Pitcairn Co. Sells 4,467 Shares of Dell Technologies Inc. $DELL

Pitcairn Co. trimmed its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 52.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,130 shares of the technology company’s stock after selling 4,467 shares during the period. Pitcairn Co.’s holdings in Dell Technologies were worth $586,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Armstrong Advisory Group Inc. lifted its position in shares of Dell Technologies by 3.6% in the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock valued at $259,000 after acquiring an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC lifted its holdings in Dell Technologies by 1.3% in the 3rd 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 in the last quarter. Westside Investment Management Inc. boosted its stake in Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. Patriot Financial Group Insurance Agency LLC raised its position in shares of Dell Technologies by 2.3% during the third quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after buying an additional 81 shares during the last quarter. Finally, Meeder Asset Management Inc. lifted its holdings in shares of Dell Technologies by 33.7% in the third quarter. Meeder Asset Management Inc. now owns 325 shares of the technology company’s stock worth $46,000 after buying an additional 82 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Trading Down 0.1%

DELL opened at $146.39 on Friday. The stock has a 50-day moving average of $123.12 and a 200 day moving average of $132.26. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $168.08. The firm has a market cap of $97.01 billion, a P/E ratio of 16.79, a P/E/G ratio of 0.68 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the previous year, the business earned $2.68 EPS. The company’s quarterly revenue was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, research analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.7%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is presently 24.08%.

Dell Technologies News Roundup

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

• Positive Sentiment: Record quarter and AI demand — Dell reported record revenue and earnings driven by robust AI server demand, raised its dividend and expanded its buyback program, and highlighted new AI-focused products and partnerships (positive catalysts for revenue, margins and capital returns). Dell Earnings Highlight AI Server Growth
• Positive Sentiment: AI server backlog and ISG momentum — Dell’s Infrastructure Solutions Group posted record revenues with a large backlog (~$43B) and management projects roughly $50B in AI-related revenue for FY27, supporting forward revenue visibility. ISG Revenue Growth Strengthens
• Positive Sentiment: Analyst upgrades and momentum coverage — Daiwa raised its price target to $170 and kept an outperform rating, while multiple outlets (Zacks, Yahoo, MarketBeat) highlight Dell as a momentum/value play after the beat and strong cash generation. These note higher upside and institutional support. Daiwa PT Raise
• Neutral Sentiment: Valuation/price momentum — Coverage points out a recent sharp share rally (strong weekly/monthly gains), prompting re‑assessments of valuation and whether upside is already priced in; this is informational but increases sensitivity to near-term data. Assessing Valuation After Surge
• Neutral Sentiment: Industry positioning — Dell is featured in data-center/AI market reports as a leader alongside Broadcom and HPE, confirming strategic positioning but not changing near-term fundamentals by itself. Data Center Solutions Report
• Negative Sentiment: Insider/director selling — SEC filings show large director sales on March 2 (hundreds of thousands of shares sold), which can sap sentiment and trigger near-term selling pressure even when results are strong. SEC Filing – Director Sale

Insider Activity

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Egon Durban sold 71,000 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the sale, the director directly owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,085,418 shares of company stock worth $160,431,302 over the last quarter. 42.00% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on DELL shares. Wall Street Zen upgraded shares of Dell Technologies from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Raymond James Financial boosted their target price on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Citigroup dropped their price target on Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Mizuho lifted their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Finally, Barclays upped their price objective on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $163.28.

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.