Dell Technologies Inc. $DELL Shares Acquired by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. grew its holdings in Dell Technologies Inc. (NYSE:DELL) by 1,302.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 139,565 shares of the technology company’s stock after buying an additional 129,610 shares during the quarter. Cookson Peirce & Co. Inc.’s holdings in Dell Technologies were worth $17,568,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the business. Nemes Rush Group LLC lifted its holdings in shares of Dell Technologies by 454.5% in the 4th quarter. Nemes Rush Group LLC now owns 2,928 shares of the technology company’s stock valued at $369,000 after buying an additional 2,400 shares during the period. 111 Capital acquired a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $237,000. MCF Advisors LLC lifted its holdings in shares of Dell Technologies by 6.0% in the 4th quarter. MCF Advisors LLC now owns 2,138 shares of the technology company’s stock valued at $269,000 after buying an additional 121 shares during the period. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of Dell Technologies by 55.5% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 131,964 shares of the technology company’s stock valued at $16,612,000 after buying an additional 47,078 shares during the period. Finally, Pinebridge Investments LLC acquired a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $8,476,000. 76.37% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have recently commented on DELL shares. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Argus lifted their price objective on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Guggenheim raised Dell Technologies to a “buy” rating in a report on Monday, June 1st. Finally, Loop Capital lifted their price objective on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Dell Technologies Stock Performance

Dell Technologies stock opened at $395.72 on Friday. The stock has a fifty day moving average of $242.78 and a two-hundred day moving average of $169.51. The company has a market capitalization of $255.53 billion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.16 and a beta of 1.30. Dell Technologies Inc. has a fifty-two week low of $109.17 and a fifty-two week high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. During the same quarter last year, the business posted $1.55 earnings per share. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, analysts forecast that Dell Technologies Inc. will post 12.93 EPS for the current fiscal year.

Insiders Place Their Bets

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the completion of the transaction, the director owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the transaction, the director directly owned 24,287 shares of the company’s stock, valued at $11,123,203.13. The trade was a 88.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 3,709,030 shares of company stock valued at $983,328,426. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
• Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
• Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
• Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

About Dell Technologies

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.