Aurora Investment Counsel Makes New Investment in Dell Technologies Inc. $DELL

Aurora Investment Counsel acquired a new position in Dell Technologies Inc. (NYSE:DELL) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 20,666 shares of the technology company’s stock, valued at approximately $2,601,000. Dell Technologies makes up approximately 1.4% of Aurora Investment Counsel’s investment portfolio, making the stock its 18th biggest position.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. raised its stake in Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. State Street Corp raised its stake in Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Geode Capital Management LLC raised its stake in Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Deutsche Bank AG raised its stake in Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in Dell Technologies by 82.3% in the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after buying an additional 2,191,317 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In related news, Director Silver Lake Partners V. De (Aiv sold 23,876 shares of Dell Technologies stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $394.99, for a total transaction of $9,430,781.24. Following the sale, the director directly owned 29,548 shares of the company’s stock, valued at approximately $11,671,164.52. The trade was a 44.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $394.99, for a total transaction of $18,543,200.54. Following the sale, the director directly owned 37,592 shares in the company, valued at $14,848,464.08. This trade represents a 55.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 4,990,384 shares of company stock valued at $1,501,916,160. 41.50% of the stock is owned by insiders.

Dell Technologies Trading Up 1.0%

Shares of Dell Technologies stock opened at $395.53 on Friday. The firm has a market capitalization of $255.42 billion, a PE ratio of 31.42, a price-to-earnings-growth ratio of 0.85 and a beta of 1.30. The firm’s 50 day moving average is $264.63 and its 200 day moving average is $178.83. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year 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 (EPS) for the quarter, beating the consensus estimate of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm 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. As a group, research analysts anticipate that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Analyst Ratings Changes

Several research firms have commented on DELL. Daiwa Securities Group raised their target price on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. UBS Group set a $700.00 target price on shares of Dell Technologies in a report on Friday, May 29th. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. JPMorgan Chase & Co. raised their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a report on Friday, May 29th. Finally, Evercore raised their target price on shares of Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

About Dell Technologies

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.