Dell Technologies Inc. $DELL Stake Decreased by Securian Asset Management Inc.

Securian Asset Management Inc. cut its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 43.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,195 shares of the technology company’s stock after selling 6,391 shares during the period. Securian Asset Management Inc.’s holdings in Dell Technologies were worth $1,032,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. WealthCollab LLC boosted its position in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after acquiring an additional 114 shares during the period. State of Wyoming acquired a new position in shares of Dell Technologies during the second quarter valued at $33,000. Westside Investment Management Inc. raised its stake in shares of Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares in the last quarter. J.Safra Asset Management Corp acquired a new stake in Dell Technologies in the third quarter worth about $43,000. Finally, Cullen Frost Bankers Inc. grew its position in Dell Technologies by 48.4% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 316 shares of the technology company’s stock valued at $45,000 after buying an additional 103 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the transaction, the insider owned 21,779 shares in the company, valued at approximately $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO David Alan Kennedy sold 19,500 shares of the stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $182.53, for a total value of $3,559,335.00. Following the completion of the sale, the chief financial officer directly owned 183,097 shares of the company’s stock, valued at approximately $33,420,695.41. This represents a 9.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,571,688 shares of company stock valued at $576,654,105 over the last quarter. 42.00% of the stock is owned by insiders.

Dell Technologies Trading Down 3.1%

DELL stock opened at $239.37 on Wednesday. Dell Technologies Inc. has a one year low of $103.89 and a one year high of $263.99. The firm has a 50-day moving average of $182.69 and a two-hundred day moving average of $148.15. The firm has a market capitalization of $154.57 billion, a PE ratio of 27.45, a P/E/G ratio of 1.00 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same period last year, the firm posted $2.68 earnings per share. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, equities research analysts anticipate that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were issued a $0.63 dividend. The ex-dividend date was Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.1%. Dell Technologies’s dividend payout ratio is currently 28.90%.

Analyst Ratings Changes

A number of analysts have commented on DELL shares. Weiss Ratings upgraded shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. UBS Group lowered shares of Dell Technologies from a “buy” rating to a “neutral” rating and raised their price objective for the company from $167.00 to $243.00 in a research note on Sunday. JPMorgan Chase & Co. boosted their target price on Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. The Goldman Sachs Group increased their price target on Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. Finally, Piper Sandler lowered their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $190.84.

More Dell Technologies News

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

• Positive Sentiment: Mizuho raised its price target on Dell to $300 from $260 and kept an Outperform rating, saying agentic AI workloads should keep driving durable demand for Dell’s servers and AI infrastructure. Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
• Positive Sentiment: Recent headlines continue to frame Dell as a beneficiary of AI spending, including commentary that investor attention remains focused on Dell’s server demand tied to AI adoption and federal AI initiatives. Dell’s John Roese on Data Layer’s Role in Federal AI Adoption
• Positive Sentiment: Market commentary also noted that Dell has been a strong AI winner this year, with a sharp multi-month rally reflecting enthusiasm for its role in AI infrastructure. Is It Too Late To Consider Dell (DELL) After AI-Fueled Share Price Surge?

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.