Vigilare Wealth Management Purchases Shares of 1,436 Dell Technologies Inc. $DELL

Vigilare Wealth Management acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 2nd quarter, HoldingsChannel reports. The fund acquired 1,436 shares of the technology company’s stock, valued at approximately $620,000.

A number of other institutional investors also recently modified their holdings of DELL. Brighton Jones LLC increased its stake in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Dell Technologies in the 2nd quarter valued at about $328,000. Marshall Wace LLP bought a new stake in Dell Technologies in the 2nd quarter valued at about $809,000. Gamco Investors INC. ET AL raised 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 worth $819,000 after buying an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC boosted its holdings in Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after acquiring an additional 34,538 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Up 5.9%

Dell Technologies stock opened at $429.23 on Tuesday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The company’s 50 day moving average price is $407.73 and its two-hundred day moving average price is $251.76. The stock has a market cap of $278.19 billion, a P/E ratio of 34.09, a P/E/G ratio of 0.87 and a beta of 1.33.

Dell Technologies (NYSE:DELL) last released its 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. The company had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the company 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. On average, equities analysts anticipate that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on DELL. Sanford C. Bernstein boosted their price objective on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Daiwa Securities Group increased their target price on Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a report on Tuesday, June 2nd. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Wolfe Research downgraded shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Citigroup raised their price objective on shares of Dell Technologies from $475.00 to $515.00 and gave the company a “buy” rating in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $494.67.

More Dell Technologies News

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

• Positive Sentiment: AI-server demand supports the outlook. Dell was highlighted among stocks approaching potential buy points as analysts raised profit estimates, suggesting continued demand for the company’s AI-optimized servers and related infrastructure. Dell Leaps Amid AI Server Demand Surge; Two More Stocks On Watch For Rising Profit
• Positive Sentiment: DELL is showing relative strength during an AI-sector pullback. Dell was listed with Datadog, HPE, NetApp, and Cisco as a technology stock holding near recent highs despite broader weakness in the AI trade. The report also noted that earnings are expected within roughly six weeks, potentially creating a near-term catalyst. 5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
• Positive Sentiment: Michael Dell’s investment reinforces the AI connection. Dell founder, chairman, and CEO Michael Dell participated in June AI’s $20 million funding round. The startup is developing software implementation tools for enterprises adopting AI, which may strengthen investor perception that Dell leadership is aligned with emerging enterprise-AI trends. Dell Just Got Closer To June AI Through Michael Dell’s Investment
• Neutral Sentiment: The June AI investment was made personally by Michael Dell, not by Dell Technologies, so it does not immediately change DELL’s revenue, earnings, or balance sheet. Its impact is primarily strategic and sentiment-related. June AI Emerges From Stealth to Reinvent Enterprise Software Implementation for The AI Era

Insiders Place Their Bets

In other news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the sale, the director directly owned 43,961 shares in the company, valued at $19,938,071.94. The trade was a 44.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the business’s stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $396.37, for a total transaction of $6,611,055.23. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is owned by company insiders.

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.