Longfellow Investment Management Co. LLC Grows Holdings in Dell Technologies Inc. $DELL

Longfellow Investment Management Co. LLC raised its position in Dell Technologies Inc. (NYSE:DELL) by 33.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,026 shares of the technology company’s stock after purchasing an additional 2,250 shares during the period. Longfellow Investment Management Co. LLC’s holdings in Dell Technologies were worth $1,136,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the business. Flagship Harbor Advisors LLC boosted its holdings in shares of Dell Technologies by 1.3% during 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 last quarter. Pinnacle Associates Ltd. boosted its holdings in shares of Dell Technologies by 0.4% during 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 last quarter. Lindenwold Advisors INC boosted its holdings in shares of Dell Technologies by 1.0% during 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 last quarter. Ancora Advisors LLC boosted its holdings in shares of Dell Technologies by 18.6% during 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 last quarter. Finally, TIAA Trust National Association boosted its holdings in shares of Dell Technologies by 1.2% during the third quarter. TIAA Trust National Association now owns 7,461 shares of the technology company’s stock worth $1,058,000 after purchasing an additional 89 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $395.72 on Friday. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47. The firm has a market cap of $255.53 billion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.16 and a beta of 1.30. The stock’s 50-day simple moving average is $242.78 and its 200-day simple moving average is $169.51.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.55 earnings per share. 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. As a group, research analysts predict that Dell Technologies Inc. will post 12.93 EPS for the current year.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
• Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
• Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
• Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

Insider Activity at Dell Technologies

In related news, Director Silver Lake Partners V. De (Aiv sold 35,437 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $422.98, for a total value of $14,989,142.26. Following the completion of the sale, the director directly owned 94,207 shares of the company’s stock, valued at $39,847,676.86. The trade was a 27.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Silver Lake Partners Iv, L.P. sold 84,365 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $422.98, for a total value of $35,684,707.70. Following the completion of the sale, the director directly owned 7,521 shares of the company’s stock, valued at approximately $3,181,232.58. This represents a 91.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 3,709,030 shares of company stock valued at $983,328,426 over the last three months. 41.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on DELL shares. Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Morgan Stanley raised Dell Technologies from an “underweight” rating to a “buy” rating in a research report on Friday, May 22nd. Bank of America raised their price objective on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. The Goldman Sachs Group raised their price objective on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Finally, William Blair initiated coverage on Dell Technologies in a research report on Monday, June 1st. They issued a “neutral” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

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.