AFT Forsyth & Company Inc. Buys Shares of 2,350 Dell Technologies Inc. $DELL

AFT Forsyth & Company Inc. purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 2,350 shares of the technology company’s stock, valued at approximately $296,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Dell Technologies in the second quarter valued at about $328,000. Marshall Wace LLP acquired a new position in Dell Technologies in the second quarter valued at about $809,000. Gamco Investors INC. ET AL raised its holdings in Dell Technologies by 30.2% during the 2nd 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 period. Finally, NewEdge Advisors LLC lifted its stake 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 in the last quarter. 76.37% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the sale, the director owned 36,659 shares in the company, valued at $16,789,455.41. This represents a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, 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 stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the transaction, the director owned 24,287 shares of the company’s stock, valued at $11,123,203.13. This represents a 88.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 4,990,384 shares of company stock valued at $1,501,916,160 over the last 90 days. 41.50% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Evercore raised their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Jefferies Financial Group cut Dell Technologies to a “hold” rating in a research report on Monday, June 1st. Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. Guggenheim upgraded Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Finally, Barclays downgraded Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $475.76.

Key Dell Technologies News

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Dell Technologies Trading Up 1.0%

NYSE DELL opened at $395.53 on Friday. The company has a market cap of $255.42 billion, a PE ratio of 31.42, a PEG ratio of 0.85 and a beta of 1.30. The stock has a 50 day moving average of $264.63 and a 200-day moving average of $178.83. Dell Technologies Inc. has a 12 month low of $109.17 and a 12 month high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the business earned $1.55 EPS. Dell Technologies’s revenue for the quarter 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. As a group, sell-side analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Dell Technologies Company 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.