Dell Technologies Inc. $DELL Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. lessened its stake in Dell Technologies Inc. (NYSE:DELL) by 0.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 329,740 shares of the technology company’s stock after selling 1,466 shares during the period. Principal Financial Group Inc.’s holdings in Dell Technologies were worth $54,120,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Chicago Partners Investment Group LLC boosted its stake in Dell Technologies by 42.2% during the 1st quarter. Chicago Partners Investment Group LLC now owns 9,268 shares of the technology company’s stock valued at $1,521,000 after purchasing an additional 2,751 shares in the last quarter. Triglav Investments D.O.O. raised its stake in shares of Dell Technologies by 30.0% in the 1st quarter. Triglav Investments D.O.O. now owns 13,000 shares of the technology company’s stock worth $2,134,000 after buying an additional 3,000 shares in the last quarter. J. Safra Sarasin Holding AG acquired a new stake in shares of Dell Technologies in the first quarter valued at $369,000. Applied Finance Capital Management LLC grew its holdings in Dell Technologies by 12.9% during the first quarter. Applied Finance Capital Management LLC now owns 10,591 shares of the technology company’s stock worth $1,738,000 after acquiring an additional 1,209 shares during the period. Finally, Brindle & Bay Financial Advisors LLC acquired a new position in Dell Technologies during the first quarter worth about $204,000. 76.37% of the stock is currently owned by institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

Dell Technologies Trading Up 1.5%

DELL stock opened at $397.18 on Friday. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47. The firm has a 50-day moving average of $372.69 and a two-hundred day moving average of $228.67. The firm has a market capitalization of $257.42 billion, a PE ratio of 31.55, a P/E/G ratio of 0.84 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share 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 business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same period last year, the firm posted $1.55 earnings per share. The firm’s quarterly revenue was up 87.5% compared to the same quarter last year. 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 research analysts anticipate that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be given a dividend of $0.63 per share. The ex-dividend date 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 (DPR) is presently 20.02%.

Insiders Place Their Bets

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction dated 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 transaction, the director owned 43,961 shares of the company’s stock, valued at $19,938,071.94. The trade was a 44.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $396.37, for a total transaction of $6,611,055.23. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on DELL shares. Citic Securities upped their price target 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. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Loop Capital increased their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Wells Fargo & Company raised their target price on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Finally, Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Company 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.