iA Global Asset Management Inc. Has $397,000 Stock Position in Dell Technologies Inc. $DELL

iA Global Asset Management Inc. boosted its position in Dell Technologies Inc. (NYSE:DELL) by 852.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,418 shares of the technology company’s stock after buying an additional 2,164 shares during the quarter. iA Global Asset Management Inc.’s holdings in Dell Technologies were worth $397,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the fourth quarter valued at about $25,000. Rossby Financial LCC increased its stake in shares of Dell Technologies by 968.4% in the fourth 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 period. Navalign LLC acquired a new position in shares of Dell Technologies during the 4th quarter worth about $29,000. Kemnay Advisory Services Inc. bought a new stake in Dell Technologies during the 4th quarter valued at approximately $29,000. Finally, WealthCollab LLC grew its holdings in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Analysts Set New Price Targets

DELL has been the topic of several recent analyst reports. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Citic Securities raised their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Royal Bank Of Canada initiated coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set an “outperform” rating on the stock. Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Finally, Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday, May 29th. One investment 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 data from MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $490.38.

Dell Technologies Trading Down 0.0%

Shares of NYSE DELL opened at $394.29 on Friday. The firm has a market capitalization of $255.54 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 0.84 and a beta of 1.31. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47. The business has a fifty day simple moving average of $332.26 and a 200 day simple moving average of $208.05.

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. 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%. The business’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same quarter 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, research analysts anticipate that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors 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 is 20.02%.

Key Dell Technologies News

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

• Positive Sentiment: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

Insider Buying and Selling at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’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 transaction 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. This trade represents a 88.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Jeffrey W. Clarke sold 116,000 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the sale, the chief operating officer owned 1,687,414 shares in the company, valued at $307,919,306.72. This trade represents a 6.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,901,953 shares of company stock worth $1,403,598,971 in the last three months. 41.50% of the stock is currently owned by company insiders.

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.