Clough Capital Partners L P Has $15.05 Million Stake in Dell Technologies Inc. $DELL

Clough Capital Partners L P trimmed its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 45.7% in the fourth quarter, HoldingsChannel reports. The firm owned 119,532 shares of the technology company’s stock after selling 100,515 shares during the period. Clough Capital Partners L P’s holdings in Dell Technologies were worth $15,047,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC boosted its position in Dell Technologies by 968.4% in 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 last quarter. Kemnay Advisory Services Inc. bought a new position in Dell Technologies in the 4th quarter valued at $29,000. Navalign LLC bought a new position in Dell Technologies in the 4th quarter valued at $29,000. Finally, WealthCollab LLC boosted its position in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares during the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have commented on DELL. The Goldman Sachs Group increased their price objective on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Citic Securities increased their price objective on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Jefferies Financial Group lowered Dell Technologies to a “hold” rating in a research report on Monday, June 1st. HSBC upgraded Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Finally, JPMorgan Chase & Co. raised their price target on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

Key Dell Technologies News

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

• Positive Sentiment: Dell Federal Systems won a $1.44 billion U.S. Air Force contract, reinforcing the company’s growing government business and adding to optimism around enterprise demand. Dell Wins $1.44B Microsoft License Deal
• Positive Sentiment: Multiple reports pointed to surging AI server demand and said Dell may still be undervalued relative to its AI opportunity, supporting the bull case for continued growth. Dell’s Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand
• Positive Sentiment: Analysts and market commentary remained constructive, with several pieces noting Dell’s strong earnings, rising forecasts, and Buy ratings, which can support the stock’s upward trend. Dell Stock Looks Cheap Here With Higher Analyst Forecasts – Short Put Plays Are Attractive
• Positive Sentiment: Recent media attention also framed Dell as a trending momentum name, keeping trader interest elevated after its sharp rally this year. Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Dell declared a quarterly dividend of $0.63 per share, which is supportive for income investors but unlikely to be a major near-term stock driver. Dell Technologies Declares Quarterly Cash Dividend
• Neutral Sentiment: Dell completed a $3 billion senior notes offering, which improves capital flexibility but also adds leverage, making the impact mixed. Dell Technologies Completes $3 Billion Senior Notes Offering
• Negative Sentiment: Several insiders and Silver Lake-related directors sold shares recently, which can pressure sentiment even if the sales were preplanned or routine. SEC filing: Silver Lake Partners sale
• Negative Sentiment: One report warned that a memory crunch could disrupt server supply chains, a potential headwind for Dell’s AI and enterprise hardware shipments. Dell, HPE server supply upended by memory crunch

Insiders Place Their Bets

In other news, insider William F. Scannell sold 143,067 shares of the business’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares in the company, valued at $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the sale, the director owned 36,659 shares in the company, 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. In the last ninety days, insiders have sold 4,926,319 shares of company stock valued at $1,564,573,764. Insiders own 41.50% of the company’s stock.

Dell Technologies Stock Up 4.0%

NYSE:DELL opened at $420.10 on Thursday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $469.47. The firm has a market capitalization of $271.28 billion, a P/E ratio of 33.37, a P/E/G ratio of 0.87 and a beta of 1.30. The stock’s fifty day simple moving average is $278.85 and its 200-day simple moving average is $185.11.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate 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 for the quarter was up 87.5% on a year-over-year basis. During the same period in the previous year, the company posted $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. As a group, equities research analysts expect that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Dell Technologies Company 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.