5,805 Shares in Dell Technologies Inc. $DELL Bought by A. D. Beadell Investment Counsel Inc.

A. D. Beadell Investment Counsel Inc. acquired a new position in Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, Holdings Channel reports. The fund acquired 5,805 shares of the technology company’s stock, valued at approximately $730,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of Dell Technologies by 3.3% in the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock valued at $4,265,237,000 after purchasing an additional 964,080 shares during the last quarter. State Street Corp raised its holdings in shares of Dell Technologies by 2.5% in the third quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock worth $2,048,613,000 after acquiring an additional 350,941 shares during the last quarter. Invesco Ltd. lifted its position in shares of Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after acquiring an additional 2,191,317 shares in the last quarter. Norges Bank purchased a new stake in shares of Dell Technologies in the second quarter valued at $528,279,000. Finally, Ameriprise Financial Inc. boosted its stake in shares of Dell Technologies by 19.9% during the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after acquiring an additional 637,189 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: Strong AI/server demand and renewed analyst attention are supporting revenue expectations and sentiment; several industry notes highlight Dell as a primary AI infrastructure beneficiary. Read More.
• Positive Sentiment: Product catalysts — Dell unveiled refreshed commercial PCs and peripherals built for on‑device AI and enterprise security, which can help near‑term commercial refresh cycles. Read More.
• Positive Sentiment: Partnerships for AI capacity — deals to deploy GPU clusters (e.g., with HIVE) bolster Dell’s exposure to large enterprise and cloud AI workloads. Read More.
• Positive Sentiment: Dividend raise signals cash‑return discipline (quarterly dividend raised to $0.63), which may attract yield‑oriented investors and reduce downside volatility. Read More.
• Positive Sentiment: Recent earnings beat and raised guidance underpin the bullish narrative: revenue and EPS topped expectations in late February, providing a solid fundamental backdrop. Read More.
• Neutral Sentiment: Sector dynamics — broader enterprise spending on servers and easing memory headwinds help Dell, but competitors (HP, Super Micro, others) are also pushing AI‑PC and server plays. Read More.
• Neutral Sentiment: Options and trading flows show bullish retail/institutional tilt in recent coverage, which can amplify moves in either direction as news arrives. Read More.
• Negative Sentiment: Significant insider selling has accelerated (large block sales disclosed recently), a near‑term psychological headwind that can trigger selling pressure despite corporate performance. Read More.
• Negative Sentiment: Valuation and execution concerns: some contrarian analysis warns that backlog and AI demand don’t eliminate execution risk — a disappointment in order conversion or margins could pressure the richly rerated stock. Read More.

Insider Activity

In related news, Director V (Gp) L.L.C. Slta sold 459,999 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $162.25, for a total value of $74,634,837.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CMO Jane Tunnell sold 28,529 shares of Dell Technologies stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the sale, the chief marketing officer owned 53,373 shares in the company, valued at $8,139,916.23. This represents a 34.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,595,522 shares of company stock worth $403,091,708 over the last three months. 42.00% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages recently weighed in on DELL. Morgan Stanley boosted 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. Weiss Ratings raised shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. Barclays lifted their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Citigroup reduced their price target on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Finally, The Goldman Sachs Group assumed coverage on Dell Technologies in a research report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective for the company. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $164.22.

Dell Technologies Stock Performance

DELL stock opened at $172.07 on Friday. The firm has a market cap of $111.11 billion, a P/E ratio of 19.73, a price-to-earnings-growth ratio of 0.72 and a beta of 0.97. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $186.39. The stock has a 50-day simple moving average of $134.05 and a 200-day simple moving average of $135.55.

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

Dell Technologies Increases Dividend

The company 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 $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.5%. 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 payout ratio is currently 28.90%.

Dell Technologies Company 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.