4,776 Shares in Dell Technologies Inc. $DELL Purchased by Alteri Wealth LLC

Alteri Wealth LLC acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, Holdings Channel.com reports. The fund acquired 4,776 shares of the technology company’s stock, valued at approximately $601,000.

Several other large investors have also bought and sold shares of the company. Focus Partners Advisor Solutions LLC raised its holdings in Dell Technologies by 21.6% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 7,628 shares of the technology company’s stock worth $960,000 after buying an additional 1,355 shares during the last quarter. Gaddis Premier Wealth Advisors LLC purchased a new position in Dell Technologies in the fourth quarter worth about $610,000. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies in the fourth quarter worth about $25,000. Contrarius Group Holdings Ltd raised its holdings in Dell Technologies by 5.9% in the fourth quarter. Contrarius Group Holdings Ltd now owns 692,598 shares of the technology company’s stock worth $87,184,000 after buying an additional 38,555 shares during the last quarter. Finally, Erste Asset Management GmbH raised its holdings in Dell Technologies by 31.0% in the fourth quarter. Erste Asset Management GmbH now owns 36,414 shares of the technology company’s stock worth $4,641,000 after buying an additional 8,624 shares during the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Price Performance

DELL opened at $380.44 on Wednesday. The firm has a market cap of $245.67 billion, a P/E ratio of 30.22, a PEG ratio of 0.89 and a beta of 1.30. Dell Technologies Inc. has a 1-year low of $109.17 and a 1-year high of $469.47. The company has a 50 day simple moving average of $251.44 and a two-hundred day simple moving average of $173.64.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results 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. The business had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company’s revenue was up 87.5% on a year-over-year basis. During the same period in the prior 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. Equities analysts anticipate that Dell Technologies Inc. will post 17.05 earnings per share for the current year.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI server and infrastructure business remains a major growth driver, with recent coverage highlighting strong revenue growth, backlog, and ongoing AI partnership momentum. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
• Positive Sentiment: Barclays and other market commentary say Dell remains well positioned to benefit from AI infrastructure spending and recovering enterprise hardware demand. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
• Positive Sentiment: Some reports continue to frame Dell as a standout in the AI server trade, supporting bullish sentiment around the stock’s growth outlook. AI Server Earnings: Wall Street Sees One Clear Standout
• Neutral Sentiment: Dell received a channel-partner award, with AHEAD named Dell Technologies North America Channel Partner of the Year, which is supportive but not a major stock catalyst. AHEAD Named Dell Technologies North America Channel Partner of the Year
• Negative Sentiment: Recent large insider sales by Silver Lake-linked directors may weigh on investor confidence and create pressure on the shares. SEC insider sale filing
• Negative Sentiment: Dell is also being hit by a broader selloff in high-beta AI hardware names, as investors rotate out of the sector and take profits after a sharp rally. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Political and governance scrutiny around Dell-related stock ownership and public endorsements has added a new layer of uncertainty to the valuation story. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

Insiders Place Their Bets

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the company’s stock in a transaction on Monday, June 1st. The shares were 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 in the company, valued at approximately $16,789,455.41. This represents a 82.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $162.25, for a total transaction of $74,634,837.75. The SEC filing for this sale provides additional information. Insiders sold a total of 4,305,875 shares of company stock worth $1,233,161,867 over the last three months. 41.50% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

DELL has been the subject of several recent analyst reports. Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research note on Monday, June 1st. The Goldman Sachs Group lifted their target price on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. William Blair assumed coverage on shares of Dell Technologies in a research report on Monday, June 1st. They issued a “neutral” rating for the company. Finally, JPMorgan Chase & Co. boosted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

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.