Benjamin Edwards Inc. Acquires 5,331 Shares of Dell Technologies Inc. $DELL

Benjamin Edwards Inc. grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 370.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,771 shares of the technology company’s stock after acquiring an additional 5,331 shares during the period. Benjamin Edwards Inc.’s holdings in Dell Technologies were worth $852,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. WealthCollab LLC lifted its position in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares in the last quarter. State of Wyoming purchased a new stake in Dell Technologies in the second quarter worth about $33,000. J.Safra Asset Management Corp bought a new position in shares of Dell Technologies in the third quarter worth about $43,000. Westside Investment Management Inc. lifted its position in shares of Dell Technologies by 35.8% during the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its stake in shares of Dell Technologies by 48.4% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 316 shares of the technology company’s stock valued at $45,000 after acquiring an additional 103 shares during the period. 76.37% of the stock is owned by institutional investors.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the sale, the director owned 65,662 shares in the company, valued at $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is owned by corporate insiders.

Analyst Ratings Changes

DELL has been the subject of a number of analyst reports. Citigroup increased their price objective on shares of Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Raymond James Financial increased their price target on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. The Goldman Sachs Group raised their price target on Dell Technologies from $215.00 to $230.00 in a report on Thursday, April 30th. Finally, Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $186.84.

Dell Technologies News Roundup

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

• Positive Sentiment: Jim Cramer spotlighted Dell as a core AI infrastructure winner, emphasizing that its servers are central to the AI buildout. Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
• Positive Sentiment: Dell was named alongside Nvidia in a new TotalEnergies supercomputer project in France, reinforcing its role in large-scale AI and high-performance computing deployments. TotalEnergies inks deal with Nvidia and Dell to build supercomputer in Pau, France
• Positive Sentiment: Analysts and market commentary continue to frame Dell as an undervalued AI infrastructure name, with expectations that upcoming earnings could extend momentum. Why Is Dell Technologies Stock (DELL) Rising Today, 5/8/26?
• Neutral Sentiment: Brokerage sentiment remains constructive, with Dell receiving an average “Moderate Buy” rating, supporting the stock’s bullish narrative. Dell Technologies Inc. Given Average Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Some recent coverage noted Dell’s prior pullback after strong gains, and investors may be watching for valuation risk or any disappointment in upcoming earnings. Why Dell Technologies (DELL) Dipped More Than Broader Market Today

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $260.18 on Friday. The stock has a market cap of $168.01 billion, a price-to-earnings ratio of 29.84, a price-to-earnings-growth ratio of 0.94 and a beta of 0.99. The stock has a 50 day moving average price of $175.62 and a 200-day moving average price of $146.04. Dell Technologies Inc. has a one year low of $95.64 and a one year high of $263.99.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.Dell Technologies’s revenue was up 39.5% on a year-over-year basis. During the same period last year, the company earned $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. Sell-side analysts predict that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were issued a $0.63 dividend. This is a boost 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 dividend yield of 1.0%. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

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.