Teamwork Financial Advisors LLC Invests $549,000 in Dell Technologies Inc. $DELL

Teamwork Financial Advisors LLC purchased a new stake in Dell Technologies Inc. (NYSE:DELL) in the 2nd quarter, HoldingsChannel reports. The fund purchased 1,272 shares of the technology company’s stock, valued at approximately $549,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of DELL. Brighton Jones LLC increased its position in shares of Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Dell Technologies during the 2nd quarter valued at about $328,000. Marshall Wace LLP acquired a new position in Dell Technologies during the 2nd quarter valued at about $809,000. Gamco Investors INC. ET AL increased its holdings in Dell Technologies by 30.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after purchasing an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after purchasing an additional 34,538 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Investors continue to point to Dell’s AI-server momentum, including reported contract wins tied to the Volta AI factory and Texas A&M’s IGNITE platform. The company’s latest results also showed record revenue, strong AI-optimized server sales and a substantial AI order pipeline. Dell Technologies Could Be 4% Below Fair Value on AI Infrastructure Wins
• Positive Sentiment: Analyst sentiment remains broadly favorable, with recent price targets generally above the current trading range and a reported median target of $500. Optimism centers on enterprise IT spending and demand for AI servers, while partnerships with Nvidia, AMD and Microsoft reinforce Dell’s competitive positioning. Is Dell Technologies a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: A broader view from Barchart argues that Dell’s long-term growth opportunity remains intact despite its major rally, citing rising enterprise technology spending as a foundation for further expansion. After a 250% Rally, Dell Stock Still Has Room to Run
• Neutral Sentiment: Dell’s collaboration with Nokia and Nvidia on AI-powered radio access networks and future 6G connectivity adds strategic visibility, although the initiative is primarily a Nokia-focused announcement and its direct financial impact on Dell is not yet clear. Nokia Launches AI RAN Platform
• Negative Sentiment: Seeking Alpha downgraded Dell, arguing that the business is strong but the stock is now fully valued following its steep advance. This valuation concern could encourage profit-taking near the stock’s highs. Dell: Great Business, Full Price
• Negative Sentiment: Weakness in a major AI-server peer triggered a sector-wide reassessment, pressuring Dell on concerns that AI hardware demand or near-term orders could disappoint. Dell’s next earnings report is scheduled for September 3, leaving the stock sensitive to peer results and industry commentary. Dell Slips as Peer Earnings Pressure AI Server Trade
• Negative Sentiment: Investor’s Business Daily highlighted a failed breakout and discussed exiting the trade, signaling short-term technical risk after Dell’s rapid run-up. Extensive recent insider selling may add to concerns about profit-taking, even though it does not necessarily indicate deteriorating fundamentals. Exiting Gracefully on Opening Bell Disasters

Insider Activity

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’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 transaction, the director directly owned 24,287 shares in the company, valued at $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. This represents a 82.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

DELL has been the topic of several analyst reports. Jefferies Financial Group cut Dell Technologies to a “hold” rating in a research report on Monday, June 1st. Morgan Stanley increased their price target on Dell Technologies from $448.00 to $477.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. Evercore reaffirmed an “outperform” rating on shares of Dell Technologies in a report on Wednesday, July 8th. Truist Financial upped their target price on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Finally, UBS Group set a $700.00 target price on shares of Dell Technologies in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $494.67.

Dell Technologies Trading Up 3.7%

Shares of DELL opened at $453.71 on Friday. The company has a market capitalization of $294.05 billion, a price-to-earnings ratio of 36.04, a PEG ratio of 0.93 and a beta of 1.33. The stock has a 50 day moving average of $417.22 and a 200 day moving average of $260.25. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $485.70.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period last year, the company posted $1.55 earnings per share. Dell Technologies’s quarterly 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. As a group, equities research analysts predict that Dell Technologies Inc. will post 17.77 earnings per share for the current year.

Dell Technologies Announces Dividend

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

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.