PKO BP BANKOWY Universal Pension Society JSC Invests $12.28 Million in Dell Technologies Inc. $DELL

PKO BP BANKOWY Universal Pension Society JSC bought a new position in Dell Technologies Inc. (NYSE:DELL) in the 4th quarter, HoldingsChannel reports. The fund bought 97,552 shares of the technology company’s stock, valued at approximately $12,280,000. Dell Technologies comprises approximately 6.2% of PKO BP BANKOWY Universal Pension Society JSC’s portfolio, making the stock its 6th largest holding.

Several other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after acquiring an additional 1,355,841 shares in the last quarter. State Street Corp grew its position in shares of Dell Technologies by 2.5% in the 3rd quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock worth $2,048,613,000 after acquiring an additional 350,941 shares in the last quarter. Invesco Ltd. grew its position in shares of Dell Technologies by 82.3% in the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after acquiring an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. grew its position in shares of Dell Technologies by 19.9% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock worth $544,670,000 after acquiring an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP grew its position in shares of Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell unveiled expanded AI Factory offerings with Nvidia, including new production-ready agentic AI tools and a turnkey PowerRack solution, reinforcing demand for Dell’s AI servers, storage, and networking products. Dell Technologies Delivers Production-Ready Agentic AI from Deskside to Data Center
• Positive Sentiment: Management highlighted growing AI demand, including reports that Dell added 1,000 new enterprise AI customers and is seeing strong traction in AI Factory deployments, which supports the bullish outlook for its infrastructure business. Dell Stock Slides despite Adding 1000 New Enterprise AI Customers
• Positive Sentiment: Bank of America raised its price target on Dell to $280 from $246 and reiterated a Buy rating, citing robust AI server demand and the potential for a strong Q1 beat. Dell Could Deliver Strong Q1 Beat As AI Server Demand Remains Robust, Says BofA
• Positive Sentiment: Dell’s latest comments with Nvidia CEO Jensen Huang emphasized rising demand for memory and AI infrastructure, which underscores the strength of the broader AI hardware cycle. Nvidia CEO Huang Sees Demand for Memory Outpacing Capacity
• Neutral Sentiment: Several Dell World announcements and interviews are centered on future AI adoption, enterprise agentic AI, and supply-chain scaling; these are strategically important but do not yet confirm near-term financial results. Dell Technologies World 2026: Biggest Dell AI Factory With Nvidia Innovation
• Neutral Sentiment: Dell is also expanding its AI PC lineup and working on additional partnerships, which broadens the growth story but is less immediately tied to the stock’s move than the AI server momentum. Dell expands AI PC lineup with new slim Dell 14s and 16s laptops

Dell Technologies Trading Down 1.6%

Shares of NYSE DELL opened at $238.12 on Tuesday. The company has a market cap of $153.77 billion, a price-to-earnings ratio of 27.31, a price-to-earnings-growth ratio of 0.98 and a beta of 0.99. Dell Technologies Inc. has a 12-month low of $106.38 and a 12-month high of $263.99. The stock’s 50 day simple moving average is $190.29 and its 200 day simple moving average is $150.48.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s revenue was up 39.5% on a year-over-year basis. During the same quarter last year, the business posted $2.68 EPS. 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 fiscal 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 issued a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.1%. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Barclays lifted their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Piper Sandler decreased their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Citigroup raised their price target on Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Finally, Wall Street Zen downgraded Dell Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $196.58.

Insider Activity

In other Dell Technologies news, CFO David Alan Kennedy sold 19,500 shares of Dell Technologies stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the sale, the chief financial officer owned 183,097 shares of the company’s stock, valued at $33,420,695.41. The trade was a 9.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares in the company, valued at $3,593,535. The trade was a 86.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 3,571,688 shares of company stock worth $576,654,105 over the last ninety days. 42.00% of the stock is currently owned by company insiders.

About Dell Technologies

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.