Dell Technologies Inc. $DELL Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp reduced its position in shares of Dell Technologies Inc. (NYSE:DELL) by 15.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,783,590 shares of the technology company’s stock after selling 337,491 shares during the period. Bank of New York Mellon Corp’s holdings in Dell Technologies were worth $292,741,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in DELL. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the fourth quarter worth $25,000. Rossby Financial LCC grew its holdings in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Navalign LLC acquired a new stake in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies during the 4th quarter worth $29,000. Finally, WealthCollab LLC boosted its stake in shares of 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 hedge funds and other institutional investors.

Dell Technologies News Roundup

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?

Insider Buying and Selling

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the completion of the transaction, the director directly owned 67,990 shares of the company’s stock, valued at approximately $30,836,184.60. This trade represents a 50.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of Dell Technologies stock in a transaction on Friday, June 26th. The shares were sold at an average price of $396.37, for a total value of $6,611,055.23. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,434,758 shares of company stock worth $1,448,870,683 in the last quarter. Corporate insiders own 41.50% of the company’s stock.

Wall Street Analysts Forecast Growth

DELL has been the topic of several recent research reports. Raymond James Financial cut shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. Citic Securities increased their price target on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Roth Capital assumed coverage on shares of Dell Technologies in a report on Friday, May 29th. They issued a “buy” rating for the company. Royal Bank Of Canada initiated coverage on Dell Technologies in a research report on Friday, May 29th. They set an “outperform” rating for the company. Finally, JPMorgan Chase & Co. raised their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. One equities 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 assigned 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 $492.76.

Dell Technologies Stock Performance

Dell Technologies stock opened at $397.18 on Friday. The firm’s 50 day moving average price is $372.69 and its two-hundred day moving average price is $228.67. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The firm has a market cap of $257.42 billion, a price-to-earnings ratio of 31.55, a price-to-earnings-growth ratio of 0.84 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating the consensus estimate of $2.96 by $1.90. The business 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%. Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same period 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 predict that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

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

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.