Seneca House Advisors Acquires New Position in Dell Technologies Inc. $DELL

Seneca House Advisors acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,610 shares of the technology company’s stock, valued at approximately $264,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Bell Investment Advisors Inc lifted its holdings in shares of Dell Technologies by 19.3% in the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after purchasing an additional 52 shares during the last quarter. Raleigh Capital Management Inc. grew its stake in Dell Technologies by 6.9% during the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after buying an additional 67 shares during the last quarter. Equitable Trust Co. increased its position in Dell Technologies by 2.9% in the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after buying an additional 71 shares during the period. Lindenwold Advisors INC increased its position in Dell Technologies by 1.0% in the third quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock worth $1,302,000 after buying an additional 87 shares during the period. Finally, Ancora Advisors LLC lifted its stake in Dell Technologies by 18.6% in the third quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock valued at $79,000 after buying an additional 87 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies Stock Down 3.3%

Dell Technologies stock traded down $15.08 during trading hours on Friday, hitting $435.14. 5,136,180 shares of the company traded hands, compared to its average volume of 7,311,403. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a market cap of $282.02 billion, a P/E ratio of 34.56, a P/E/G ratio of 0.93 and a beta of 1.31. The firm’s 50-day simple moving average is $354.07 and its two-hundred day simple moving average is $218.57.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating 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 business had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same period last year, the firm posted $1.55 earnings per share. The business’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. On average, equities research analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders 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 dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s payout ratio is currently 20.02%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. Evercore restated an “outperform” rating on shares of Dell Technologies in a research note on Wednesday. Bank of America lifted their price target on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a report on Friday, May 29th. Finally, Guggenheim upgraded Dell Technologies to a “buy” rating in a research report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $492.76.

More Dell Technologies News

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Insider Transactions at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 4,228,357 shares of company stock worth $1,544,916,338. Corporate insiders own 41.50% of the company’s stock.

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.