Raiffeisen Bank International AG Sells 9,213 Shares of Dell Technologies Inc. $DELL

Raiffeisen Bank International AG trimmed its position in Dell Technologies Inc. (NYSE:DELL) by 7.2% in the fourth quarter, HoldingsChannel reports. The firm owned 119,427 shares of the technology company’s stock after selling 9,213 shares during the quarter. Raiffeisen Bank International AG’s holdings in Dell Technologies were worth $15,277,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. State Street Corp grew its position in Dell Technologies by 2.5% in the 3rd quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock worth $2,048,613,000 after purchasing an additional 350,941 shares in the last quarter. Geode Capital Management LLC grew its position in Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Deutsche Bank AG grew its position in Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares in the last quarter. Finally, Invesco Ltd. grew its position in Dell Technologies by 82.3% in the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have weighed in on DELL shares. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. UBS Group set a $700.00 target price on shares of Dell Technologies in a research note on Friday, May 29th. William Blair started coverage on shares of Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating on the stock. Royal Bank Of Canada started coverage on shares of Dell Technologies in a research note on Friday, May 29th. They issued an “outperform” rating on the stock. Finally, Roth Mkm started coverage on shares of Dell Technologies in a research note on Friday, May 29th. They issued a “buy” rating on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 5,025 shares of the company’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $404.68, for a total transaction of $2,033,517.00. Following the sale, the director owned 2,935 shares of the company’s stock, valued at approximately $1,187,735.80. This represents a 63.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 5,327 shares of the stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $404.68, for a total transaction of $2,155,730.36. Following the transaction, the director directly owned 1,993 shares in the company, valued at approximately $806,527.24. This represents a 72.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 4,708,716 shares of company stock worth $1,393,130,840. 41.50% of the stock is owned by corporate insiders.

Dell Technologies Trading Up 5.9%

Shares of DELL stock opened at $391.69 on Friday. The stock has a market capitalization of $252.93 billion, a P/E ratio of 31.11, a PEG ratio of 0.80 and a beta of 1.30. The firm’s 50 day moving average is $260.10 and its 200 day moving average is $177.31. Dell Technologies Inc. has a 12 month low of $109.17 and a 12 month high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. During the same period in the prior year, the company posted $1.55 EPS. 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 analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current year.

More Dell Technologies News

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

• Positive Sentiment: Recent commentary continues to emphasize Dell’s strong AI-server momentum, including a large $51.3 billion AI backlog and demand that is still outpacing supply, which supports the bullish case for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Analysts remain constructive after Dell’s strong earnings beat and lifted price targets, with Truist raising its target to $360 and other firms still pointing to upside tied to AI infrastructure demand. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Positive Sentiment: Dell also received a headline boost from the IREN deal, where IREN signed a $1.6 billion agreement with Dell for Blackwell AI systems, reinforcing Dell’s position as a major AI hardware supplier. IREN Limited (IREN) Signs $1.6B Agreement With Dell (DELL) for Blackwell AI Systems
• Neutral Sentiment: Unisys was named Dell Technologies’ 2026 Global Alliances Americas Data Center Partner of the Year, a positive ecosystem signal but not a direct revenue catalyst by itself. Unisys Earns 2026 Global Alliances Americas Data Center Partner of the Year from Dell Technologies
• Negative Sentiment: Several Silver Lake-related insiders disclosed sizable share sales over the past day, including large disposals by directors tied to Silver Lake Partners, which can pressure shares because it raises concerns about insider confidence and adds supply. SEC insider sale filing
• Negative Sentiment: Reports also highlighted broader insider selling at Dell totaling more than $200 million, which may be making some investors cautious after the stock’s sharp AI-driven run-up. Dell (DELL) Stock Slides 9% as Insiders Dump Over $200M in Shares Post-Earnings

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.