1,610 Shares in Dell Technologies Inc. $DELL Purchased by Seneca House Advisors

Seneca House Advisors purchased a new stake in Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,610 shares of the technology company’s stock, valued at approximately $264,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Campbell Capital Management Inc. grew its position in Dell Technologies by 34.0% during the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after acquiring an additional 20,362 shares during the period. ProShare Advisors LLC raised its holdings in Dell Technologies by 10.5% in the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after buying an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new position in shares of Dell Technologies in the 4th quarter valued at $23,332,000. Tectonic Advisors LLC purchased a new stake in Dell Technologies during the 4th quarter worth $5,620,000. Finally, Nordea Investment Management AB boosted its position in Dell Technologies by 437.4% during the 4th quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock worth $98,578,000 after purchasing an additional 631,315 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Down 3.3%

Shares of DELL traded down $15.08 during trading on Friday, reaching $435.14. The company’s stock had a trading volume of 5,136,180 shares, compared to its average volume of 7,311,403. The company has a market cap of $282.02 billion, a price-to-earnings ratio of 34.56, a P/E/G ratio of 0.93 and a beta of 1.31. The company has a fifty day moving average of $354.07 and a two-hundred day moving average of $218.57. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s revenue was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.55 earnings per share. 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 analysts forecast that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business 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 $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 458,666 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $177.24, for a total transaction of $81,293,961.84. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock in a transaction that occurred on Monday, June 1st. The stock was 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 owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. The trade was a 88.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 4,228,357 shares of company stock worth $1,544,916,338. 41.50% of the stock is currently owned by company insiders.

Trending Headlines about Dell Technologies

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.

Wall Street Analyst Weigh In

DELL has been the topic of a number of recent research reports. Roth Capital started coverage on Dell Technologies in a research note on Friday, May 29th. They set a “buy” rating on the stock. HSBC raised Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Melius Research set a $565.00 price objective on shares of Dell Technologies in a research note on Friday, May 29th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Finally, Citic Securities lifted their price target on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $492.76.

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.