Fulton Bank N.A. Has $3.26 Million Holdings in Dell Technologies Inc. $DELL

Fulton Bank N.A. boosted its stake in Dell Technologies Inc. (NYSE:DELL) by 8.2% in the first quarter, HoldingsChannel reports. The firm owned 19,837 shares of the technology company’s stock after acquiring an additional 1,503 shares during the period. Fulton Bank N.A.’s holdings in Dell Technologies were worth $3,256,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Campbell Capital Management Inc. lifted its holdings in shares of Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after purchasing an additional 20,362 shares in the last quarter. ProShare Advisors LLC raised its stake in shares of Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after purchasing an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in shares of Dell Technologies in the fourth quarter valued at about $23,332,000. Tectonic Advisors LLC acquired a new position in shares of Dell Technologies during the fourth quarter worth about $5,620,000. Finally, B. Metzler seel. Sohn & Co. AG grew its holdings in shares of Dell Technologies by 156.2% during the third quarter. B. Metzler seel. Sohn & Co. AG now owns 119,263 shares of the technology company’s stock worth $16,908,000 after buying an additional 72,712 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction 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. This represents a 82.75% 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 Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the sale, the director owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,901,953 shares of company stock valued at $1,403,598,971 over the last 90 days. 41.50% of the stock is currently owned by insiders.

Dell Technologies Trading Down 1.2%

Dell Technologies stock opened at $426.12 on Thursday. The company has a market capitalization of $276.17 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 0.92 and a beta of 1.31. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47. The stock’s 50 day moving average is $325.01 and its 200-day moving average is $204.87.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion for 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%.The company’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same period 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. As a group, equities research analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio is currently 20.02%.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on DELL shares. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. Roth Mkm initiated coverage on shares of Dell Technologies in a report on Friday, May 29th. They set a “buy” rating for the company. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Finally, Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. One investment 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.

Key Dell Technologies News

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

• Positive Sentiment: Multiple reports say Dell is benefiting from the Super Micro Computer investigation tied to alleged Nvidia chip smuggling, with investors viewing Dell as a cleaner, more reliable AI server winner and possible share-gain beneficiary. Dell Stock Gets a ‘Slam Dunk’ as Super Micro Faces Taiwan Office Raid Over Alleged Nvidia Chip Smuggling
• Positive Sentiment: Dell is also getting credit for expanding its AI infrastructure offerings, including the launch of PowerStore Elite in India, which reinforces the company’s growth story in enterprise AI storage and data-center hardware. Dell launches AI-focused PowerStore Elite storage platform in India as enterprise AI infrastructure race heats up
• Positive Sentiment: Commentary across Wall Street remains upbeat on Dell Technologies, with some analysts and media outlets still arguing the stock has room to rise even after a sharp rally, thanks to strong AI server demand. Dell Stock Price Prediction: The Case for 20%+ Upside
• Neutral Sentiment: Dell completed its redomestication to Texas corporation status, a corporate-structure update that is not likely to be a major near-term stock driver. Dell Completes Redomestication to Texas Corporation Status
• Negative Sentiment: Some analysts and articles warn that Dell’s valuation now looks stretched after its steep advance, leaving less room for upside if AI demand cools or competition intensifies. Dell Technologies (DELL) Faces Valuation and Competition Concerns After Strong Rally
• Negative Sentiment: Another concern is margin pressure: one report says Dell’s AI growth is real, but profitability is being squeezed as lower-margin server sales make up a bigger share of revenue. Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
• Negative Sentiment: A recent insider sale by a Dell director could add some caution after the stock’s strong multi-month move. Dell Technologies Inc. (NYSE:DELL) – Get Free Report

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.