Kaufman Rossin Wealth LLC Invests $204,000 in Dell Technologies Inc. $DELL

Kaufman Rossin Wealth LLC purchased a new stake in Dell Technologies Inc. (NYSE:DELL) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,243 shares of the technology company’s stock, valued at approximately $204,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC lifted its holdings in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares during the period. Navalign LLC bought a new position in shares of Dell Technologies during the 4th quarter worth $29,000. Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies during the fourth quarter valued at $29,000. Finally, WealthCollab LLC increased its stake in shares of 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 buying an additional 114 shares during the period. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling

In other news, Director David W. Dorman sold 41,292 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $405.89, for a total transaction of $16,760,009.88. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners V. De (Aiv sold 20,095 shares of the business’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $403.12, for a total value of $8,100,696.40. Following the transaction, the director owned 50,381 shares in the company, valued at approximately $20,309,588.72. This trade represents a 28.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,873,252 shares of company stock valued at $1,391,926,654 over the last quarter. Insiders own 41.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on DELL. JPMorgan Chase & Co. upped their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a research report on Monday, June 1st. Citigroup began coverage on shares of Dell Technologies in a research note on Monday, June 1st. They set an “outperform” rating on the stock. Finally, Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $475.76.

Dell Technologies Price Performance

DELL opened at $418.38 on Tuesday. The firm has a market capitalization of $271.16 billion, a PE ratio of 33.23, a price-to-earnings-growth ratio of 0.88 and a beta of 1.30. The business’s 50-day moving average is $292.73 and its two-hundred day moving average is $191.01. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS 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 during the quarter, compared to analyst estimates of $35.74 billion. During the same period in the prior year, the firm posted $1.55 earnings per share. The company’s quarterly revenue was up 87.5% on a year-over-year basis. 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, sell-side analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Dell Technologies Dividend Announcement

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

Dell Technologies News Summary

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

• Positive Sentiment: Dell introduced the PowerEdge XE8812 server at ISC High Performance 2026, a new AI/HPC system built around NVIDIA Vera Rubin NVL4 architecture and designed to support up to 144 GPUs per rack. This strengthens Dell’s position in enterprise AI infrastructure and is likely helping sentiment. Article Title
• Positive Sentiment: Investors are still reacting to Dell’s strong recent earnings update, which showed sharply higher revenue, large AI orders, and a record AI backlog. That gives the market more confidence that demand for Dell’s servers and related hardware remains robust. Article Title
• Positive Sentiment: Multiple articles highlighted Dell as an attractive AI/data-center play and noted that its valuation remains relatively appealing versus the broader market, which may be supporting additional buying interest. Article Title
• Neutral Sentiment: Other coverage linked Dell’s move to a broader AI server rally across the sector, suggesting the stock is benefiting from strong momentum in hardware names tied to NVIDIA-powered systems. Article Title

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.