Bank Julius Baer & Co. Ltd Zurich Raises Stock Position in Dell Technologies Inc. $DELL

Bank Julius Baer & Co. Ltd Zurich boosted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 1.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,153,849 shares of the technology company’s stock after buying an additional 15,248 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich’s holdings in Dell Technologies were worth $145,674,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Allworth Financial LP raised its stake in Dell Technologies by 67.7% during the fourth quarter. Allworth Financial LP now owns 135,696 shares of the technology company’s stock worth $17,081,000 after purchasing an additional 54,788 shares during the period. Cardinal Point Capital Management ULC purchased a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $214,000. Atria Investments Inc raised its stake in shares of Dell Technologies by 128.8% in the 4th quarter. Atria Investments Inc now owns 35,409 shares of the technology company’s stock valued at $4,457,000 after acquiring an additional 19,936 shares during the period. Navalign LLC purchased a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $29,000. Finally, Biltmore Family Office LLC raised its stake in shares of Dell Technologies by 3.7% in the 4th quarter. Biltmore Family Office LLC now owns 27,895 shares of the technology company’s stock valued at $3,511,000 after acquiring an additional 995 shares during the period. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Stock Performance

Shares of DELL stock opened at $243.80 on Thursday. The stock has a market capitalization of $157.43 billion, a P/E ratio of 27.96, a price-to-earnings-growth ratio of 0.97 and a beta of 0.99. The company has a 50 day moving average price of $184.50 and a 200 day moving average price of $148.78. Dell Technologies Inc. has a fifty-two week low of $106.38 and a fifty-two week high of $263.99.

Dell Technologies (NYSE:DELL) last announced 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 analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous 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, research analysts forecast that Dell Technologies Inc. will post 11.9 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Insider Buying and Selling

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This trade represents a 69.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 3,571,688 shares of company stock valued at $576,654,105 in the last 90 days. Company insiders own 42.00% of the company’s stock.

Analyst Upgrades and Downgrades

DELL has been the topic of a number of research analyst reports. The Goldman Sachs Group boosted their price target on shares of Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 21st. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. JPMorgan Chase & Co. boosted their price target on shares of Dell Technologies from $165.00 to $205.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Finally, Daiwa Securities Group boosted their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $190.84.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Mizuho raised its price target on Dell to $300 from $260 and kept an Outperform rating, citing durable demand for AI servers tied to agentic AI workloads. Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
• Positive Sentiment: Principled Technologies said a study found Dell Services can speed AI time-to-value, reinforcing Dell’s AI infrastructure and services story. Principled Technologies study shows faster AI time to value with Dell Services
• Neutral Sentiment: Several market commentary pieces highlighted Dell as a strong recent performer, but also noted that the stock’s rapid run-up has pushed it toward a richer valuation. Dell Technologies (DELL) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Articles asking whether it is “too late” to buy Dell suggest enthusiasm remains high, but they also imply investors are weighing upside against the stock’s steep year-to-date advance. Is It Too Late To Consider Dell (DELL) After AI-Fueled Share Price Surge?
• Negative Sentiment: UBS downgraded Dell, and a separate valuation-focused article said the stock looks fully valued, which may limit upside if AI demand does not keep accelerating. UBS downgrades Dell Technologies (DELL)

Dell Technologies Profile

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.