1,514 Shares in Dell Technologies Inc. $DELL Acquired by Tradewinds LLC.

Tradewinds LLC. bought a new stake in Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 1,514 shares of the technology company’s stock, valued at approximately $248,000.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. State Street Corp raised its stake in shares of Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Dell Technologies by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares during the period. Invesco Ltd. grew its position in Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Finally, Deutsche Bank AG increased its stake in Dell Technologies by 24.6% during the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after buying an additional 1,090,336 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insiders Place Their Bets

In other news, Director Lake Group L.L.C. Silver sold 16,679 shares of the stock in a transaction on Friday, June 26th. The stock was sold at an average price of $396.37, for a total value of $6,611,055.23. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 72,854 shares of the firm’s stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $427.15, for a total value of $31,119,586.10. Following the completion of the sale, the director directly owned 46,192 shares of the company’s stock, valued at approximately $19,730,912.80. This trade represents a 61.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,228,357 shares of company stock worth $1,544,916,338 in the last quarter. Corporate insiders own 41.50% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Roth Capital initiated coverage on shares of Dell Technologies in a research note on Friday, May 29th. They issued a “buy” rating for the company. CLSA raised Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Morgan Stanley upped their target price on Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. Finally, Citic Securities lifted their price target on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report 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 issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Stock Up 0.0%

NYSE:DELL opened at $435.14 on Monday. The stock has a fifty day simple moving average of $354.07 and a 200 day simple moving average of $219.22. The firm has a market capitalization of $282.02 billion, a price-to-earnings ratio of 34.56, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter in the previous year, the company earned $1.55 EPS. The business’s revenue for the quarter 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. Equities analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Announces Dividend

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

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.

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.