Dell Technologies Inc. $DELL Shares Bought by Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC lifted its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 33.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,026 shares of the technology company’s stock after buying an additional 2,250 shares during the period. Longfellow Investment Management Co. LLC’s holdings in Dell Technologies were worth $1,136,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in DELL. Brighton Jones LLC boosted its position in shares of Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after buying an additional 901 shares during the period. Sivia Capital Partners LLC acquired a new position in Dell Technologies during the 2nd quarter valued at about $328,000. Marshall Wace LLP acquired a new position in Dell Technologies during the 2nd quarter valued at about $809,000. Gamco Investors INC. ET AL increased its stake in Dell Technologies by 30.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after buying an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC increased its stake in Dell Technologies by 147.2% during the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after buying an additional 34,538 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the sale, the director owned 36,659 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which is available through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $162.25, for a total transaction of $74,634,837.75. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 3,709,030 shares of company stock worth $983,328,426. Company insiders own 41.50% of the company’s stock.

Dell Technologies Trading Down 6.2%

NYSE:DELL opened at $395.72 on Friday. The firm has a market cap of $255.53 billion, a price-to-earnings ratio of 31.43, a price-to-earnings-growth ratio of 1.16 and a beta of 1.30. The company’s 50-day moving average is $242.78 and its two-hundred day moving average is $169.51. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly 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 firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter last year, the firm posted $1.55 earnings per share. Dell Technologies’s revenue for the quarter 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. On average, equities research analysts forecast that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on DELL shares. Wells Fargo & Company upped their target price on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Roth Mkm started coverage on Dell Technologies in a research report on Friday, May 29th. They issued a “buy” rating for the company. Citic Securities upped their target price on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Guggenheim upgraded Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Finally, Melius Research set a $565.00 price target on Dell Technologies in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Dell Technologies News Roundup

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

• Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
• Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
• Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
• Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

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.