Plato Investment Management Ltd Takes $5.91 Million Position in Dell Technologies Inc. $DELL

Plato Investment Management Ltd acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,784 shares of the technology company’s stock, valued at approximately $5,913,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Commonwealth Retirement Investments LLC bought a new position in Dell Technologies during the fourth quarter worth about $25,000. Rossby Financial LCC raised its holdings in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares in the last quarter. Navalign LLC bought a new position in shares of Dell Technologies during the 4th quarter worth approximately $29,000. Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies in the 4th quarter valued at $29,000. Finally, WealthCollab LLC grew its position in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after acquiring an additional 114 shares during the period. Institutional investors own 76.37% of the company’s stock.

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the sale, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’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. The trade was a 88.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 3,434,758 shares of company stock worth $1,448,870,683 over the last quarter. Corporate insiders own 41.50% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Wells Fargo raised its Dell price target to $545 from $505, citing strong AI hardware demand and recent earnings evidence that infrastructure spending remains robust. The upgrade supports the bullish case for Dell Technologies (DELL). Earnings Prove AI Hardware Demand Is Strong. That’s Good News for Dell Stock.
• Positive Sentiment: Strong results from Lenovo and Super Micro Computer reinforced expectations for sustained AI-server demand. Lenovo reportedly expanded its AI-server pipeline to approximately $54 billion, while Super Micro highlighted a record backlog, benefiting Dell as a major server supplier. Dell Rallies After Lenovo’s AI Server Pipeline Hits $54 Billion
• Positive Sentiment: Analysts and market commentary continue to point to Dell’s AI-infrastructure positioning, data-center growth and reported $43 billion backlog as support for future results. Dell’s latest quarterly report also significantly exceeded consensus estimates, providing momentum heading into its next earnings report, scheduled for September 3. 3 AI Infrastructure Stocks Powering the Data Center Boom in August
• Neutral Sentiment: Articles note that Dell has nearly quadrupled in 2026 and recently reached a record high. The rally confirms strong investor enthusiasm but also raises the question of whether much of the AI-growth outlook is already reflected in the stock. Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?
• Negative Sentiment: Profit-taking and valuation concerns may be weighing on the shares after the unusually large advance. Dell trades at a relatively elevated earnings multiple, making the stock more sensitive to any slowdown in AI orders, margin pressure or disappointing guidance.
• Negative Sentiment: The U.S. announcement of a 100% tariff on Chinese drone technology could increase geopolitical and supply-chain uncertainty for technology companies, although the direct impact on Dell’s core server business is unclear. U.S. Announces 100% Tariff on Chinese Drone Technology

Dell Technologies Stock Up 0.2%

Shares of NYSE DELL opened at $491.67 on Monday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $514.00. The firm’s 50-day simple moving average is $421.83 and its 200 day simple moving average is $273.89. The company has a market cap of $318.66 billion, a price-to-earnings ratio of 39.05, a price-to-earnings-growth ratio of 1.03 and a beta of 1.33.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates 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 company had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the previous year, the firm posted $1.55 earnings per share. The company’s 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. On average, equities analysts expect that Dell Technologies Inc. will post 18.17 earnings per share for the current year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were issued a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.5%. Dell Technologies’s dividend payout ratio is currently 20.02%.

Analysts Set New Price Targets

A number of research analysts have issued reports on DELL shares. Daiwa Securities Group lifted their price objective on Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Piper Sandler increased their target price on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Guggenheim raised shares of Dell Technologies to a “buy” rating in a report on Monday, June 1st. Wolfe Research cut shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Finally, UBS Group set a $700.00 price objective on shares of Dell Technologies in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $494.33.

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.