AIA Group Ltd Has $2.90 Million Holdings in Dell Technologies Inc. $DELL

AIA Group Ltd increased its position in Dell Technologies Inc. (NYSE:DELL) by 217.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 20,483 shares of the technology company’s stock after buying an additional 14,027 shares during the period. AIA Group Ltd’s holdings in Dell Technologies were worth $2,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the company. Winnow Wealth LLC acquired a new stake in shares of Dell Technologies in the second quarter valued at about $25,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Dell Technologies during the 2nd quarter worth about $28,000. Johnson Financial Group Inc. boosted its stake in Dell Technologies by 66.2% during the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after purchasing an additional 100 shares during the period. WealthCollab LLC boosted its stake in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the period. Finally, State of Wyoming acquired a new stake in Dell Technologies in the 2nd quarter valued at approximately $33,000. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies News Summary

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

• Positive Sentiment: Renewed AI infrastructure momentum — Coverage highlights large enterprise AI orders/backlog and new AI product pushes (including announcements around GTC with NVIDIA) that support a multi‑year growth story for AI servers and services. This is the main catalyst behind investor enthusiasm. Article Title
• Positive Sentiment: Strong underlying results and guidance — Analysts and reports point to Dell’s record FY revenue, large AI-optimized server backlog, raised capital return (dividend hike and added buyback authorization) and management’s FY27 AI revenue target (~$50B), which underpin bullish analyst views and higher price targets. Article Title
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer publicly called DELL a buy, adding to retail interest and positive sentiment around the company’s positioning in enterprise AI. Article Title
• Neutral Sentiment: Mixed execution narrative — Dell is simultaneously reshaping costs (facility consolidation, hiring limits) and investing in AI voice/infrastructure partnerships; near‑term efficiency moves may help margins but create execution and timing uncertainty. Article Title
• Negative Sentiment: Significant insider selling — Filings show large share sales by director entities (IV (GP) L.L.C. and V (GP) L.L.C.) totaling many millions of dollars of stock sold in mid‑March, which investors often view as a negative signal on near‑term insider conviction. SEC Filing
• Negative Sentiment: Workforce reductions called out in multiple reports — Dell trimmed roughly 10% of its workforce (reported ~11,000 roles) as part of multi‑year cost actions; while this can boost near‑term margins, it signals persistent cost pressures and restructuring risk. Article Title

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, insider Jennifer D. Saavedra sold 10,200 shares of Dell Technologies stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the sale, the insider directly owned 252,715 shares of the company’s stock, valued at approximately $36,643,675. The trade was a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director V (Gp) L.L.C. Slta sold 237,431 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $154.40, for a total value of $36,659,346.40. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,512,388 shares of company stock valued at $225,864,078 in the last 90 days. Insiders own 42.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on DELL shares. The Goldman Sachs Group began coverage on Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target for the company. Evercore reaffirmed an “outperform” rating and set a $160.00 target price on shares of Dell Technologies in a research report on Thursday, February 19th. Morgan Stanley upped their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, UBS Group dropped their price objective on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $163.28.

Dell Technologies Trading Up 5.1%

DELL opened at $156.84 on Friday. The stock’s 50 day simple moving average is $127.79 and its 200-day simple moving average is $133.54. The stock has a market cap of $103.93 billion, a PE ratio of 17.99, a P/E/G ratio of 0.70 and a beta of 0.97. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $168.08.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business’s revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.68 earnings per share. 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. Equities analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.6%. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

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.