Quotient Wealth Partners LLC Acquires Shares of 1,572 Dell Technologies Inc. $DELL

Quotient Wealth Partners LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,572 shares of the technology company’s stock, valued at approximately $258,000.

Several other institutional investors also recently modified their holdings of DELL. Brighton Jones LLC boosted its position in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Dell Technologies during the 2nd quarter valued at $328,000. Marshall Wace LLP bought a new stake in shares of Dell Technologies during the 2nd quarter worth $809,000. Gamco Investors INC. ET AL boosted its holdings in shares of Dell Technologies by 30.2% in 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 last quarter. Finally, NewEdge Advisors LLC grew its position in Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after buying an additional 34,538 shares during the period. 76.37% of the stock is owned by institutional investors.

Insider Activity

In other Dell Technologies news, COO Jeffrey W. Clarke sold 116,000 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the transaction, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. This trade represents a 6.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director owned 36,659 shares of the company’s stock, valued at $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,873,252 shares of company stock worth $1,391,926,654 in the last three months. Insiders own 41.50% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Dell introduced the PowerEdge XE8812 server at ISC High Performance 2026, a new AI/HPC system built around NVIDIA Vera Rubin NVL4 architecture and designed to support up to 144 GPUs per rack. This strengthens Dell’s position in enterprise AI infrastructure and is likely helping sentiment. Article Title
• Positive Sentiment: Investors are still reacting to Dell’s strong recent earnings update, which showed sharply higher revenue, large AI orders, and a record AI backlog. That gives the market more confidence that demand for Dell’s servers and related hardware remains robust. Article Title
• Positive Sentiment: Multiple articles highlighted Dell as an attractive AI/data-center play and noted that its valuation remains relatively appealing versus the broader market, which may be supporting additional buying interest. Article Title
• Neutral Sentiment: Other coverage linked Dell’s move to a broader AI server rally across the sector, suggesting the stock is benefiting from strong momentum in hardware names tied to NVIDIA-powered systems. Article Title

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $418.38 on Tuesday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47. The stock has a market cap of $271.16 billion, a PE ratio of 33.23, a price-to-earnings-growth ratio of 0.88 and a beta of 1.30. The stock has a fifty day moving average of $292.73 and a 200-day moving average of $191.01.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm’s quarterly revenue was up 87.5% on a year-over-year basis. During the same quarter in the prior year, the firm 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, sell-side analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current year.

Dell Technologies Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have commented on DELL shares. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Roth Mkm initiated coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set a “buy” rating for the company. Mizuho raised their price target on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research note on Monday, June 1st. Melius Research set a $565.00 price target on shares of Dell Technologies in a report on Friday, May 29th. Finally, The Goldman Sachs Group upped their price objective on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a research note 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 given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

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.