Beacon Financial Advisory LLC Makes New Investment in Dell Technologies Inc. $DELL

Beacon Financial Advisory LLC acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,498 shares of the technology company’s stock, valued at approximately $246,000.

Several other large investors have also modified their holdings of DELL. Vanguard Group Inc. grew its holdings in Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp raised its stake in Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after purchasing an additional 108,011 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares during the last quarter. Finally, Deutsche Bank AG grew its stake in shares of Dell Technologies by 24.6% during the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after buying an additional 1,090,336 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $403.12, for a total transaction of $15,938,155.44. Following the sale, the director owned 69,916 shares in the company, valued at $28,184,537.92. This trade represents a 36.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Lynn Vojvodich Radakovich sold 12,022 shares of Dell Technologies stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $421.00, for a total transaction of $5,061,262.00. Following the sale, the director owned 25,267 shares in the company, valued at $10,637,407. This represents a 32.24% 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. In the last quarter, insiders sold 3,901,953 shares of company stock worth $1,403,598,971. Insiders own 41.50% of the company’s stock.

Dell Technologies Trading Up 4.3%

NYSE:DELL opened at $411.37 on Tuesday. The firm’s fifty day simple moving average is $336.24 and its 200 day simple moving average is $210.55. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The firm has a market capitalization of $266.61 billion, a price-to-earnings ratio of 32.67, a PEG ratio of 0.84 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (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 period in the prior year, the firm earned $1.55 EPS. The firm’s quarterly revenue 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. On average, analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on DELL. Citic Securities increased their target price on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Mizuho boosted their price target on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday, June 1st. Argus upped their price target on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Roth Mkm began coverage on Dell Technologies in a report on Friday, May 29th. They issued a “buy” rating on the stock. Finally, Susquehanna set a $289.00 price objective on Dell Technologies and gave the company a “neutral” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $490.38.

Key Dell Technologies News

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

• Positive Sentiment: Trump’s on-air backing and repeated mention of Dell during the White House market-opening event gave the stock a direct publicity boost, helping drive investor momentum. Trump plugs Dell at first-ever White House opening bell, sending shares soaring
• Positive Sentiment: Market coverage suggests Dell is benefiting not only from the Trump mention but also from ongoing enthusiasm around AI infrastructure and server demand, which has kept the stock in favor with traders. Trump Just Gave Dell Stock a Big Boost. What to Know.
• Neutral Sentiment: Analysts continue to point to Dell’s strong AI server momentum and solid earnings backdrop, but also note valuation, supply constraints, and margin pressure as factors that could limit upside after the big rally. DELL Jumps 213% YTD: Is There More Room for the Stock to Appreciate?
• Neutral Sentiment: Raymond James and other commentary referenced in recent coverage did not materially change the investment thesis, keeping attention on broader AI demand rather than a company-specific catalyst. Here’s What Raymond James Thinks About Dell Technologies (DELL)
• Negative Sentiment: Some coverage said the Trump-related pop was fading intraday, suggesting the move may be driven more by headlines and momentum than by a fresh change in Dell’s fundamentals. Dell’s stock gets another Trump bump — but this time its fading

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.