Platform Technology Partners Takes Position in Dell Technologies Inc. $DELL

Platform Technology Partners purchased a new position in Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 1,336 shares of the technology company’s stock, valued at approximately $219,000.

Other hedge funds have also modified their holdings of the company. Sound Income Strategies LLC raised its stake in Dell Technologies by 18.5% during the first quarter. Sound Income Strategies LLC now owns 577 shares of the technology company’s stock valued at $98,000 after purchasing an additional 90 shares in the last quarter. Keybank National Association OH boosted its position in shares of Dell Technologies by 18.6% during the first quarter. Keybank National Association OH now owns 12,600 shares of the technology company’s stock valued at $2,068,000 after buying an additional 1,979 shares during the period. Root Financial Partners LLC grew its position in Dell Technologies by 14.0% in the 1st quarter. Root Financial Partners LLC now owns 1,380 shares of the technology company’s stock valued at $227,000 after acquiring an additional 169 shares during the last quarter. Capital Asset Advisory Services LLC bought a new position in shares of Dell Technologies in the first quarter worth about $242,000. Finally, EJMK Ventures LLC bought a new position in Dell Technologies in the 1st quarter worth about $234,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

Dell Technologies Trading Down 0.0%

DELL stock opened at $394.29 on Friday. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47. The company has a market cap of $255.54 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 0.84 and a beta of 1.31. The firm has a 50-day moving average of $332.26 and a two-hundred day moving average of $208.05.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company’s revenue was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the company 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. As a group, equities analysts forecast that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages have issued reports on DELL. HSBC upgraded shares of Dell Technologies to a “buy” rating in a report on Friday, May 29th. Royal Bank Of Canada began coverage on Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating on the stock. TD Cowen upped their price target on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Piper Sandler increased their price objective on Dell Technologies from $167.00 to $497.00 and gave the company an “overweight” rating in a report on Friday, May 29th. Finally, Susquehanna set a $289.00 price objective on shares of Dell Technologies and gave the stock a “neutral” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.

Insider Activity at Dell Technologies

In other news, Director Lake Group L.L.C. Silver sold 16,679 shares of the stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $396.37, for a total value of $6,611,055.23. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total transaction of $15,938,155.44. Following the completion of the transaction, the director owned 69,916 shares of the company’s stock, valued at approximately $28,184,537.92. The trade was a 36.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 3,901,953 shares of company stock worth $1,403,598,971 over the last 90 days. 41.50% of the stock is currently owned by corporate 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.