Private Advisor Group LLC Has $9.74 Million Stock Holdings in Dell Technologies Inc. $DELL

Private Advisor Group LLC lowered its stake in Dell Technologies Inc. (NYSE:DELL) by 32.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 68,667 shares of the technology company’s stock after selling 32,923 shares during the quarter. Private Advisor Group LLC’s holdings in Dell Technologies were worth $9,735,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. Armstrong Advisory Group Inc. raised its stake in shares of Dell Technologies by 3.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after purchasing an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC grew its stake in shares of Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after buying an additional 71 shares in the last quarter. Westside Investment Management Inc. raised its position in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. Pinnacle Associates Ltd. grew its position in shares of Dell Technologies by 0.4% in the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after acquiring an additional 78 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC increased its stake in shares of Dell Technologies by 2.3% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock worth $504,000 after purchasing an additional 81 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Company fundamentals: Dell posted a sizable Q4 revenue and EPS beat driven by AI-server demand and a growing server backlog, which underpins optimism around a durable AI infrastructure ramp. What’s Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Shareholder returns: Dell raised its quarterly dividend ~20%, boosting yield and signaling management confidence — a tangible catalyst for income-focused investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Positive Sentiment: Analyst & institutional support: Several analysts have raised price targets and large mutual funds/institutions have increased positions, providing buying interest and higher target anchors. Mutual Funds Load Up On This Defense Name, Dell Stock
• Neutral Sentiment: Product & market expansion: Dell is pushing into edge AI (new rugged PowerEdge XR9700), expanding alliances and making acquisitions to broaden AI/edge offerings — strategically important but with execution and margin timing to watch. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Neutral Sentiment: Media/idea coverage: Dell is being highlighted in investment idea rundowns (Zacks, IBD), which keeps the name on screens but doesn’t add a single decisive catalyst. Buy 5 AI-Powered Stocks That Surged Past Month and Still Have Upside
• Negative Sentiment: Large insider selling: Director Ellen Kullman sold ~150k shares (~$21.8M) and other insiders (including Jennifer Saavedra) also executed sales this week — sizable disposals that can weigh on near-term sentiment. Insider Sale Filing — Ellen Jamison Kullman
• Negative Sentiment: Margin concerns: Coverage points to rising DRAM/component prices and a richer AI-server mix that could compress hardware gross margins even as revenue grows — a primary reason for recent pullbacks. Inside Dell’s Exploding AI Business
• Negative Sentiment: Sell‑pressure narrative: Reports summarizing multiple recent insider sales and profit‑taking after the post‑earnings rally have amplified short-term downside risk. Quiver Quant — Insider & Hedge Fund Activity

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Ellen Jamison Kullman sold 150,346 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Jennifer D. Saavedra sold 10,200 shares of Dell Technologies stock in a transaction on Monday, March 9th. The stock was sold at an average price of $145.00, for a total value of $1,479,000.00. Following the sale, the insider directly owned 252,715 shares of the company’s stock, valued at $36,643,675. This represents a 3.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,174,964 shares of company stock valued at $173,923,497 in the last ninety days. 42.00% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on DELL shares. Barclays raised their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research note on Friday, February 27th. Piper Sandler lowered their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dell Technologies in a research report on Wednesday, January 21st. UBS Group reduced their target price on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research note on Wednesday, November 26th. Finally, Daiwa Securities Group boosted their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $163.28.

Dell Technologies Stock Up 2.6%

Dell Technologies stock opened at $147.47 on Thursday. The stock has a market cap of $97.73 billion, a P/E ratio of 16.91, a P/E/G ratio of 0.67 and a beta of 0.97. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The company’s 50-day moving average price is $124.25 and its two-hundred day moving average price is $132.62.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the previous year, the company posted $2.68 earnings per share. The business’s revenue was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Equities analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.7%. Dell Technologies’s dividend payout ratio is presently 24.08%.

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.