FNY Investment Advisers LLC Buys 4,875 Shares of Dell Technologies Inc. $DELL

FNY Investment Advisers LLC grew its stake in Dell Technologies Inc. (NYSE:DELL) by 48,750.0% in the second quarter, Holdings Channel.com reports. The institutional investor owned 4,885 shares of the technology company’s stock after buying an additional 4,875 shares during the quarter. Dell Technologies makes up approximately 0.8% of FNY Investment Advisers LLC’s portfolio, making the stock its 23rd biggest position. FNY Investment Advisers LLC’s holdings in Dell Technologies were worth $2,107,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC bought a new stake in shares of Dell Technologies during the 4th quarter worth $25,000. Rossby Financial LCC increased its stake in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the last quarter. Navalign LLC bought a new position in Dell Technologies in the fourth quarter valued at $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies during the fourth quarter valued at about $29,000. Finally, WealthCollab LLC lifted its stake in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on DELL shares. CLSA upgraded Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Raymond James Financial cut shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. Citic Securities increased their target price on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a report on Monday, June 1st. Susquehanna set a $289.00 target price on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday, May 29th. Finally, Wells Fargo & Company boosted their price target on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $494.67.

Key Dell Technologies News

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

• Positive Sentiment: Dell’s AI-infrastructure opportunity remains a key bullish driver. Recent projects, including the Volta AI factory and Texas A&M’s IGNITE platform, add to its backlog, while partnerships with Nvidia, AMD and Microsoft support continued demand for accelerated servers. Analysts cited in recent coverage continue to see upside, with several price targets near $500 or higher. Dell Technologies Could Be 4% Below Fair Value on AI Infrastructure Wins
• Positive Sentiment: Dell’s latest quarterly performance provides fundamental support: revenue rose 87.5% year over year to $43.84 billion, and adjusted earnings substantially exceeded consensus estimates. Management also raised its fiscal 2027 outlook, highlighting strong AI-optimized server demand and orders. Dell Slips as Peer Earnings Pressure AI Server Trade
• Neutral Sentiment: Some analysts argue Dell can continue benefiting from rising enterprise IT spending despite trading close to a record high. However, the stock’s substantial recent gains increase sensitivity to profit-taking and changes in expectations. After a 250% Rally, Dell Stock Still Has Room to Run
• Negative Sentiment: The immediate pressure appears to be a sympathy selloff in AI-server stocks after Super Micro Computer reported a weaker quarter and softer near-term outlook. Investors may be questioning whether the sector’s rapid growth rates can be sustained ahead of Dell’s next earnings report, scheduled for September 3, 2026. Dell Slips as Peer Earnings Pressure AI Server Trade
• Negative Sentiment: Reported insider activity shows extensive selling and no open-market purchases over the past six months, including sales by senior executives. While these transactions may reflect diversification or scheduled selling, they can add caution after the stock’s steep advance. Dell Insider Trading Activity

Insider Transactions at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the sale, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was 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 directly owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,434,758 shares of company stock worth $1,448,870,683 in the last 90 days. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL stock opened at $438.90 on Friday. The company has a market capitalization of $284.46 billion, a P/E ratio of 34.86, a PEG ratio of 0.99 and a beta of 1.33. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $485.70. The stock has a 50 day moving average price of $416.56 and a two-hundred day moving average price of $258.89.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping 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 analysts’ expectations of $35.74 billion. During the same quarter last year, the business earned $1.55 earnings per share. The business’s revenue was up 87.5% on a year-over-year basis. 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 analysts predict that Dell Technologies Inc. will post 17.77 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

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.