Harbor Advisors LLC Makes New $246,000 Investment in Dell Technologies Inc. $DELL

Harbor Advisors LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, Holdings Channel reports. The firm bought 1,500 shares of the technology company’s stock, valued at approximately $246,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Bell Investment Advisors Inc lifted its position in Dell Technologies by 19.3% during the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after buying an additional 52 shares in the last quarter. Vectors Research Management LLC increased its position in Dell Technologies by 0.4% in the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after acquiring an additional 55 shares in the last quarter. Raleigh Capital Management Inc. raised its stake in shares of Dell Technologies by 6.9% in the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after acquiring an additional 67 shares during the last quarter. Equitable Trust Co. raised its stake in shares of Dell Technologies by 2.9% in the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after acquiring an additional 71 shares during the last quarter. Finally, Quadrant Private Wealth Management LLC lifted its position in shares of Dell Technologies by 4.1% during the first quarter. Quadrant Private Wealth Management LLC now owns 1,830 shares of the technology company’s stock worth $300,000 after purchasing an additional 72 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

More Dell Technologies News

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Lake Group L.L.C. Silver sold 16,679 shares of Dell Technologies stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $396.37, for a total value of $6,611,055.23. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 59,492 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the completion of the transaction, the director owned 89,222 shares of the company’s stock, valued at $40,465,745.88. This trade represents a 40.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. Corporate insiders own 41.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Piper Sandler upped their price objective on Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Sanford C. Bernstein increased their price objective on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Argus lifted their target price on Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Finally, TD Cowen boosted their target price on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Trading Up 0.2%

Shares of Dell Technologies stock opened at $397.18 on Monday. The stock’s fifty day simple moving average is $372.69 and its 200 day simple moving average is $229.39. The company has a market capitalization of $257.42 billion, a PE ratio of 31.55, a PEG ratio of 0.85 and a beta of 1.31. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm 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. Analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is presently 20.02%.

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.