14,236 Shares in Dell Technologies Inc. $DELL Acquired by New England Research & Management Inc.

New England Research & Management Inc. acquired a new stake in Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 14,236 shares of the technology company’s stock, valued at approximately $1,792,000.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares during the period. Sivia Capital Partners LLC bought a new stake in Dell Technologies in the 2nd quarter valued at about $328,000. Kingsview Wealth Management LLC raised its stake in Dell Technologies by 37.0% in the 2nd quarter. Kingsview Wealth Management LLC now owns 3,416 shares of the technology company’s stock valued at $419,000 after acquiring an additional 923 shares during the period. Wealthspire Advisors LLC purchased a new stake in Dell Technologies during the second quarter valued at about $291,000. Finally, Ensign Peak Advisors Inc boosted its position in Dell Technologies by 347.9% during the second quarter. Ensign Peak Advisors Inc now owns 200,610 shares of the technology company’s stock worth $24,595,000 after purchasing an additional 155,816 shares during the period. 76.37% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Dell Technologies

In related news, insider Jennifer D. Saavedra sold 10,200 shares of the business’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 252,715 shares in the company, valued at $36,643,675. The trade was a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the completion of the transaction, the director owned 92 shares in the company, valued at $14,009.76. This represents a 99.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,540,917 shares of company stock valued at $230,215,036 in the last ninety days. 42.00% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

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

Dell Technologies Trading Up 1.0%

DELL stock opened at $158.27 on Friday. The firm has a 50 day moving average of $128.55 and a 200-day moving average of $133.88. The firm has a market capitalization of $104.88 billion, a P/E ratio of 18.15, a price-to-earnings-growth ratio of 0.74 and a beta of 0.97. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $169.90.

Dell Technologies (NYSE:DELL) last posted its 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. 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 for the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the prior year, the firm posted $2.68 EPS. Dell Technologies’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. Sell-side analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The firm also recently disclosed 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 represents a $2.52 dividend on an annualized basis and a dividend yield of 1.6%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

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.