BXM Wealth LLC Has $6.11 Million Stake in Dell Technologies Inc. $DELL

BXM Wealth LLC increased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 2,923.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 48,522 shares of the technology company’s stock after acquiring an additional 46,917 shares during the quarter. BXM Wealth LLC’s holdings in Dell Technologies were worth $6,108,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Twin Peaks Wealth Advisors LLC bought a new position in shares of Dell Technologies during the second quarter worth $28,000. WealthCollab LLC increased its position in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares in the last quarter. Red Tortoise LLC acquired a new stake in Dell Technologies during the 3rd quarter worth $36,000. State of Wyoming bought a new position in Dell Technologies during the second quarter worth about $33,000. Finally, Westside Investment Management Inc. lifted its holdings in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Trading Down 0.2%

Shares of DELL opened at $174.06 on Monday. The company’s fifty day simple moving average is $139.42 and its 200 day simple moving average is $137.22. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $186.39. The company has a market cap of $112.40 billion, a price-to-earnings ratio of 19.96, a PEG ratio of 0.71 and a beta of 0.88.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating 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 quarter in the prior year, the company earned $2.68 earnings per share. The business’s revenue for the quarter 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. As a group, research analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a $0.63 dividend. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. 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 presently 24.08%.

Insiders Place Their Bets

In other Dell Technologies news, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. The trade was a 86.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were 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 directly owned 92 shares of the company’s stock, valued at approximately $14,009.76. This trade represents a 99.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 2,595,522 shares of company stock valued at $403,091,708 in the last quarter. Company insiders own 42.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on DELL shares. Barclays boosted their price objective on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Raymond James Financial lifted their price target 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 upped their price target on shares of Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a report on Thursday, March 26th. Mizuho increased their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Finally, Piper Sandler dropped their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and an average price target of $166.89.

Dell Technologies News Summary

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

• Positive Sentiment: AI-driven server demand: Reports say Dell’s AI/server business is surging (servers up ~350%), fueling huge order flow and helping push the stock higher as investors price in stronger revenue and margin prospects. Dell Stock Jumps — It Rides AI Wave, Servers Soar 350%
• Positive Sentiment: Momentum + valuation case: Multiple analyses highlight a 1‑month move (~20%) and YTD gains, arguing the rally is supported by continued AI tailwinds and an attractive valuation relative to expected earnings growth. Assessing Dell Technologies (DELL) Valuation After Strong Multi Year Shareholder Returns
• Positive Sentiment: Analyst and buy-case coverage: Several outlets (Zacks, The Motley Fool, Seeking Alpha) point to a rising backlog, surging GPU/cloud orders and a low forward multiple, positioning DELL as a buy for AI infrastructure exposure. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Large enterprise win: Dell landed a multi-year private cloud deal with the London Stock Exchange Group, underscoring Dell’s strength in regulated, on‑premises AI/multi-cloud deployments and providing a recurring-revenue, blue‑chip reference. Dell Lands London Stock Exchange Cloud Role With Long-Term Investor Implications
• Positive Sentiment: Institutional attention: Truist initiated coverage recently, which can increase analyst focus and institutional flows into DELL shares. Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
• Neutral Sentiment: Management continuity: Profiles on CFO David Kennedy highlight deep institutional knowledge and stability in the finance team — supportive for execution but not a catalyst by itself. Dell’s CFO built a 27-year career without leaving the company. Here’s how he kept moving up
• Neutral Sentiment: Product and channel news: Brand/product roundups (e.g., best Dell laptops) and partner program recognitions bolster market positioning but have limited immediate impact on enterprise/server revenue. The Best Dell Laptops for 2026 Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
• Negative Sentiment: Macro/industry risk — layoffs and reorgs: Broader reports of tech layoffs as firms reallocate to AI create short‑term demand uncertainty for some product lines and could pressure services/PC spend in parts of the market. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments

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.