Allspring Global Investments Holdings LLC Grows Holdings in Dell Technologies Inc. $DELL

Allspring Global Investments Holdings LLC grew its position in shares of Dell Technologies Inc. (NYSE:DELL) by 2.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 281,360 shares of the technology company’s stock after purchasing an additional 7,510 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Dell Technologies were worth $35,958,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Twin Peaks Wealth Advisors LLC acquired a new position in Dell Technologies in the second quarter valued at $28,000. WealthCollab LLC boosted its stake in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the last quarter. State of Wyoming purchased a new stake in Dell Technologies in the 2nd quarter valued at about $33,000. Red Tortoise LLC purchased a new stake in Dell Technologies in the third quarter valued at approximately $36,000. Finally, Caldwell Trust Co acquired a new position in shares of Dell Technologies in the 2nd quarter valued at $42,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have recently commented on DELL. Weiss Ratings downgraded Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Evercore lifted their price objective on Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a research note on Thursday, March 26th. Bank of America boosted their target price on Dell Technologies from $155.00 to $172.00 and gave the stock a “buy” rating in a report on Monday, March 23rd. Citigroup cut their price target on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Finally, Truist Financial started coverage on shares of Dell Technologies in a report on Tuesday. They set a “hold” rating and a $170.00 target price on the stock. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $166.89.

Insider Transactions at Dell Technologies

In related news, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the firm’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total transaction of $11,308,008.24. Following the transaction, the director directly owned 92 shares in the company, valued at $14,009.76. This trade represents a 99.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $162.25, for a total transaction of $74,634,837.75. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,595,522 shares of company stock valued at $403,091,708 over the last 90 days. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Price Performance

Dell Technologies stock opened at $174.06 on Friday. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $186.39. The company has a market capitalization of $112.40 billion, a price-to-earnings ratio of 19.96, a price-to-earnings-growth ratio of 0.69 and a beta of 0.88. The firm’s fifty day moving average price is $138.24 and its 200 day moving average price is $136.77.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating 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 company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same period in the prior year, the company posted $2.68 EPS. The firm’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. Analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business 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 is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is currently 28.90%.

Key Dell Technologies News

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

• Positive Sentiment: Multiple bullish analyst and media pieces cite a 17% one‑month rally driven by surging AI server orders, record backlog and attractive valuation — these narratives are lifting investor appetite for DELL. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Coverage from Zacks/TipRanks/Seeking Alpha and The Motley Fool echoes the same bullish thesis — long growth runway from AI infrastructure, improving revenue/earnings outlook and low forward multiples — reinforcing buy-side conviction. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Customer win: the London Stock Exchange selected Dell for on‑prem infrastructure and private cloud — a high‑profile reference account that validates Dell’s enterprise positioning for regulated, latency‑sensitive AI workloads. London Stock Exchange opts for Dell Technologies for on‑prem infrastructure and private cloud platform
• Positive Sentiment: Partner ecosystem strength: Connection earned Dell’s highest Titanium Black partner status — expands go‑to‑market reach and capacity to fulfill large enterprise deals tied to AI and hybrid cloud. Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
• Neutral Sentiment: Truist initiated coverage of Dell — initiation can increase visibility and flows; impact depends on the issued rating and price target (article notes coverage but not the stance). Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
• Neutral Sentiment: CEO Michael Dell will appear at Bank of America’s View From the Top event (April 7) — a potential near‑term catalyst for incremental commentary on backlog, margins and buyback/capital allocation. Dell Technologies to Present at Bank of America’s View From the Top CEO Series
• Positive Sentiment: Macro/sector signal — reports show companies are cutting jobs sequentially in March to redirect spending into AI infrastructure; that reallocation supports sustained demand for servers and storage where Dell is a key supplier. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments
• Positive Sentiment: Relative competitor weakness: HP shares have fallen over the last year despite a revenue beat, which can shift enterprise buyer preference and market share toward better‑performing suppliers like Dell. HP Shares Are Down 31% Over the Past Year Despite a Revenue Beat

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.