76,242 Shares in Dell Technologies Inc. $DELL Acquired by 12th Street Asset Management Company LLC

12th Street Asset Management Company LLC acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 76,242 shares of the technology company’s stock, valued at approximately $9,597,000. Dell Technologies accounts for approximately 1.6% of 12th Street Asset Management Company LLC’s portfolio, making the stock its 21st biggest position.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Navalign LLC purchased a new position in Dell Technologies in the fourth quarter worth approximately $29,000. 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 purchasing an additional 114 shares during the last quarter. iA Global Asset Management Inc. acquired a new stake in shares of Dell Technologies in the 4th quarter valued at $32,000. State of Wyoming purchased a new position in Dell Technologies in the second quarter valued at $33,000. Finally, Westside Investment Management Inc. raised its stake in Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Dell unveiled a new AI-ready data center infrastructure suite, including storage, compute, cyber resilience, and automation tools such as PowerStore Elite, reinforcing its push into enterprise AI infrastructure. Dell Technologies (DELL) Unveils New AI-Ready Data Center Infrastructure Suite
• Positive Sentiment: Analysts and traders are increasingly optimistic heading into earnings, with Wall Street reportedly raising price targets and options markets implying the stock could keep extending its rally if results impress. Why is Dell stock rallying today after Wall Street raises stock price targets up to 290 ahead of Dell Technologies earnings
• Positive Sentiment: Dell remains a standout AI and data-center winner, with recent coverage highlighting strong gains, record-high levels, and investor enthusiasm for its role in the AI buildout. Dell Stock Has Soared Over 130% This Year: Is the AI Trade Still Worth Chasing?
• Positive Sentiment: At Dell Technologies World 2026, the company is emphasizing disaggregated infrastructure and a broader enterprise AI strategy, which supports the case for continued long-term demand. If enterprise data is the oil, Dell wants disaggregated infrastructure to be the pipeline
• Neutral Sentiment: Recent conference and media coverage around Dell Technologies World 2026 underscores the company’s strategic shift toward enterprise infrastructure, but these stories are more narrative-driven than immediately stock-moving. The inverted geometry: Tracking the enterprise shift at Dell Technologies World 2026
• Neutral Sentiment: Dell also highlighted quantum computing as a longer-term opportunity, saying the technology may reach scale in 2028-29, which is bullish strategically but unlikely to affect near-term results. Quantum computing to hit scale in 2028-29: Dell Technologies

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on DELL shares. Piper Sandler lowered their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Daiwa Securities Group boosted their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Wall Street Zen lowered shares of Dell Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 16th. Evercore upped their target price on shares of Dell Technologies from $240.00 to $270.00 and gave the company an “outperform” rating in a report on Tuesday, May 19th. Finally, The Goldman Sachs Group lifted their price target on shares of Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and an average price target of $211.32.

Insiders Place Their Bets

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the sale, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The disclosure for this sale is available in the SEC filing. Insiders have sold 3,571,688 shares of company stock worth $576,654,105 in the last ninety days. 42.00% of the stock is currently owned by corporate insiders.

Dell Technologies Trading Down 0.1%

Shares of DELL stock opened at $294.97 on Tuesday. The company has a market capitalization of $190.48 billion, a P/E ratio of 33.83, a price-to-earnings-growth ratio of 1.11 and a beta of 0.99. The business’s 50 day moving average is $202.04 and its two-hundred day moving average is $154.15. Dell Technologies Inc. has a twelve month low of $106.38 and a twelve month high of $298.32.

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. The business had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.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 business earned $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, equities analysts predict that Dell Technologies Inc. will post 11.87 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.9%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 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.