1,514 Shares in Dell Technologies Inc. $DELL Acquired by Tradewinds LLC.

Tradewinds LLC. acquired a new stake in Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, HoldingsChannel reports. The firm acquired 1,514 shares of the technology company’s stock, valued at approximately $248,000.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after acquiring an additional 1,355,841 shares in the last quarter. State Street Corp boosted its position in Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares during the last quarter. Geode Capital Management LLC grew its stake in Dell Technologies by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Invesco Ltd. grew its stake in Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. Finally, Deutsche Bank AG increased its position in Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

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.

Dell Technologies Stock Performance

Dell Technologies stock opened at $435.14 on Monday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The firm has a market capitalization of $282.02 billion, a PE ratio of 34.56, a PEG ratio of 0.93 and a beta of 1.31. The business’s 50-day simple moving average is $354.07 and its 200-day simple moving average is $219.22.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.55 EPS. 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. Research analysts forecast that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business 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. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on DELL shares. The Goldman Sachs Group lifted their price target on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a report on Monday, June 1st. Melius Research set a $565.00 price objective on Dell Technologies in a report on Friday, May 29th. Bank of America raised their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. lifted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Finally, Citic Securities increased their price target on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research note 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 issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $492.76.

Insider Activity at Dell Technologies

In related news, Director V (Gp) L.L.C. Slta sold 458,666 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the completion of the sale, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. 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. 41.50% of the stock is owned by 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.