Wealth Enhancement Advisory Services LLC Has $11.59 Million Holdings in Dell Technologies Inc. $DELL

Wealth Enhancement Advisory Services LLC decreased its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 41.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 93,521 shares of the technology company’s stock after selling 66,668 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Dell Technologies were worth $11,587,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Wedmont Private Capital increased its holdings in shares of Dell Technologies by 4.7% during the fourth quarter. Wedmont Private Capital now owns 2,786 shares of the technology company’s stock worth $335,000 after buying an additional 124 shares in the last quarter. Nordea Investment Management AB grew its position in Dell Technologies by 437.4% during the 4th quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock worth $98,578,000 after acquiring an additional 631,315 shares during the last quarter. Occidental Asset Management LLC grew its position in Dell Technologies by 2.4% during the 4th quarter. Occidental Asset Management LLC now owns 37,634 shares of the technology company’s stock worth $4,737,000 after acquiring an additional 882 shares during the last quarter. Procyon Advisors LLC increased its holdings in Dell Technologies by 62.2% in the 4th quarter. Procyon Advisors LLC now owns 16,154 shares of the technology company’s stock worth $2,033,000 after purchasing an additional 6,193 shares in the last quarter. Finally, Parisi Gray Wealth Management boosted its stake in shares of Dell Technologies by 4.1% during the fourth quarter. Parisi Gray Wealth Management now owns 3,634 shares of the technology company’s stock valued at $457,000 after purchasing an additional 144 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Down 4.5%

DELL stock opened at $175.72 on Friday. The firm has a market cap of $113.47 billion, a price-to-earnings ratio of 20.15, a PEG ratio of 0.75 and a beta of 0.97. The company’s fifty day simple moving average is $133.01 and its 200 day simple moving average is $135.21. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $186.39.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same period last year, the company posted $2.68 EPS. The business’s quarterly 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. Research analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be paid a $0.63 dividend. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analyst/market endorsement: CNBC and other outlets highlight Dell’s inclusion on bullish stock lists (Josh Brown) and broad analyst optimism that positions Dell as a primary beneficiary of enterprise AI/server spending — supporting upside sentiment. Dell is back on Josh Brown’s Best Stocks list
• Positive Sentiment: Product catalysts: Dell rolled out a redesigned commercial PC lineup and enterprise‑focused AI PCs and security features — moves that should help win refresh cycles and corporate wallet share. Dell AI PCs And Security Refresh
• Positive Sentiment: Peripherals and endpoints: New peripherals (mouse + keyboard) with rapid charging and all‑day battery life add to the commercial refresh story, increasing attach rates and recurring device spend. Dell’s new mouse and keyboard
• Positive Sentiment: Infrastructure partnerships: Dell’s deal with HIVE Digital to supply an A.I. GPU cluster shows traction with crypto/data‑center operators and reinforces demand for Dell’s server/GPU solutions. Dell Taps Canada’s HIVE Digital
• Positive Sentiment: Momentum and bullish flows: Coverage notes a strong YTD rally and positive momentum scores; some options-market commentary shows a bullish tilt, signaling investor positioning for further gains. Dell’s Enterprise AI Demand Drives Momentum
• Neutral Sentiment: Sector tailwinds and competition: Easing memory supply pressures and renewed CPU interest are lifting server/PC names broadly — this helps Dell but also benefits rivals (HP, Super Micro), so share gains are not guaranteed. Server Makers Move
• Neutral Sentiment: Zacks/industry notes: Industry commentary highlights Dell as a micro‑computer/enterprise beneficiary of AI spending despite consumer PC softness — supportive but dependent on enterprise capex cycles. Zacks Industry Outlook Highlights Dell
• Negative Sentiment: Insider selling: Multiple large insider sales (e.g., William Scannell sold ~143k shares) and a director offload totaling hundreds of millions in disclosures may raise governance/near‑term sentiment concerns. William Scannell Sale
• Negative Sentiment: Valuation & execution caution: Some analysts and contrarian pieces warn that a large AI backlog and strong momentum don’t remove execution risk — if demand or margins disappoint, the stock could retrace. Contrarian Valuation Piece

Insider Activity at Dell Technologies

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the transaction, the insider owned 21,779 shares in the company, valued at $3,593,535. This represents a 86.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,595,522 shares of company stock valued at $403,091,708 in the last ninety days. Insiders own 42.00% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on DELL shares. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Citic Securities lifted their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Piper Sandler lowered their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Barclays upped their price target on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Finally, Mizuho raised their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Seventeen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $164.22.

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.