Dell Technologies Inc. $DELL Shares Purchased by BDF Gestion

BDF Gestion raised its holdings in Dell Technologies Inc. (NYSE:DELL) by 75.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 19,204 shares of the technology company’s stock after acquiring an additional 8,279 shares during the period. BDF Gestion’s holdings in Dell Technologies were worth $2,417,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the second quarter worth $28,000. Johnson Financial Group Inc. increased its stake in Dell Technologies by 66.2% in the second 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 last quarter. WealthCollab LLC increased its stake in Dell Technologies by 82.0% in the second 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 last quarter. Red Tortoise LLC purchased a new position in Dell Technologies during the third quarter worth about $36,000. Finally, State of Wyoming acquired a new stake in Dell Technologies in the 2nd quarter worth about $33,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In other Dell Technologies news, CMO Jane Tunnell sold 28,529 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total transaction of $4,350,957.79. Following the completion of the sale, the chief marketing officer owned 53,373 shares in the company, valued at $8,139,916.23. This trade represents a 34.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $154.40, for a total value of $36,659,346.40. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,542,455 shares of company stock valued at $230,444,598. 42.00% of the stock is currently owned by insiders.

Dell Technologies Stock Up 4.5%

DELL opened at $164.74 on Tuesday. The firm’s 50 day moving average is $129.43 and its 200-day moving average is $134.22. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $169.90. The firm has a market capitalization of $106.38 billion, a P/E ratio of 18.89, a P/E/G ratio of 0.74 and a beta of 0.96.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $31.60 billion. During the same period in the prior year, the firm earned $2.68 earnings per share. The business’s quarterly revenue was up 39.5% compared to the same quarter last year. 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 expect 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 paid a dividend of $0.63 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s payout ratio is 24.08%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on DELL. Raymond James Financial upped their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Evercore reissued an “outperform” rating and issued a $160.00 target price on shares of Dell Technologies in a research report on Thursday, February 19th. The Goldman Sachs Group initiated coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target for the company. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Finally, JPMorgan Chase & Co. decreased their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Seventeen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $164.22.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell rolled out expanded cybersecurity and resilience offerings targeting AI deployments and emerging quantum risks — a product push that reinforces its AI/server market positioning and could drive incremental enterprise spending. Dell Technologies Expands Cybersecurity and Resilience for the AI Era and Emerging Quantum Risks
• Positive Sentiment: Bank of America raised its price target on DELL to $172 and reiterated a Buy, providing fresh analyst support that likely contributed to the stock move. Price Target Raise Coverage
• Positive Sentiment: Major sell‑side and independent analysts remain constructive on Dell’s AI-server demand; a five‑star analyst note highlighted continued upside from strong enterprise AI spending. Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
• Positive Sentiment: Market coverage and trade‑day summaries noted Dell shares spiking after the company enhancements and the BofA move, indicating positive intraday momentum amid a broader market rally. Why Dell Stock Is Rising Today
• Neutral Sentiment: Broader market tailwinds — including easing geopolitical risk and a strong tape — are supporting tech names generally, which benefits Dell alongside company‑specific news. Geopolitical Thaw: Why This Rally Has Legs
• Negative Sentiment: Several insiders have sold shares recently (CAO Richard Troy Sharp, the CMO, and a director reported large dispositions). Persistent insider selling can create caution among some investors, even if filings don’t indicate diminished confidence in operations. Insider Sale: Richard Troy Sharp CMO Sale Coverage Director Sale Coverage
• Negative Sentiment: A contrarian analysis argues DELL may not be a buy despite a large reported AI backlog, warning that valuation and execution risks remain — a reminder of potential downside if AI demand or margins disappoint. Dell: Why It’s Not A Buy Despite A $43B AI Backlog

About Dell Technologies

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.