3,449 Dell Technologies Inc. $DELL Shares Acquired by New York Life Investment Management LLC

New York Life Investment Management LLC increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 7.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 51,128 shares of the technology company’s stock after acquiring an additional 3,449 shares during the period. New York Life Investment Management LLC’s holdings in Dell Technologies were worth $27,504,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Bank of America Corp DE raised its stake in shares of Dell Technologies by 7.6% during the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after buying an additional 1,474,347 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Dell Technologies by 3.0% in the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after buying an additional 27,668 shares in the last quarter. Swiss National Bank increased its holdings in Dell Technologies by 4.7% during the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after buying an additional 41,700 shares during the last quarter. Finally, Amundi increased its holdings in Dell Technologies by 5.8% during the first quarter. Amundi now owns 845,709 shares of the technology company’s stock worth $138,806,000 after buying an additional 46,240 shares during the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on DELL. JPMorgan Chase & Co. lifted their price target on Dell Technologies from $565.00 to $635.00 and gave the stock an “overweight” rating in a report on Wednesday, September 2nd. Evercore restated an “outperform” rating and issued a $650.00 price target on shares of Dell Technologies in a research note on Wednesday, September 9th. TD Cowen raised their target price on shares of Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a report on Tuesday, September 29th. Bank of America upped their price objective on shares of Dell Technologies from $505.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. Finally, Mizuho raised their target price on Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a report on Tuesday, October 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $569.96.

Dell Technologies Stock Down 3.6%

Shares of NYSE:DELL opened at $333.81 on Wednesday. The firm has a market cap of $212.24 billion, a P/E ratio of 19.37, a P/E/G ratio of 0.36 and a beta of 1.45. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51. The business has a fifty day simple moving average of $500.18 and a 200 day simple moving average of $338.68.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The firm had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.70 EPS. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, equities research analysts expect that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th were paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, October 20th. Dell Technologies’s payout ratio is 14.63%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI-server growth remains a potential support: a recent report points to strong AI demand, a $95 billion backlog and raised fiscal 2027 guidance. DELL Rallies 130% in a Year: Can AI Momentum Fuel More Gains?
• Neutral Sentiment: Dell will discuss its fiscal third-quarter 2027 results on a public webcast on Nov. 24; the announcement is a scheduled event, not a new financial update. Dell Technologies to Hold Conference Call Nov. 24
• Negative Sentiment: AI-server stocks sold off alongside Nvidia, dragging Dell lower. Reports also point to fears about possible restrictions or a moratorium affecting Texas data-center development, which could weigh on expectations for AI infrastructure demand. Dell Sinks 12% in a Week on Texas Data Center Fears
• Negative Sentiment: Analyst downgrades and valuation concerns are adding to caution after Dell’s sharp run-up. Investors are also watching weaker PC-demand forecasts and memory-cost pressure, which could challenge the company’s non-AI business and margins. Dell Falls as Downgrade Pressure and Weak PC Demand Concerns Weigh on Sentiment
• Negative Sentiment: The same report highlights substantial insider selling in recent months, which may reinforce investor concerns about near-term upside. Insider and market sentiment analysis

Insider Buying and Selling at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 44,408 shares of the stock in a transaction on Friday, October 9th. The stock was sold at an average price of $582.30, for a total value of $25,858,778.40. Following the completion of the sale, the director directly owned 43,740 shares of the company’s stock, valued at approximately $25,469,802. This represents a 50.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 1,800 shares of the stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $586.40, for a total transaction of $1,055,520.00. Following the completion of the sale, the director owned 1,404,569 shares of the company’s stock, valued at approximately $823,639,261.60. This represents a 0.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,819,650 shares of company stock worth $991,183,596 in the last ninety days. 41.50% of the stock is currently owned by corporate insiders.

Dell Technologies Company Profile

Dell Technologies is a global technology company that develops, sells and supports computers and related infrastructure. Its products include personal computers, workstations, monitors and peripherals, as well as servers, storage systems and networking equipment for businesses and other organizations. The company also provides technology services and solutions, including support, consulting and offerings related to cloud computing, data management and cybersecurity. Dell serves consumers, businesses, governments and other institutions in markets around the world.