Brindle & Bay Financial Advisors LLC Buys Shares of 1,244 Dell Technologies Inc. $DELL

Brindle & Bay Financial Advisors LLC purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,244 shares of the technology company’s stock, valued at approximately $204,000.

Several other institutional investors have also modified their holdings of DELL. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the 4th quarter valued at approximately $25,000. Rossby Financial LCC raised its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares during the period. Navalign LLC bought a new position in Dell Technologies in the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new position in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC increased its position in shares of Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after acquiring an additional 114 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 63,095 shares of the stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $427.15, for a total transaction of $26,951,029.25. Following the completion of the transaction, the director directly owned 60,551 shares of the company’s stock, valued at approximately $25,864,359.65. This represents a 51.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the firm’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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 4,228,357 shares of company stock valued at $1,544,916,338 in the last ninety days. Insiders own 41.50% of the company’s stock.

Dell Technologies Trading Up 0.0%

Shares of DELL opened at $435.14 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 simple moving average of $354.07 and a 200 day simple moving average of $219.22. The stock has a market capitalization of $282.02 billion, a price-to-earnings ratio of 34.56, a PEG ratio of 0.93 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last issued 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. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm 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. The company’s 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. As a group, research analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently announced 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. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s payout ratio is currently 20.02%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on DELL shares. The Goldman Sachs Group raised their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Roth Capital initiated coverage on Dell Technologies in a report on Friday, May 29th. They set a “buy” rating for the company. Royal Bank Of Canada assumed coverage on Dell Technologies in a research note on Friday, May 29th. They issued an “outperform” rating on the stock. Daiwa Securities Group boosted their price target on Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Finally, Bank of America upped their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $492.76.

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.