Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Acquires New Shares in Dell Technologies Inc. $DELL

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in Dell Technologies Inc. (NYSE:DELL) in the first quarter, HoldingsChannel reports. The fund bought 1,777 shares of the technology company’s stock, valued at approximately $292,000.

A number of other institutional investors have also recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC bought a new position in Dell Technologies in the fourth quarter valued at about $25,000. Rossby Financial LCC lifted its stake 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 purchasing an additional 184 shares during the period. Navalign LLC purchased a new position in shares of Dell Technologies in the fourth quarter worth approximately $29,000. Kemnay Advisory Services Inc. bought a new stake in Dell Technologies during the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC increased its holdings 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 buying an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Evercore reportedly raised its price target on Dell Technologies (DELL) on stronger AI demand expectations, reinforcing the market’s view that Dell’s AI server business still has room to grow. Dell Technologies in spotlight as Evercore ups price target on AI prospects
• Positive Sentiment: Recent trading chatter and a “power inflow” signal point to strong buying pressure in DELL, with traders betting on continued momentum in the stock. Dell Shares Rise 4% After Key Trading Signal
• Positive Sentiment: Media attention around President Trump repeatedly urging Americans to “buy Dell” has added to the stock’s visibility and helped fuel momentum in DELL. Dell Stock Jumps After Trump Urges Americans to ‘Buy Dell Computers’
• Neutral Sentiment: Multiple disclosures showed large equity sales by Silver Lake-related directors at about $410.52 per share, which may raise questions about insider sentiment but do not necessarily change Dell’s operating outlook. SEC filing
• Negative Sentiment: The insider selling is sizable, with several directors cutting positions by more than 60%, which could weigh on investor confidence in Dell Technologies (DELL) even amid the bullish AI narrative. SEC filing
• Negative Sentiment: Separately, a July 6 filing changed Dell’s bylaws to tighten shareholder proposal requirements, which some investors may view as reducing governance influence. Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $431.97 on Thursday. The company has a market cap of $279.96 billion, a P/E ratio of 34.31, a P/E/G ratio of 0.89 and a beta of 1.31. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47. The firm’s fifty day moving average is $344.59 and its two-hundred day moving average is $214.76.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating 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 firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same quarter last year, the business posted $1.55 earnings per share. The business’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, analysts forecast that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Bank of America boosted their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Argus upped their price target on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Wells Fargo & Company lifted their price objective on Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a research report on Friday, May 29th. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Finally, Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $492.76.

Insiders Place Their Bets

In other news, Director Silver Lake Partners V. De (Aiv sold 36,982 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $410.52, for a total transaction of $15,181,850.64. Following the sale, the director directly owned 14,901 shares of the company’s stock, valued at $6,117,158.52. This represents a 71.28% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Spv-2 L.P. Sl sold 63,204 shares of the stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $410.52, for a total value of $25,946,506.08. Following the transaction, the director owned 30,167 shares of the company’s stock, valued at $12,384,156.84. This represents a 67.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 4,055,405 shares of company stock worth $1,471,039,891. Insiders own 41.50% of the company’s stock.

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.