Dell Technologies Inc. $DELL Position Boosted by Sei Investments Co.

Sei Investments Co. boosted its position in Dell Technologies Inc. (NYSE:DELL) by 3.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 530,460 shares of the technology company’s stock after buying an additional 17,986 shares during the period. Sei Investments Co.’s holdings in Dell Technologies were worth $87,063,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of DELL. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the 4th quarter worth approximately $25,000. Rossby Financial LCC raised its position in shares of Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares in the last quarter. Navalign LLC acquired a new stake in shares of Dell Technologies during the 4th quarter valued at approximately $29,000. Kemnay Advisory Services Inc. bought a new position in Dell Technologies during the fourth quarter worth $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. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Trading Down 0.7%

Shares of NYSE:DELL opened at $436.43 on Friday. The firm’s 50 day moving average is $390.33 and its two-hundred day moving average is $238.94. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The firm has a market capitalization of $282.85 billion, a P/E ratio of 34.66, a PEG ratio of 0.94 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 EPS for the quarter, beating 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 company earned $1.55 EPS. Dell Technologies’s quarterly 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. Analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

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

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 59,492 shares of the stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $26,982,001.68. Following the completion of the sale, the director directly owned 89,222 shares of the company’s stock, valued at $40,465,745.88. This represents a 40.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the firm’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the sale, the director owned 67,990 shares of the company’s stock, valued at approximately $30,836,184.60. This represents a 50.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 3,434,758 shares of company stock valued at $1,448,870,683 in the last 90 days. 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 was selected by Texas A&M Engineering Experiment Station to build the IGNITE secure AI and high-performance computing platform, a contract that adds to Dell’s AI/HPC momentum and highlights its role in national research infrastructure. Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research
• Positive Sentiment: Investor optimism around AI servers is spreading across the sector, with reports pointing to Dell’s exposure to Nvidia-powered AI server demand as a key reason the stock has been moving higher. Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
• Positive Sentiment: Analyst commentary is also leaning bullish, with several forecasts suggesting Dell still has room to run as AI server growth remains a major theme for the stock. Dell To Rally More Than 17%? Here Are 10 Top Analyst Forecasts For Friday
• Neutral Sentiment: Some market coverage notes that Dell’s AI story is improving, but also flags new risks, suggesting investors are still weighing upside from AI demand against margin and execution concerns. Dell’s AI Story Gains Traction but New Risks Are Emerging
• Negative Sentiment: One concern for Dell remains margin pressure tied to the AI server buildout, which could limit how much of the AI demand boom translates into profits. Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year

Analysts Set New Price Targets

DELL has been the subject of several recent research reports. Evercore reiterated an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, July 8th. Daiwa Securities Group raised their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Mizuho boosted their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday, June 1st. Finally, Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $494.67.

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.