Abel Hall LLC Buys Shares of 1,500 Dell Technologies Inc. $DELL

Abel Hall LLC acquired a new stake in Dell Technologies Inc. (NYSE:DELL) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,500 shares of the technology company’s stock, valued at approximately $246,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies in the 4th quarter worth approximately $25,000. Rossby Financial LCC raised its holdings 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 last quarter. Navalign LLC purchased a new position in shares of Dell Technologies during the 4th quarter worth $29,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies during the fourth quarter worth $29,000. Finally, WealthCollab LLC grew its position in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on DELL shares. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Susquehanna set a $289.00 target price on shares of Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. Piper Sandler increased their price target on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Finally, Daiwa Securities Group lifted their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Lake Group L.L.C. Silver sold 16,679 shares of the company’s stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $396.37, for a total value of $6,611,055.23. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lynn Vojvodich Radakovich sold 12,022 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $421.00, for a total value of $5,061,262.00. Following the sale, the director owned 25,267 shares of the company’s stock, valued at approximately $10,637,407. This trade represents a 32.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 4,055,405 shares of company stock worth $1,471,039,891. 41.50% of the stock is currently owned by insiders.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Evercore’s higher price target and upbeat AI demand outlook are helping support the stock’s momentum, with the firm saying supply constraints, not weak demand, are the main limit on growth. Dell Technologies in spotlight as Evercore ups price target on AI prospects
• Positive Sentiment: Multiple articles highlighted Dell’s AI leadership, including commentary that AI-ready PCs and AI infrastructure should become standard for enterprises, which could bolster long-term demand for Dell products. AI-ready PCs will become the standard for enterprises, says Indrajit Belgundi of Dell Technologies
• Positive Sentiment: Market coverage also pointed to Dell outperforming and gaining traction alongside other AI-related names, suggesting traders are rotating into the stock on improving sentiment. Stock Market Today: Dow Builds Gains Amid U.S.-Iran News; Arm, Dell Lead Upside (Live Coverage)
• Positive Sentiment: Several pieces also framed DELL as potentially undervalued relative to its recent earnings beat and raised guidance, which may be drawing in value-oriented buyers. Dell (DELL) Stock Looks Cheap On Fair Value Despite Huge Returns
• Neutral Sentiment: There was also a notable insider sale by Silver Lake-related directors, which can create noise around sentiment but does not by itself change Dell’s AI growth outlook. SEC filing
• Negative Sentiment: Recent bylaw changes tightening shareholder proposal rules could concern some investors on governance grounds, even though this is not an operating issue. Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?
• Negative Sentiment: Heavy insider selling by multiple directors may also temper enthusiasm for some traders, though it has been outweighed by the bullish AI narrative so far. SEC filing

Dell Technologies Trading Up 4.2%

Shares of DELL stock opened at $450.20 on Friday. The company has a market cap of $291.78 billion, a PE ratio of 35.76, a P/E/G ratio of 0.92 and a beta of 1.31. The company’s fifty day simple moving average is $349.48 and its 200-day simple moving average is $217.04. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the prior year, the business earned $1.55 EPS. Dell Technologies’s quarterly revenue 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. Equities research analysts expect that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a $0.63 dividend. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio is 20.02%.

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.