Woodmont Investment Counsel LLC Buys 3,525 Shares of Dell Technologies Inc. $DELL

Woodmont Investment Counsel LLC increased its stake in Dell Technologies Inc. (NYSE:DELL) by 5.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 74,388 shares of the technology company’s stock after purchasing an additional 3,525 shares during the quarter. Woodmont Investment Counsel LLC’s holdings in Dell Technologies were worth $9,364,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. WealthCollab LLC raised its holdings in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the period. Red Tortoise LLC bought a new position in Dell Technologies in the 3rd quarter worth $36,000. State of Wyoming bought a new position in Dell Technologies in the 2nd quarter worth $33,000. Westside Investment Management Inc. increased 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 buying an additional 78 shares in the last quarter. Finally, J.Safra Asset Management Corp purchased a new stake in Dell Technologies in the 3rd quarter worth $43,000. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Up 4.3%

Shares of Dell Technologies stock opened at $185.28 on Thursday. The firm has a market cap of $119.65 billion, a price-to-earnings ratio of 21.25, a PEG ratio of 0.71 and a beta of 0.88. The business has a 50-day moving average price of $143.18 and a 200-day moving average price of $138.16. Dell Technologies Inc. has a twelve month low of $71.12 and a twelve month high of $189.75.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter last year, the business posted $2.68 earnings per share. 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, equities analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.4%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Weiss Ratings lowered Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 1st. Daiwa Securities Group increased their price target on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Barclays increased their price target on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Finally, JPMorgan Chase & Co. cut their price target on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $168.74.

Insider Buying and Selling

In related news, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of Dell Technologies stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the completion of the transaction, the director owned 92 shares in the company, valued at approximately $14,009.76. This trade represents a 99.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,595,522 shares of company stock worth $403,091,708. Insiders own 42.00% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Bank of America and other analysts say Dell is well‑positioned to capture enterprise AI growth due to scale and long-standing supplier relationships; BofA reiterated Buy and cited CEO commentary supporting durable demand. Dell is well-positioned for enterprise AI growth, says Bank of America
• Positive Sentiment: Analysts have raised price targets (Mizuho to $215; others lifted targets after a breakout), signaling stronger earnings expectations and supporting upside momentum. Mizuho Increases Dell Technologies Price Target
• Positive Sentiment: Dell and HIVE partner to deploy NVIDIA’s next‑generation AI GPUs in a new GPU cluster — a direct revenue/capacity play for Dell’s data‑center server and services business as demand for AI compute rises. Dell and HIVE partner to deploy Nvidia’s next-generation AI chips
• Positive Sentiment: Sharjah Digital Department signed an MoU with Dell to advance AI adoption in government operations — a tangible commercial win that underscores demand for Dell’s public‑sector AI solutions. Sharjah Digital Department, Dell Technologies sign deal
• Positive Sentiment: Investors are also reacting to commentary that Super Micro’s recent regulatory troubles could drive some enterprise share gains to Dell in servers, networking and storage — a potential secular upside to bookings and margin recovery. Super Micro fallout could spark re-rate
• Neutral Sentiment: Dell pledged to grow its dividend ~10% annually through 2030 and recently raised the payout ~20% — supportive for income investors but a longer‑term commitment that competes with capex for AI capacity. Dell pledges dividend growth
• Neutral Sentiment: Coverage notes highlight that Dell has secured supply for AI hardware through 2027, which reduces execution risk but also signals heavy upfront inventory/capex deployment to meet demand. Dell to benefit from scale, supplier relationships
• Negative Sentiment: Coverage and press note that Dell (along with peers) is cutting jobs as it resets costs for AI-driven investments; layoffs can reduce near‑term expenses but may create execution/PR risk. Oracle, Amazon, Dell lead global job cuts amid AI push
• Negative Sentiment: Dell CEO’s comments about resource‑heavy AI workloads (e.g., “AI eats up all the RAM for years”) highlight potential industry execution challenges and infrastructure costs that could pressure margins if demand mix skews to lower‑margin compute. Dell CEO describes AI resource challenges

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.