FUKOKU MUTUAL LIFE INSURANCE Co Lowers Stock Position in Dell Technologies Inc. $DELL

FUKOKU MUTUAL LIFE INSURANCE Co cut its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 64.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,234 shares of the technology company’s stock after selling 2,260 shares during the quarter. FUKOKU MUTUAL LIFE INSURANCE Co’s holdings in Dell Technologies were worth $203,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC bought a new stake in shares of Dell Technologies during the 4th quarter worth $25,000. Rossby Financial LCC increased its stake in 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 last quarter. Navalign LLC purchased a new stake in Dell Technologies during the fourth quarter valued at about $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies during the fourth quarter valued at about $29,000. Finally, WealthCollab LLC lifted its stake in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on DELL shares. Piper Sandler increased their price objective on Dell Technologies from $167.00 to $497.00 and gave the company an “overweight” rating in a research report on Friday, May 29th. Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Wells Fargo & Company upped their target price on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Citic Securities lifted their price target on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Finally, Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $490.38.

Dell Technologies Stock Down 0.0%

Shares of DELL opened at $394.29 on Friday. The stock has a market capitalization of $255.54 billion, a P/E ratio of 31.32, a PEG ratio of 0.84 and a beta of 1.31. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The firm has a fifty day simple moving average of $332.26 and a two-hundred day simple moving average of $208.05.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 87.5% compared to the same quarter last year. During the same period in the prior year, the firm 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. Sell-side analysts expect that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued a $0.63 dividend. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Insiders Place Their Bets

In related news, Director Lynn Vojvodich Radakovich sold 12,022 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $421.00, for a total value of $5,061,262.00. Following the completion of the sale, the director owned 25,267 shares of the company’s stock, valued at $10,637,407. This trade represents a 32.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of Dell Technologies stock in a transaction on Friday, June 26th. The shares were sold at an average price of $396.37, for a total transaction of $6,611,055.23. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 3,901,953 shares of company stock worth $1,403,598,971. Insiders own 41.50% of the company’s stock.

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.