SEB Asset Management AB Invests $19.36 Million in Dell Technologies Inc. $DELL

SEB Asset Management AB acquired a new stake in Dell Technologies Inc. (NYSE:DELL) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 117,981 shares of the technology company’s stock, valued at approximately $19,364,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of DELL. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies in the 4th quarter worth approximately $25,000. Rossby Financial LCC grew its position in shares of Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares in the last quarter. Navalign LLC bought a new position in shares of Dell Technologies in the fourth quarter worth $29,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies in the fourth quarter worth $29,000. Finally, WealthCollab LLC raised its position in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $26,982,001.68. Following the transaction, the director owned 89,222 shares in the company, valued at $40,465,745.88. This trade represents a 40.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the business’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $396.37, for a total transaction of $6,611,055.23. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. Insiders own 41.50% of the company’s stock.

Dell Technologies Trading Up 0.2%

DELL opened at $397.18 on Monday. The stock has a market capitalization of $257.42 billion, a P/E ratio of 31.55, a PEG ratio of 0.85 and a beta of 1.31. The stock has a 50-day moving average price of $372.69 and a 200-day moving average price of $229.39. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $469.47.

Dell Technologies (NYSE:DELL) last announced 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. The company had revenue of $43.84 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 87.5% compared to the same quarter last year. During the same period last year, the firm posted $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. On average, equities research analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders 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 dividend payout ratio (DPR) is 20.02%.

Dell Technologies News Summary

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

Analyst Upgrades and Downgrades

Several research firms recently commented on DELL. UBS Group set a $700.00 target price on Dell Technologies in a research report on Friday, May 29th. Mizuho lifted their price target on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday, June 1st. HSBC raised Dell Technologies to a “buy” rating in a report on Friday, May 29th. Royal Bank Of Canada initiated coverage on shares of Dell Technologies in a research report on Friday, May 29th. They issued an “outperform” rating on the stock. Finally, Citic Securities lifted their target price on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have given 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 an average rating of “Moderate Buy” and an average price target of $492.76.

Dell Technologies 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.