Advisortrust Partners LLC Purchases New Shares in Dell Technologies Inc. $DELL

Advisortrust Partners LLC purchased a new stake in Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,501 shares of the technology company’s stock, valued at approximately $246,000.

A number of other hedge funds also recently bought and sold shares of the business. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC grew its stake in Dell Technologies by 968.4% in the 4th 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. Navalign LLC purchased a new stake in Dell Technologies in the 4th quarter worth $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies in the 4th quarter worth $29,000. Finally, WealthCollab LLC raised its position 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 acquiring an additional 114 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

Analysts Set New Price Targets

DELL has been the topic of a number of research reports. William Blair began coverage on shares of Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating on the stock. The Goldman Sachs Group boosted their price objective on Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Morgan Stanley increased their target price on Dell Technologies from $448.00 to $477.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. Argus raised their target price on Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Sanford C. Bernstein lifted their price target on Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $492.76.

Insider Buying and Selling at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares in the company, valued at $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the sale, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. Insiders own 41.50% of the company’s stock.

Dell Technologies Price Performance

Shares of NYSE DELL opened at $397.18 on Friday. The company has a 50 day simple moving average of $372.69 and a 200-day simple moving average of $228.67. The company has a market capitalization of $257.42 billion, a P/E ratio of 31.55, a P/E/G ratio of 0.85 and a beta of 1.31. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data 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. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm earned $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. As a group, research analysts expect that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Announces Dividend

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

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.