Dell Technologies Inc. $DELL Shares Purchased by Eventide Asset Management LLC

Eventide Asset Management LLC boosted its position in Dell Technologies Inc. (NYSE:DELL) by 69.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 47,732 shares of the technology company’s stock after acquiring an additional 19,639 shares during the quarter. Eventide Asset Management LLC’s holdings in Dell Technologies were worth $6,047,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of DELL. Norges Bank acquired a new stake in shares of Dell Technologies in the 4th quarter valued at about $607,349,000. Wellington Management Group LLP raised its stake in shares of Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Invesco Ltd. raised its stake in shares of Dell Technologies by 82.3% in the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of Dell Technologies by 541.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after purchasing an additional 1,685,529 shares in the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 46,946 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $394.99, for a total transaction of $18,543,200.54. Following the completion of the sale, the director directly owned 37,592 shares of the company’s stock, valued at $14,848,464.08. This represents a 55.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Spv-2 L.P. Sl sold 40,686 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $394.99, for a total transaction of $16,070,563.14. Following the sale, the director directly owned 49,369 shares of the company’s stock, valued at approximately $19,500,261.31. This represents a 45.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,990,384 shares of company stock valued at $1,501,916,160 over the last ninety days. Insiders own 41.50% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Daiwa Securities Group upped their target price on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a research note on Tuesday, June 2nd. William Blair assumed coverage on shares of Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating on the stock. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. HSBC raised shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Finally, Jefferies Financial Group downgraded shares of Dell Technologies to a “hold” rating in a research report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $475.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Dell Technologies Trading Down 0.0%

NYSE DELL opened at $395.53 on Monday. Dell Technologies Inc. has a 52 week low of $109.17 and a 52 week high of $469.47. The stock has a market cap of $255.42 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 0.85 and a beta of 1.30. The company has a 50-day moving average price of $264.63 and a two-hundred day moving average price of $179.20.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data 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. The business had revenue of $43.84 billion during 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%. The business’s revenue was up 87.5% on a year-over-year basis. During the same period last year, the firm posted $1.55 earnings per share. 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, equities research analysts expect that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Dell Technologies Company 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.