Atria Investments Inc Raises Stake in Dell Technologies Inc. $DELL

Atria Investments Inc raised its position in Dell Technologies Inc. (NYSE:DELL) by 128.8% in the fourth quarter, Holdings Channel reports. The fund owned 35,409 shares of the technology company’s stock after buying an additional 19,936 shares during the period. Atria Investments Inc’s holdings in Dell Technologies were worth $4,457,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Navalign LLC purchased a new stake in shares of Dell Technologies during the 4th quarter worth approximately $29,000. Biltmore Family Office LLC lifted its position in shares of Dell Technologies by 3.7% during the 4th quarter. Biltmore Family Office LLC now owns 27,895 shares of the technology company’s stock worth $3,511,000 after buying an additional 995 shares during the last quarter. Atlantic Union Bankshares Corp lifted its position in shares of Dell Technologies by 26.0% during the 4th quarter. Atlantic Union Bankshares Corp now owns 847 shares of the technology company’s stock worth $107,000 after buying an additional 175 shares during the last quarter. World Investment Advisors lifted its position in shares of Dell Technologies by 18.2% during the 4th quarter. World Investment Advisors now owns 12,179 shares of the technology company’s stock worth $1,533,000 after buying an additional 1,874 shares during the last quarter. Finally, Boyd Watterson Asset Management LLC OH lifted its position in shares of Dell Technologies by 1.9% during the 4th quarter. Boyd Watterson Asset Management LLC OH now owns 4,961 shares of the technology company’s stock worth $624,000 after buying an additional 92 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Price Performance

DELL stock opened at $242.36 on Friday. The company has a fifty day moving average price of $188.45 and a 200 day moving average price of $150.05. Dell Technologies Inc. has a 12 month low of $106.38 and a 12 month high of $263.99. The company has a market cap of $156.51 billion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 0.98 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the prior year, the firm earned $2.68 EPS. Dell Technologies’s revenue for the quarter 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. As a group, analysts anticipate that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were given a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.0%. Dell Technologies’s payout ratio is currently 28.90%.

Analysts Set New Price Targets

Several analysts have recently weighed in on DELL shares. Mizuho boosted their price objective on shares of Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price objective on shares of Dell Technologies from $205.00 to $280.00 and gave the stock an “overweight” rating in a research report on Friday. Barclays boosted their price objective on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. The Goldman Sachs Group boosted their price objective on shares of Dell Technologies from $215.00 to $230.00 in a research report on Thursday, April 30th. Finally, Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $194.79.

More Dell Technologies News

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

• Positive Sentiment: JPMorgan boosted its price target on Dell Technologies to $280 from $205 and reiterated an overweight rating, signaling confidence that AI server demand can keep driving growth. MarketScreener
• Positive Sentiment: New reports highlighted Dell as a major AI infrastructure winner, with commentary suggesting the company has room to run and may be undervalued relative to its long-term AI server opportunity. This Will Be Dell’s Stock Price in 2027
• Positive Sentiment: Dell and Kioxia unveiled a high-density 2U server capable of scaling to 9.8 petabytes of flash storage, reinforcing Dell’s positioning in next-generation AI and enterprise infrastructure. Kioxia and Dell Technologies First to Deliver High-Density Server with 9.8 PB of Flash Storage
• Positive Sentiment: Dell is drawing increased investor attention, with multiple articles describing it as one of 2026’s key AI infrastructure trades and a trending stock among Zacks users. Zacks Trending Stock Article
• Neutral Sentiment: Dell announced it will hold its first-quarter fiscal 2027 earnings conference call on May 28, which is a routine event but may set up the next catalyst for the stock. Dell Technologies to Hold Conference Call May 28 to Discuss First Quarter Fiscal 2027 Financial Results

Insider Transactions at Dell Technologies

In related news, CFO David Alan Kennedy sold 19,500 shares of the company’s stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $182.53, for a total value of $3,559,335.00. Following the completion of the sale, the chief financial officer owned 183,097 shares in the company, valued at $33,420,695.41. This represents a 9.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider William F. Scannell sold 143,067 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the transaction, the insider directly owned 21,779 shares in the company, valued at $3,593,535. This represents a 86.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,571,688 shares of company stock worth $576,654,105 over the last 90 days. Company insiders own 42.00% of the company’s stock.

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.