Valley Wealth Managers Inc. Acquires 9,590 Shares of Dell Technologies Inc. $DELL

Valley Wealth Managers Inc. increased its stake in Dell Technologies Inc. (NYSE:DELL) by 6.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 169,973 shares of the technology company’s stock after acquiring an additional 9,590 shares during the period. Dell Technologies makes up approximately 1.8% of Valley Wealth Managers Inc.’s investment portfolio, making the stock its 12th biggest position. Valley Wealth Managers Inc.’s holdings in Dell Technologies were worth $27,898,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Commonwealth Retirement Investments LLC purchased a new position in shares of Dell Technologies in the 4th quarter worth approximately $25,000. Rossby Financial LCC raised its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares during the period. Navalign LLC purchased a new stake in Dell Technologies during the 4th quarter valued at $29,000. Kemnay Advisory Services Inc. bought a new stake in Dell Technologies in the fourth quarter worth $29,000. Finally, WealthCollab LLC boosted its stake in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the period. 76.37% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on DELL. Evercore reissued an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, July 8th. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Argus upped their price target on shares of Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 29th. Daiwa Securities Group increased their price objective on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. Finally, William Blair assumed coverage on shares of Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating for the company. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Stock Up 1.5%

DELL stock opened at $397.18 on Friday. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The firm has a market cap of $257.42 billion, a price-to-earnings ratio of 31.55, a PEG ratio of 0.85 and a beta of 1.31. The business’s fifty day simple moving average is $372.69 and its two-hundred day simple moving average is $228.67.

Dell Technologies (NYSE:DELL) last issued 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 during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.55 earnings per share. 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 expect that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Announces Dividend

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

Insider Buying and Selling

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director owned 36,659 shares of the company’s stock, valued at $16,789,455.41. This represents a 82.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the transaction, the director owned 24,287 shares in the company, valued at $11,123,203.13. The trade was a 88.66% 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 have sold 3,434,758 shares of company stock worth $1,448,870,683. Corporate insiders own 41.50% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

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.