Compound Planning Inc. Sells 2,699 Shares of Dell Technologies Inc. $DELL

Compound Planning Inc. cut its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 31.1% in the first quarter, Holdings Channel reports. The firm owned 5,982 shares of the technology company’s stock after selling 2,699 shares during the quarter. Compound Planning Inc.’s holdings in Dell Technologies were worth $982,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Modern Wealth Management LLC lifted its stake in Dell Technologies by 135.0% in the first quarter. Modern Wealth Management LLC now owns 4,098 shares of the technology company’s stock valued at $694,000 after buying an additional 2,354 shares during the period. Volterra Technologies LP acquired a new position in shares of Dell Technologies during the 1st quarter worth about $3,638,000. Caxton Associates LLP grew its position in shares of Dell Technologies by 165.7% during the 1st quarter. Caxton Associates LLP now owns 6,181 shares of the technology company’s stock worth $1,014,000 after buying an additional 3,855 shares during the period. Sei Investments Co. increased its stake in shares of Dell Technologies by 3.5% in the 1st quarter. Sei Investments Co. now owns 530,460 shares of the technology company’s stock valued at $87,063,000 after acquiring an additional 17,986 shares during the last quarter. Finally, MWA Asset Management raised its position in shares of Dell Technologies by 3.2% in the 1st quarter. MWA Asset Management now owns 23,872 shares of the technology company’s stock valued at $3,918,000 after acquiring an additional 748 shares during the period. 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 was selected by Texas A&M Engineering Experiment Station to build the IGNITE secure AI and high-performance computing platform, a contract that adds to Dell’s AI/HPC momentum and highlights its role in national research infrastructure. Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research
• Positive Sentiment: Investor optimism around AI servers is spreading across the sector, with reports pointing to Dell’s exposure to Nvidia-powered AI server demand as a key reason the stock has been moving higher. Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
• Positive Sentiment: Analyst commentary is also leaning bullish, with several forecasts suggesting Dell still has room to run as AI server growth remains a major theme for the stock. Dell To Rally More Than 17%? Here Are 10 Top Analyst Forecasts For Friday
• Neutral Sentiment: Some market coverage notes that Dell’s AI story is improving, but also flags new risks, suggesting investors are still weighing upside from AI demand against margin and execution concerns. Dell’s AI Story Gains Traction but New Risks Are Emerging
• Negative Sentiment: One concern for Dell remains margin pressure tied to the AI server buildout, which could limit how much of the AI demand boom translates into profits. Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year

Dell Technologies Stock Down 0.2%

Shares of DELL stock opened at $436.43 on Monday. 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 $390.33 and a 200-day moving average of $239.74. The company has a market capitalization of $282.85 billion, a price-to-earnings ratio of 34.66, a P/E/G ratio of 0.93 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 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently declared 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. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.

Analyst Ratings Changes

A number of brokerages recently issued reports on DELL. Roth Capital started coverage on shares of Dell Technologies in a report on Friday, May 29th. They set a “buy” rating for the company. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Raymond James Financial cut shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. William Blair assumed coverage on shares of Dell Technologies in a report on Monday, June 1st. They issued a “neutral” rating for the company. Finally, Susquehanna set a $289.00 price objective on Dell Technologies and gave the stock 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 assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $494.67.

Insider Transactions at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $31,160,919.24. Following the sale, the director owned 67,990 shares of the company’s stock, valued at approximately $30,836,184.60. This trade represents a 50.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the business’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $396.37, for a total value of $6,611,055.23. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by company insiders.

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.