Dell Technologies Inc. $DELL Stake Boosted by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. increased its stake in Dell Technologies Inc. (NYSE:DELL) by 27.1% during the 4th quarter, HoldingsChannel reports. The firm owned 37,779 shares of the technology company’s stock after acquiring an additional 8,051 shares during the period. Adell Harriman & Carpenter Inc.’s holdings in Dell Technologies were worth $4,756,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in DELL. Investment House LLC lifted its position in Dell Technologies by 8.7% in the 4th quarter. Investment House LLC now owns 259,815 shares of the technology company’s stock valued at $32,706,000 after purchasing an additional 20,865 shares during the last quarter. Banque Cantonale Vaudoise grew its position in Dell Technologies by 11.4% in the 4th quarter. Banque Cantonale Vaudoise now owns 37,925 shares of the technology company’s stock worth $4,773,000 after purchasing an additional 3,880 shares during the last quarter. Fairtree Asset Management Pty Ltd bought a new position in Dell Technologies in the 4th quarter worth about $1,180,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in shares of Dell Technologies in the fourth quarter valued at approximately $6,079,000. Finally, PNC Financial Services Group Inc. raised its holdings in shares of Dell Technologies by 15.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 89,757 shares of the technology company’s stock valued at $11,299,000 after buying an additional 11,908 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.81, for a total transaction of $67,541,420.00. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, COO Jeffrey W. Clarke sold 116,000 shares of Dell Technologies stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the transaction, the chief operating officer owned 1,687,414 shares in the company, valued at approximately $307,919,306.72. The trade was a 6.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 3,571,688 shares of company stock valued at $576,654,105. Corporate insiders own 42.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. UBS Group downgraded Dell Technologies from a “buy” rating to a “neutral” rating and lifted their target price for the company from $167.00 to $243.00 in a research note on Sunday, May 10th. Piper Sandler reduced their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Mizuho raised their target price on shares of Dell Technologies from $215.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, May 6th. Wall Street Zen downgraded shares of Dell Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Finally, The Goldman Sachs Group upped their price target on shares of Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $198.16.

Dell Technologies Price Performance

NYSE DELL opened at $235.42 on Wednesday. The company has a market capitalization of $152.02 billion, a P/E ratio of 27.00, a PEG ratio of 0.97 and a beta of 0.99. Dell Technologies Inc. has a 12 month low of $106.38 and a 12 month high of $263.99. The company’s 50 day simple moving average is $192.07 and its 200 day simple moving average is $150.99.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the prior year, the company earned $2.68 earnings per share. The firm’s revenue was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, analysts anticipate that Dell Technologies Inc. will post 11.87 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were given a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.1%. Dell Technologies’s dividend payout ratio is 28.90%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell unveiled new AI infrastructure offerings, including Deskside Agentic AI, PowerStore Elite storage, PowerEdge 18th-gen servers, and PowerRack, all aimed at helping enterprises deploy AI faster with better security, lower latency, and data-sovereignty control.
• Positive Sentiment: Multiple reports highlighted Dell’s growing AI momentum, including strong enterprise demand, a record AI backlog, and surging AI server orders, reinforcing the case that AI infrastructure is driving Dell’s growth outlook.
• Positive Sentiment: Analysts turned more constructive, with Evercore and Bank of America both raising price targets, signaling confidence that Dell’s AI server and data-center pipeline can keep supporting earnings growth.
• Neutral Sentiment: Dell and OpenAI-related coverage suggested the company is becoming an on-prem channel for frontier models and enterprise AI tools, which adds to the AI story but is still early in monetization.
• Negative Sentiment: Some commentary warned that Dell’s stock may already be rich after its recent run, and there are lingering concerns that supply constraints and lofty valuation could limit near-term upside.

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.