Fulton Bank N.A. Has $3.26 Million Holdings in Dell Technologies Inc. $DELL

Fulton Bank N.A. raised its position in shares of Dell Technologies Inc. (NYSE:DELL) by 8.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,837 shares of the technology company’s stock after acquiring an additional 1,503 shares during the period. Fulton Bank N.A.’s holdings in Dell Technologies were worth $3,256,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies in the 4th quarter valued at approximately $25,000. Rossby Financial LCC boosted its position in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the period. Portus Wealth Advisors LLC bought a new stake in shares of Dell Technologies in the first quarter valued at approximately $35,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies in the fourth quarter worth $29,000. Finally, Navalign LLC bought a new position in Dell Technologies during the fourth quarter worth $29,000. 76.37% of the stock is owned by institutional investors and hedge funds.

More Dell Technologies News

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

• Positive Sentiment: Multiple reports say Dell is benefiting from the Super Micro Computer investigation tied to alleged Nvidia chip smuggling, with investors viewing Dell as a cleaner, more reliable AI server winner and possible share-gain beneficiary. Dell Stock Gets a ‘Slam Dunk’ as Super Micro Faces Taiwan Office Raid Over Alleged Nvidia Chip Smuggling
• Positive Sentiment: Dell is also getting credit for expanding its AI infrastructure offerings, including the launch of PowerStore Elite in India, which reinforces the company’s growth story in enterprise AI storage and data-center hardware. Dell launches AI-focused PowerStore Elite storage platform in India as enterprise AI infrastructure race heats up
• Positive Sentiment: Commentary across Wall Street remains upbeat on Dell Technologies, with some analysts and media outlets still arguing the stock has room to rise even after a sharp rally, thanks to strong AI server demand. Dell Stock Price Prediction: The Case for 20%+ Upside
• Neutral Sentiment: Dell completed its redomestication to Texas corporation status, a corporate-structure update that is not likely to be a major near-term stock driver. Dell Completes Redomestication to Texas Corporation Status
• Negative Sentiment: Some analysts and articles warn that Dell’s valuation now looks stretched after its steep advance, leaving less room for upside if AI demand cools or competition intensifies. Dell Technologies (DELL) Faces Valuation and Competition Concerns After Strong Rally
• Negative Sentiment: Another concern is margin pressure: one report says Dell’s AI growth is real, but profitability is being squeezed as lower-margin server sales make up a bigger share of revenue. Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
• Negative Sentiment: A recent insider sale by a Dell director could add some caution after the stock’s strong multi-month move. Dell Technologies Inc. (NYSE:DELL) – Get Free Report

Insiders Place Their Bets

In related news, Director Lynn Vojvodich Radakovich sold 12,022 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $421.00, for a total value of $5,061,262.00. Following the completion of the transaction, the director owned 25,267 shares in the company, valued at $10,637,407. The trade was a 32.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Spv-2 L.P. Sl sold 34,257 shares of the stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $13,809,681.84. Following the completion of the transaction, the director owned 91,809 shares in the company, valued at $37,010,044.08. The trade was a 27.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 3,901,953 shares of company stock valued at $1,403,598,971 over the last quarter. Company insiders own 41.50% of the company’s stock.

Analyst Ratings Changes

DELL has been the subject of a number of research reports. Bank of America increased their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a report on Friday, May 29th. Loop Capital increased their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research note on Friday, May 29th. JPMorgan Chase & Co. lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Citigroup initiated coverage on Dell Technologies in a report on Monday, June 1st. They issued an “outperform” rating for the company. Finally, Morgan Stanley raised their price objective on Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $490.38.

Dell Technologies Stock Performance

Shares of DELL stock opened at $426.12 on Thursday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The stock has a market capitalization of $276.17 billion, a PE ratio of 33.85, a PEG ratio of 0.92 and a beta of 1.31. The stock’s fifty day moving average is $325.01 and its 200-day moving average is $204.87.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating 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 business had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the previous year, the business posted $1.55 earnings per share. The firm’s revenue for the quarter was up 87.5% compared to the same quarter last year. 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. As a group, analysts forecast that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

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.