B. Metzler seel. Sohn & Co. AG Purchases 72,712 Shares of Dell Technologies Inc. $DELL

B. Metzler seel. Sohn & Co. AG raised its position in shares of Dell Technologies Inc. (NYSE:DELL) by 156.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 119,263 shares of the technology company’s stock after purchasing an additional 72,712 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Dell Technologies were worth $16,908,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Rathbones Group PLC lifted its stake in shares of Dell Technologies by 21.4% during the 3rd quarter. Rathbones Group PLC now owns 2,497 shares of the technology company’s stock valued at $354,000 after buying an additional 440 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. increased its stake in Dell Technologies by 17.1% in the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 8,655 shares of the technology company’s stock worth $1,227,000 after buying an additional 1,262 shares in the last quarter. CreativeOne Wealth LLC increased its stake in Dell Technologies by 83.5% in the 3rd quarter. CreativeOne Wealth LLC now owns 8,724 shares of the technology company’s stock worth $1,237,000 after buying an additional 3,971 shares in the last quarter. Korea Investment CORP raised its holdings in Dell Technologies by 17.5% during the third quarter. Korea Investment CORP now owns 236,876 shares of the technology company’s stock valued at $33,582,000 after acquiring an additional 35,295 shares during the period. Finally, Grantham Mayo Van Otterloo & Co. LLC purchased a new position in shares of Dell Technologies in the third quarter valued at about $1,096,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Stock Down 0.1%

Dell Technologies stock opened at $146.39 on Friday. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The firm’s fifty day moving average is $123.12 and its 200 day moving average is $132.26. The company has a market cap of $97.01 billion, a price-to-earnings ratio of 16.79, a PEG ratio of 0.68 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same period last year, the company posted $2.68 EPS. The business’s 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. On average, equities research analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.7%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

Insider Activity at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 4,417 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $146.75, for a total value of $648,194.75. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director directly owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,085,418 shares of company stock worth $160,431,302 over the last three months. 42.00% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

DELL has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. dropped their price objective on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Citic Securities boosted their price target on Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Wall Street Zen upgraded Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. The Goldman Sachs Group started coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price objective on the stock. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Sixteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $163.28.

Dell Technologies News Summary

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

• Positive Sentiment: Record quarter and AI demand — Dell reported record revenue and earnings driven by robust AI server demand, raised its dividend and expanded its buyback program, and highlighted new AI-focused products and partnerships (positive catalysts for revenue, margins and capital returns). Dell Earnings Highlight AI Server Growth
• Positive Sentiment: AI server backlog and ISG momentum — Dell’s Infrastructure Solutions Group posted record revenues with a large backlog (~$43B) and management projects roughly $50B in AI-related revenue for FY27, supporting forward revenue visibility. ISG Revenue Growth Strengthens
• Positive Sentiment: Analyst upgrades and momentum coverage — Daiwa raised its price target to $170 and kept an outperform rating, while multiple outlets (Zacks, Yahoo, MarketBeat) highlight Dell as a momentum/value play after the beat and strong cash generation. These note higher upside and institutional support. Daiwa PT Raise
• Neutral Sentiment: Valuation/price momentum — Coverage points out a recent sharp share rally (strong weekly/monthly gains), prompting re‑assessments of valuation and whether upside is already priced in; this is informational but increases sensitivity to near-term data. Assessing Valuation After Surge
• Neutral Sentiment: Industry positioning — Dell is featured in data-center/AI market reports as a leader alongside Broadcom and HPE, confirming strategic positioning but not changing near-term fundamentals by itself. Data Center Solutions Report
• Negative Sentiment: Insider/director selling — SEC filings show large director sales on March 2 (hundreds of thousands of shares sold), which can sap sentiment and trigger near-term selling pressure even when results are strong. SEC Filing – Director Sale

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.