First Horizon Corp Has $54,000 Position in Dell Technologies Inc. $DELL

First Horizon Corp reduced its position in Dell Technologies Inc. (NYSE:DELL) by 78.3% during the first quarter, HoldingsChannel reports. The firm owned 329 shares of the technology company’s stock after selling 1,187 shares during the period. First Horizon Corp’s holdings in Dell Technologies were worth $54,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in DELL. Ibex Wealth Advisors acquired a new position in shares of Dell Technologies during the first quarter valued at about $482,000. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in shares of Dell Technologies during the first quarter worth approximately $292,000. Demars Financial Group LLC lifted its holdings in shares of Dell Technologies by 114.9% in the 1st quarter. Demars Financial Group LLC now owns 9,527 shares of the technology company’s stock worth $1,564,000 after purchasing an additional 5,093 shares in the last quarter. Austin Asset Management Co Inc grew its position in Dell Technologies by 14.3% in the 1st quarter. Austin Asset Management Co Inc now owns 17,772 shares of the technology company’s stock valued at $2,917,000 after purchasing an additional 2,222 shares during the period. Finally, Frank Rimerman Advisors LLC grew its position in Dell Technologies by 14.3% in the 1st quarter. Frank Rimerman Advisors LLC now owns 8,406 shares of the technology company’s stock valued at $1,380,000 after purchasing an additional 1,053 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Price Performance

NYSE DELL opened at $435.14 on Monday. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The firm has a market cap of $282.02 billion, a price-to-earnings ratio of 34.56, a PEG ratio of 0.93 and a beta of 1.31. The company has a fifty day moving average price of $354.07 and a 200-day moving average price of $219.22.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter in the prior year, the company posted $1.55 earnings per share. The firm’s revenue for the quarter was up 87.5% on a year-over-year basis. 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 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be given a dividend of $0.63 per share. 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%.

Wall Street Analysts Forecast Growth

DELL has been the topic of several research reports. Susquehanna set a $289.00 price objective on shares of Dell Technologies and gave the stock a “neutral” rating in a report on Friday, May 29th. Truist Financial lifted their price objective on shares of Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a report on Friday, May 29th. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Argus raised their price target on shares of Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Royal Bank Of Canada assumed coverage on Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating for the company. One 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $492.76.

Insiders Place Their Bets

In related news, 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 in the company, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total value of $81,293,961.84. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,228,357 shares of company stock worth $1,544,916,338 over the last 90 days. 41.50% of the stock is currently owned by corporate insiders.

More Dell Technologies News

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

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.