Dell Technologies Inc. $DELL Shares Acquired by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 50,636 shares of the technology company’s stock after acquiring an additional 1,441 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Dell Technologies were worth $6,374,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the business. State of Wyoming boosted its position in shares of Dell Technologies by 7.2% during the 4th quarter. State of Wyoming now owns 2,567 shares of the technology company’s stock worth $323,000 after acquiring an additional 172 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Dell Technologies by 6.7% during the 4th quarter. Sivia Capital Partners LLC now owns 2,794 shares of the technology company’s stock worth $352,000 after acquiring an additional 176 shares in the last quarter. Sarver Vrooman Wealth Advisors lifted its holdings in shares of Dell Technologies by 109.5% in the 4th quarter. Sarver Vrooman Wealth Advisors now owns 1,240 shares of the technology company’s stock valued at $156,000 after purchasing an additional 648 shares during the last quarter. CIBC Asset Management Inc lifted its holdings in shares of Dell Technologies by 64.5% in the 4th quarter. CIBC Asset Management Inc now owns 73,158 shares of the technology company’s stock valued at $9,209,000 after purchasing an additional 28,683 shares during the last quarter. Finally, Mccarter Private Wealth Services LLC lifted its holdings in shares of Dell Technologies by 19.8% in the 4th quarter. Mccarter Private Wealth Services LLC now owns 11,182 shares of the technology company’s stock valued at $1,408,000 after purchasing an additional 1,852 shares during the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DELL has been the subject of several research reports. Royal Bank Of Canada initiated coverage on Dell Technologies in a report on Friday, May 29th. They issued an “outperform” rating for the company. Evercore boosted their target price on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a report on Friday, May 29th. William Blair initiated coverage on Dell Technologies in a report on Monday, June 1st. They issued a “neutral” rating for the company. Susquehanna set a $289.00 target price on Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. Finally, Truist Financial boosted their target price on Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $475.76.

Dell Technologies News Summary

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

Insiders Place Their Bets

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 78,236 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $422.98, for a total transaction of $33,092,263.28. Following the completion of the sale, the director directly owned 11,274 shares of the company’s stock, valued at approximately $4,768,676.52. This trade represents a 87.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 84,365 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $422.98, for a total value of $35,684,707.70. Following the sale, the director directly owned 7,521 shares of the company’s stock, valued at $3,181,232.58. The trade was a 91.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 3,698,830 shares of company stock valued at $981,849,426. 41.50% of the stock is owned by company insiders.

Dell Technologies Trading Up 0.3%

Dell Technologies stock opened at $395.72 on Monday. Dell Technologies Inc. has a twelve month low of $109.17 and a twelve month high of $469.47. The stock has a 50 day moving average of $242.78 and a two-hundred day moving average of $169.84. The stock 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 (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same period last year, the firm earned $1.55 EPS. The firm’s revenue for the quarter was up 87.5% on a year-over-year basis. 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. Equities analysts predict that Dell Technologies Inc. will post 12.93 earnings per share for the current year.

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.