Dell Technologies Inc. $DELL Stake Increased by Woodard & Co. Asset Management Group Inc. ADV

Woodard & Co. Asset Management Group Inc. ADV increased its stake in Dell Technologies Inc. (NYSE:DELL) by 18.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 16,673 shares of the technology company’s stock after acquiring an additional 2,599 shares during the quarter. Woodard & Co. Asset Management Group Inc. ADV’s holdings in Dell Technologies were worth $2,099,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in DELL. Phoenix Financial Ltd. lifted its position in Dell Technologies by 95.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after buying an additional 16,488 shares in the last quarter. Stonegate Investment Group LLC lifted its position in Dell Technologies by 24,493.8% during the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after buying an additional 410,271 shares in the last quarter. Commerzbank Aktiengesellschaft FI lifted its position in Dell Technologies by 637.3% during the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after buying an additional 16,711 shares in the last quarter. Providence Capital Advisors LLC bought a new stake in Dell Technologies during the 3rd quarter worth about $7,060,000. Finally, Campbell Capital Management Inc. lifted its position in Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after buying an additional 20,362 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL opened at $210.23 on Friday. Dell Technologies Inc. has a 52 week low of $92.53 and a 52 week high of $221.50. The firm has a market cap of $135.76 billion, a P/E ratio of 24.11, a price-to-earnings-growth ratio of 0.85 and a beta of 0.99. The firm’s 50-day simple moving average is $169.13 and its 200 day simple moving average is $144.44.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the prior year, the business earned $2.68 EPS. Dell Technologies’s quarterly revenue was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. As a group, equities analysts forecast that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were paid a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.2%. Dell Technologies’s dividend payout ratio (DPR) is currently 28.90%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Evercore boosted their price objective on shares of Dell Technologies from $205.00 to $240.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. boosted their price objective on shares of Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. The Goldman Sachs Group boosted their price objective on shares of Dell Technologies from $215.00 to $230.00 in a research note on Thursday. Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. Finally, Piper Sandler lowered their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $184.47.

Insider Transactions at Dell Technologies

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Ellen Jamison Kullman sold 150,346 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director owned 65,662 shares in the company, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 3,571,688 shares of company stock worth $576,654,105. 42.00% of the stock is owned by company insiders.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell led AI-server peers in April, gaining the most of the group as investors reward exposure to agentic/AI server demand — a direct driver of revenue and margin outlook. Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
• Positive Sentiment: Goldman Sachs raised its price target on DELL to $230 (from $215), signaling stronger analyst conviction and providing fresh catalyst for buy-side flows. Goldman Sachs Lifts Dell Technologies Price Target to $230 From $215
• Positive Sentiment: Trust3 AI expanded a strategic partnership with Dell to deliver a secure, governed AI-ready data lakehouse — a commercial tie-up that supports pipeline growth for Dell’s data center and software offerings. Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed AI-Ready Data Lakehouse Infrastructure
• Positive Sentiment: Portfolio managers and commentators are highlighting Dell as a “downstream winner” from the latest AI cycle, reinforcing the idea that non-chip hardware and systems companies can capture durable demand. The downstream winners of the AI trade’s latest phase
• Positive Sentiment: Street commentary noted a new street-high price target on Dell as analysts bet agentic AI will sustain momentum into 2027, which can support multiple expansion. Dell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?
• Neutral Sentiment: Short-term market coverage notes DELL outpaced the broader market on recent sessions (momentum ahead of earnings), but trading volume remains below average — highlighting possible concentration of gains in sentiment-driven flows. Why Dell Technologies (DELL) Outpaced the Stock Market Today
• Neutral Sentiment: Peer upgrades (e.g., Bank of America lifting HPE) underline sector-wide bullishness on the next AI phase; positive for sentiment but increases competitive visibility for Dell. Bank of America Lifts Hewlett Packard Enterprise (HPE) Target

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.