Ibex Wealth Advisors Invests $482,000 in Dell Technologies Inc. $DELL

Ibex Wealth Advisors acquired a new stake in Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,936 shares of the technology company’s stock, valued at approximately $482,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DELL. Commonwealth Retirement Investments LLC bought a new stake in shares of Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC boosted its position in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Portus Wealth Advisors LLC bought a new position in shares of Dell Technologies in the 1st quarter worth $35,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies during the fourth quarter worth $29,000. Finally, Navalign LLC bought a new stake in Dell Technologies in the fourth quarter valued at about $29,000. 76.37% of the stock is owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Insiders Place Their Bets

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 37,003 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $427.15, for a total value of $15,805,831.45. Following the sale, the director owned 29,840 shares in the company, valued at approximately $12,746,156. The trade was a 55.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lynn Vojvodich Radakovich sold 12,022 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $421.00, for a total transaction of $5,061,262.00. Following the transaction, the director directly owned 25,267 shares of the company’s stock, valued at $10,637,407. This represents a 32.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,228,357 shares of company stock worth $1,544,916,338 in the last 90 days. Company insiders own 41.50% of the company’s stock.

Dell Technologies Stock Down 3.3%

Shares of DELL stock opened at $435.14 on Friday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $469.47. The firm has a fifty day moving average of $354.07 and a 200-day moving average of $218.57. The company has a market capitalization of $282.02 billion, a price-to-earnings ratio of 34.56, a P/E/G ratio of 0.96 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last posted 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 business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s revenue was up 87.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.55 EPS. 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 expect that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. 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 presently 20.02%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Guggenheim raised Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Morgan Stanley upped their price target on Dell Technologies from $448.00 to $477.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Finally, Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $492.76.

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.