MSA Advisors LLC Acquires Shares of 1,475 Dell Technologies Inc. $DELL

MSA Advisors LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,475 shares of the technology company’s stock, valued at approximately $242,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new position in shares of Dell Technologies in the fourth quarter valued at about $607,349,000. Wellington Management Group LLP grew its holdings in Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares during the last quarter. Invesco Ltd. increased its position in Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after acquiring an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation increased its position in Dell Technologies by 533.3% in the 4th quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after acquiring an additional 2,258,797 shares in the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after acquiring an additional 1,355,841 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently commented on DELL. JPMorgan Chase & Co. increased their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Piper Sandler boosted their price objective on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Daiwa Securities Group upped their price objective on Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a report on Tuesday, June 2nd. UBS Group set a $700.00 price objective on Dell Technologies in a research report on Friday, May 29th. Finally, Citigroup boosted their target price on Dell Technologies from $475.00 to $515.00 and gave the stock a “buy” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $494.67.

Key Dell Technologies News

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

• Positive Sentiment: Analysts and financial commentators continue to view Dell as a major beneficiary of AI infrastructure spending. Surging AI-server demand, an expanding backlog and a lower valuation than many AI peers support the long-term growth case. Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
• Positive Sentiment: Dell was included among stocks considered attractive for the second half of 2026 because of strong interest coverage, growth estimates and significant prior share-price gains—factors that suggest balance-sheet resilience and investor demand. 4 Stocks With Strong Interest Coverage Ratios to Buy in H2 2026
• Neutral Sentiment: Potential U.S. tariffs on Chinese memory chips could raise component costs for server and hardware manufacturers. Dell and other original-equipment makers are reportedly evaluating Chinese memory suppliers to offset rising prices, but regulatory and national-security restrictions could limit those options. Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
• Negative Sentiment: The immediate catalyst for the decline was an analyst warning that the AI-server boom may bring margin pressure. Investors appear concerned that intense competition, expensive components and the mix of large AI systems could reduce profitability even as revenue grows. Dell Stock Crashes as AI Server Boom Faces New Margin Concerns
• Negative Sentiment: Dell’s shares fell sharply alongside Super Micro Computer, indicating broader investor caution toward AI-server makers. The weakness followed the analyst’s comments even though Evercore ISI still described Dell as one of the largest beneficiaries of AI spending. DELL Stock Plunges Despite Position as One of the Largest Beneficiaries of AI Spending

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $392.10 on Wednesday. The stock has a market cap of $254.12 billion, a price-to-earnings ratio of 31.14, a P/E/G ratio of 0.91 and a beta of 1.31. The company has a 50 day moving average of $397.25 and a 200-day moving average of $243.80. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the prior year, the business posted $1.55 earnings per share. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Equities research analysts anticipate that Dell Technologies Inc. will post 17.77 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio is 20.02%.

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares in the company, valued at $16,789,455.41. This trade represents a 82.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $86,928,791.95. Following the completion of the sale, the director owned 24,287 shares of the company’s stock, valued at $11,123,203.13. This represents a 88.66% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. 41.50% of the stock is currently owned by company insiders.

Dell Technologies Company 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.