Relyea Zuckerberg Hanson LLC Purchases Shares of 1,388 Dell Technologies Inc. $DELL

Relyea Zuckerberg Hanson LLC acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, Holdings Channel reports. The fund acquired 1,388 shares of the technology company’s stock, valued at approximately $228,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Equitable Trust Co. lifted its position in Dell Technologies by 2.9% during the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after purchasing an additional 71 shares during the last quarter. Roman Butler Fullerton & Co. bought a new position in shares of Dell Technologies in the 1st quarter worth $333,000. Ibex Wealth Advisors purchased a new stake in shares of Dell Technologies during the 1st quarter valued at $482,000. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in shares of Dell Technologies during the 1st quarter worth $292,000. Finally, Demars Financial Group LLC grew its position in Dell Technologies by 114.9% in the first quarter. Demars Financial Group LLC now owns 9,527 shares of the technology company’s stock worth $1,564,000 after acquiring an additional 5,093 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Dell Technologies Stock Down 3.3%

Shares of NYSE:DELL traded down $15.08 during midday trading on Friday, hitting $435.14. 5,136,180 shares of the stock traded hands, compared to its average volume of 7,311,403. The business’s 50 day moving average is $354.07 and its two-hundred day moving average is $218.57. The stock has a market capitalization of $282.02 billion, a PE ratio of 34.56, a P/E/G ratio of 0.93 and a beta of 1.31. 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 results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.55 EPS. 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 forecast that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on DELL shares. Melius Research set a $565.00 price target on Dell Technologies in a research report on Friday, May 29th. CLSA upgraded Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. Evercore reissued an “outperform” rating on shares of Dell Technologies in a report on Wednesday. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Piper Sandler increased their price target on shares of Dell Technologies from $167.00 to $497.00 and gave the company an “overweight” rating in a research 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 data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $492.76.

Insiders Place Their Bets

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction on 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 transaction, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Jeffrey W. Clarke sold 116,000 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the completion of the sale, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at approximately $307,919,306.72. This represents a 6.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,228,357 shares of company stock worth $1,544,916,338 in the last ninety days. Insiders own 41.50% of the company’s stock.

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.