Capital Management Inc. grew its holdings in Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after acquiring an additional 20,362 shares during the last quarter. ProShare Advisors LLC grew its holdings in Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after acquiring an additional 7,642 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in Dell Technologies during the 4th quarter worth about $23,332,000. Finally, Prospera Financial Services Inc grew its holdings in Dell Technologies by 54.3% during the 3rd quarter. Prospera Financial Services Inc now owns 41,492 shares of the technology company’s stock worth $5,886,000 after acquiring an additional 14,604 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $466.44 on Tuesday. The company has a market capitalization of $301.20 billion, a price-to-earnings ratio of 37.05, a P/E/G ratio of 1.55 and a beta of 1.30. The firm’s 50 day simple moving average is $223.02 and its 200 day simple moving average is $161.80. Dell Technologies Inc. has a fifty-two week low of $106.38 and a fifty-two week high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. Dell Technologies’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same period last year, the company posted $1.55 EPS. 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. Equities research analysts expect that Dell Technologies Inc. will post 12.21 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on DELL shares. Guggenheim raised shares of Dell Technologies to a “buy” rating in a report on Monday. Royal Bank Of Canada started coverage on shares of Dell Technologies in a report on Friday. They set an “outperform” rating on the stock. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday. Wells Fargo & Company raised their target price on shares of Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Mizuho raised their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $461.71.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Hewlett Packard Enterprise’s strong earnings helped lift sentiment across AI infrastructure names, with Dell catching a bid as investors interpreted the results as further evidence of robust demand for enterprise hardware and AI servers. SMCI, Dell Catch A Bid After Hours As HPE Stock Soars After Q2 Report
• Positive Sentiment: Analysts became more bullish, including price-target hikes from Bernstein, Goldman Sachs, and Citic Securities, reflecting confidence that Dell’s AI backlog and margin expansion can support more upside. Dell Stock Soars After Bernstein Lifts Price Target to Street-High $500 on AI Boom
• Positive Sentiment: Dell unveiled a new $699 XPS 13 laptop aimed at competing with Apple’s MacBook Neo, adding a fresh consumer-product catalyst on top of its AI-driven momentum. Dell unveils $699 XPS 13 laptop in challenge to Apple’s MacBook Neo
• Positive Sentiment: The company’s recent quarterly results showed explosive revenue growth, especially in AI servers, and management raised guidance, strengthening the view that Dell is capturing a meaningful share of AI spending. Dell Stock Surges on AI-Led Earnings, Upbeat Outlook: ETFs to Gain
• Positive Sentiment: News that Nvidia’s next PC chips will appear in Dell laptops added another AI-PC growth angle, suggesting Dell could benefit from a broader upgrade cycle in both consumer and enterprise devices. Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP
• Neutral Sentiment: Some commentary also warned that Dell’s huge year-to-date run has made valuation look stretched, which could limit upside if growth expectations cool. Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

Insiders Place Their Bets

In related news, insider William F. Scannell sold 143,067 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares in the company, valued at $3,593,535. This trade represents a 86.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO David Alan Kennedy sold 19,500 shares of the stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the completion of the sale, the chief financial officer owned 183,097 shares in the company, valued at $33,420,695.41. This represents a 9.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,071,687 shares of company stock worth $501,560,818 over the last ninety days. Company insiders own 41.50% of the company’s stock.

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.