Dell Technologies Inc. $DELL Shares Purchased by PensionDanmark Pensionsforsikringsaktieselskab

PensionDanmark Pensionsforsikringsaktieselskab boosted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 2.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,696 shares of the technology company’s stock after purchasing an additional 1,273 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Dell Technologies were worth $25,756,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of DELL. Ariadne Wealth Management LP lifted its holdings in Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after acquiring an additional 49 shares during the last quarter. Bell Investment Advisors Inc increased its stake in Dell Technologies by 19.3% during the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after acquiring an additional 52 shares during the last quarter. Vectors Research Management LLC raised its position in Dell Technologies by 0.4% in the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after purchasing an additional 55 shares during the period. Raleigh Capital Management Inc. lifted its stake in shares of Dell Technologies by 6.9% in the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after purchasing an additional 67 shares during the last quarter. Finally, Equitable Trust Co. grew its holdings in shares of Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after purchasing an additional 71 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent analyst reports. HSBC raised Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Mizuho boosted their price target on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Roth Capital began coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set a “buy” rating for the company. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Truist Financial boosted their price target on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus price target of $494.67.

Dell Technologies Trading Down 5.1%

NYSE DELL opened at $438.90 on Friday. The business’s 50 day moving average is $416.56 and its two-hundred day moving average is $258.89. The stock has a market capitalization of $284.46 billion, a price-to-earnings ratio of 34.86, a PEG ratio of 0.99 and a beta of 1.33. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $485.70.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the firm earned $1.55 EPS. The business’s revenue was up 87.5% on a year-over-year basis. 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. Equities analysts forecast that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were given a $0.63 dividend. The ex-dividend date was Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s payout ratio is currently 20.02%.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the firm’s stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the transaction, the director directly owned 43,961 shares of the company’s stock, valued at $19,938,071.94. This trade represents a 44.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $26,982,001.68. Following the sale, the director owned 89,222 shares of the company’s stock, valued at approximately $40,465,745.88. This represents a 40.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 3,434,758 shares of company stock worth $1,448,870,683 over the last ninety days. 41.50% of the stock is currently owned by company insiders.

Dell Technologies News Summary

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

• Positive Sentiment: Dell’s AI-infrastructure opportunity remains a key bullish driver. Recent projects, including the Volta AI factory and Texas A&M’s IGNITE platform, add to its backlog, while partnerships with Nvidia, AMD and Microsoft support continued demand for accelerated servers. Analysts cited in recent coverage continue to see upside, with several price targets near $500 or higher. Dell Technologies Could Be 4% Below Fair Value on AI Infrastructure Wins
• Positive Sentiment: Dell’s latest quarterly performance provides fundamental support: revenue rose 87.5% year over year to $43.84 billion, and adjusted earnings substantially exceeded consensus estimates. Management also raised its fiscal 2027 outlook, highlighting strong AI-optimized server demand and orders. Dell Slips as Peer Earnings Pressure AI Server Trade
• Neutral Sentiment: Some analysts argue Dell can continue benefiting from rising enterprise IT spending despite trading close to a record high. However, the stock’s substantial recent gains increase sensitivity to profit-taking and changes in expectations. After a 250% Rally, Dell Stock Still Has Room to Run
• Negative Sentiment: The immediate pressure appears to be a sympathy selloff in AI-server stocks after Super Micro Computer reported a weaker quarter and softer near-term outlook. Investors may be questioning whether the sector’s rapid growth rates can be sustained ahead of Dell’s next earnings report, scheduled for September 3, 2026. Dell Slips as Peer Earnings Pressure AI Server Trade
• Negative Sentiment: Reported insider activity shows extensive selling and no open-market purchases over the past six months, including sales by senior executives. While these transactions may reflect diversification or scheduled selling, they can add caution after the stock’s steep advance. Dell Insider Trading Activity

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.