Kaufman Rossin Wealth LLC Acquires New Position in Dell Technologies Inc. $DELL

Kaufman Rossin Wealth LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, HoldingsChannel.com reports. The fund bought 1,243 shares of the technology company’s stock, valued at approximately $204,000.

A number of other hedge funds have also bought and sold shares of the stock. Campbell Capital Management Inc. raised its stake in shares of Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after purchasing an additional 20,362 shares during the last quarter. ProShare Advisors LLC boosted its position 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 last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in Dell Technologies in the 4th quarter worth approximately $23,332,000. Tectonic Advisors LLC purchased a new position in Dell Technologies during the 4th quarter worth approximately $5,620,000. Finally, B. Metzler seel. Sohn & Co. AG lifted its stake in Dell Technologies by 156.2% during the 3rd quarter. B. Metzler seel. Sohn & Co. AG now owns 119,263 shares of the technology company’s stock valued at $16,908,000 after acquiring an additional 72,712 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $418.38 on Tuesday. The company has a market capitalization of $271.16 billion, a PE ratio of 33.23, a price-to-earnings-growth ratio of 0.88 and a beta of 1.30. The company’s fifty day moving average price is $292.73 and its 200 day moving average price is $191.01. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL) last released 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. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the previous year, the company earned $1.55 earnings per share. The firm’s revenue for the quarter was up 87.5% on a year-over-year basis. 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 analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Dell Technologies Dividend Announcement

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 given 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 yield of 0.6%. Dell Technologies’s dividend payout ratio is currently 20.02%.

Insider Buying and Selling

In related news, General Counsel Richard J. Rothberg sold 20,000 shares of Dell Technologies stock in a transaction on Monday, June 15th. The shares were sold at an average price of $410.00, for a total value of $8,200,000.00. Following the sale, the general counsel owned 142,415 shares of the company’s stock, valued at approximately $58,390,150. This trade represents a 12.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $403.12, for a total transaction of $15,938,155.44. Following the transaction, the director owned 69,916 shares of the company’s stock, valued at $28,184,537.92. This represents a 36.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 3,873,252 shares of company stock valued at $1,391,926,654 in the last 90 days. Corporate insiders own 41.50% of the company’s stock.

Analysts Set New Price Targets

DELL has been the topic of a number of research reports. Wells Fargo & Company increased their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. HSBC upgraded shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Sanford C. Bernstein upped their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. UBS Group set a $700.00 price target on Dell Technologies in a research report on Friday, May 29th. Finally, Weiss Ratings raised Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $475.76.

More Dell Technologies News

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

• Positive Sentiment: Dell introduced the PowerEdge XE8812 server at ISC High Performance 2026, a new AI/HPC system built around NVIDIA Vera Rubin NVL4 architecture and designed to support up to 144 GPUs per rack. This strengthens Dell’s position in enterprise AI infrastructure and is likely helping sentiment. Article Title
• Positive Sentiment: Investors are still reacting to Dell’s strong recent earnings update, which showed sharply higher revenue, large AI orders, and a record AI backlog. That gives the market more confidence that demand for Dell’s servers and related hardware remains robust. Article Title
• Positive Sentiment: Multiple articles highlighted Dell as an attractive AI/data-center play and noted that its valuation remains relatively appealing versus the broader market, which may be supporting additional buying interest. Article Title
• Neutral Sentiment: Other coverage linked Dell’s move to a broader AI server rally across the sector, suggesting the stock is benefiting from strong momentum in hardware names tied to NVIDIA-powered systems. Article Title

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.