Keybank National Association OH Has $2.07 Million Stock Position in Dell Technologies Inc. $DELL

Keybank National Association OH lifted its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 18.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,600 shares of the technology company’s stock after purchasing an additional 1,979 shares during the period. Keybank National Association OH’s holdings in Dell Technologies were worth $2,068,000 as of its most recent filing with the SEC.

Several other large investors have also bought and sold shares of DELL. Brighton Jones LLC increased its position in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of Dell Technologies in the 2nd quarter valued at $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies during the second quarter worth $809,000. Gamco Investors INC. ET AL raised its stake in Dell Technologies by 30.2% during the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after buying an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after buying an additional 34,538 shares during the period. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Performance

Shares of NYSE:DELL opened at $394.29 on Monday. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47. The business’s 50 day simple moving average is $332.26 and its two-hundred day simple moving average is $208.59. The firm has a market cap 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 (NYSE:DELL) last released 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. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter in the previous year, the company posted $1.55 earnings per share. The company’s quarterly revenue 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. On average, equities analysts forecast that Dell Technologies Inc. will post 17.74 earnings per share 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 paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Trending Headlines about 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

Insider Buying and Selling at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Jeffrey W. Clarke sold 116,000 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the completion of the sale, the chief operating officer owned 1,687,414 shares in the company, valued at $307,919,306.72. This represents a 6.43% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,901,953 shares of company stock valued at $1,403,598,971 over the last three months. Corporate insiders own 41.50% of the company’s stock.

Wall Street Analyst Weigh In

DELL has been the subject of a number of recent analyst reports. Truist Financial increased their price target on Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a report on Friday, May 29th. HSBC upgraded Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Susquehanna set a $289.00 target price on Dell Technologies and gave the stock a “neutral” rating in a report on Friday, May 29th. UBS Group set a $700.00 price target on Dell Technologies in a report on Friday, May 29th. Finally, Raymond James Financial lowered shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $490.38.

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.