Keybank National Association OH Grows Holdings in Dell Technologies Inc. $DELL

Keybank National Association OH boosted its position in Dell Technologies Inc. (NYSE:DELL) by 18.6% in the first quarter, HoldingsChannel reports. The firm owned 12,600 shares of the technology company’s stock after buying an additional 1,979 shares during the quarter. Keybank National Association OH’s holdings in Dell Technologies were worth $2,068,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Root Financial Partners LLC lifted its position in shares of Dell Technologies by 14.0% during the 1st quarter. Root Financial Partners LLC now owns 1,380 shares of the technology company’s stock worth $227,000 after buying an additional 169 shares in the last quarter. Capital Asset Advisory Services LLC purchased a new stake in shares of Dell Technologies during the first quarter valued at approximately $242,000. EJMK Ventures LLC purchased a new stake in shares of Dell Technologies during the first quarter valued at approximately $234,000. CHICAGO TRUST Co NA bought a new stake in Dell Technologies during the first quarter worth $240,000. Finally, Palouse Capital Management Inc. purchased a new position in Dell Technologies in the first quarter worth $2,948,000. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In other news, General Counsel Richard J. Rothberg sold 20,000 shares of Dell Technologies stock in a transaction on Monday, June 15th. The stock was sold at an average price of $410.00, for a total value of $8,200,000.00. Following the completion of the transaction, the general counsel directly owned 142,415 shares in the company, valued at approximately $58,390,150. The trade was a 12.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Spv-2 L.P. Sl sold 34,257 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $13,809,681.84. Following the sale, the director owned 91,809 shares in the company, valued at approximately $37,010,044.08. The trade was a 27.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 3,901,953 shares of company stock worth $1,403,598,971. Company insiders own 41.50% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Melius Research set a $565.00 price objective on Dell Technologies in a research note on Friday, May 29th. Raymond James Financial downgraded shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. William Blair started coverage on shares of Dell Technologies in a research report on Monday, June 1st. They set a “neutral” rating for the company. The Goldman Sachs Group raised their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Finally, Bank of America boosted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $490.38.

Dell Technologies Stock Performance

DELL stock opened at $394.29 on Monday. The company has a market capitalization of $255.54 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 0.84 and a beta of 1.31. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47. The stock has a fifty day moving average of $332.26 and a 200-day moving average of $208.59.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter last year, the company earned $1.55 earnings per share. The company’s revenue 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. Equities analysts predict that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Announces Dividend

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

More Dell Technologies News

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

• Positive Sentiment: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

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.