Dell Technologies Inc. $DELL Position Increased by Hager Investment Management Services LLC

Hager Investment Management Services LLC raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 2,276.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,060 shares of the technology company’s stock after purchasing an additional 17,300 shares during the period. Dell Technologies comprises about 1.2% of Hager Investment Management Services LLC’s portfolio, making the stock its 29th largest holding. Hager Investment Management Services LLC’s holdings in Dell Technologies were worth $2,273,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in DELL. WealthCollab LLC increased its stake in Dell Technologies by 82.0% during 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. State of Wyoming bought a new stake in Dell Technologies during the second quarter valued at $33,000. Red Tortoise LLC bought a new stake in Dell Technologies during the third quarter valued at $36,000. Caldwell Trust Co bought a new stake in Dell Technologies during the second quarter valued at $42,000. Finally, J.Safra Asset Management Corp bought a new stake in Dell Technologies during the third quarter valued at $43,000. Institutional investors own 76.37% of the company’s stock.

Insiders Place Their Bets

In related news, Director V (Gp) L.L.C. Slta sold 459,999 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $162.25, for a total value of $74,634,837.75. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Richard Troy Sharp sold 1,538 shares of the company’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the sale, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at $1,198,557.80. The trade was a 16.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,595,522 shares of company stock valued at $403,091,708. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Stock Performance

Dell Technologies stock opened at $185.28 on Thursday. The firm has a market capitalization of $119.65 billion, a P/E ratio of 21.25, a P/E/G ratio of 0.71 and a beta of 0.88. The company has a 50-day simple moving average of $143.18 and a 200-day simple moving average of $138.16. Dell Technologies Inc. has a one year low of $71.12 and a one year high of $189.75.

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, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.68 earnings per share. 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, sell-side analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.4%. Dell Technologies’s dividend payout ratio is currently 24.08%.

Analyst Ratings Changes

Several analysts have weighed in on the stock. Evercore boosted their target price on shares of Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a research note on Thursday, March 26th. JPMorgan Chase & Co. lowered their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research report on Thursday, February 19th. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 21st. Barclays upped their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Finally, Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. 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 company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $168.74.

Key Dell Technologies News

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

• Positive Sentiment: Dell confirmed robust fundamentals (recent quarterly EPS and revenue beats, FY guidance) and an accelerating shift into AI servers, underpinning investor confidence. Dell trading and earnings summary
• Positive Sentiment: Dell and HIVE will deploy Nvidia’s next‑generation GPUs in a new GPU cluster — a direct revenue and backlog driver as customers scale AI infrastructure. Dell and HIVE partner to deploy Nvidia’s next-generation AI chips
• Positive Sentiment: Analysts are lifting price targets and reiterating buy views (BofA, Mizuho and others), citing secured supply through 2027 and scale advantages that favor Dell in AI server wins. Dell Stock Gets Price-Target Hikes After Breakout Mizuho increases price target
• Positive Sentiment: Dell pledged to grow its dividend ~10% annually through 2030 (recent raise was 20%), which supports the income/total‑return case for long‑term investors. Dividend pledge
• Neutral Sentiment: Analyst/notes and independent commentary (Seeking Alpha) suggest Super Micro’s operational troubles could hand Dell incremental share gains in servers, but this is contingent on sustained execution. Super Micro fallout analysis
• Neutral Sentiment: Regional business development (MoU with Sharjah Digital Department) expands Dell’s government AI footprint — incremental but not transformational in near term. Sharjah MoU
• Negative Sentiment: Headlines about AI-driven layoffs and workforce reductions are raising short‑term execution and morale risk, even if management says cuts are to reset costs for the AI transition. AI layoffs reset costs
• Negative Sentiment: Security guidance for employees in the Middle East after explicit threats adds geopolitical and operational risk to regional activities and could affect on‑the‑ground execution. Security guidance Middle East

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.