Dell Technologies Inc. $DELL Shares Acquired by Buck Wealth Strategies LLC

Buck Wealth Strategies LLC raised its position in shares of Dell Technologies Inc. (NYSE:DELL) by 83.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,421 shares of the technology company’s stock after acquiring an additional 4,298 shares during the quarter. Buck Wealth Strategies LLC’s holdings in Dell Technologies were worth $1,186,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. WealthCollab LLC increased 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 acquiring an additional 114 shares during the last quarter. State of Wyoming purchased a new position in shares of Dell Technologies during the second quarter worth $33,000. J.Safra Asset Management Corp purchased a new position in Dell Technologies in the third quarter valued at $43,000. Westside Investment Management Inc. boosted its holdings in Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares during the period. Finally, Cullen Frost Bankers Inc. boosted its holdings in Dell Technologies by 48.4% in the third quarter. Cullen Frost Bankers Inc. now owns 316 shares of the technology company’s stock valued at $45,000 after purchasing an additional 103 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Jim Cramer spotlighted Dell as a core AI infrastructure winner, emphasizing that its servers are central to the AI buildout. Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
• Positive Sentiment: Dell was named alongside Nvidia in a new TotalEnergies supercomputer project in France, reinforcing its role in large-scale AI and high-performance computing deployments. TotalEnergies inks deal with Nvidia and Dell to build supercomputer in Pau, France
• Positive Sentiment: Analysts and market commentary continue to frame Dell as an undervalued AI infrastructure name, with expectations that upcoming earnings could extend momentum. Why Is Dell Technologies Stock (DELL) Rising Today, 5/8/26?
• Neutral Sentiment: Brokerage sentiment remains constructive, with Dell receiving an average “Moderate Buy” rating, supporting the stock’s bullish narrative. Dell Technologies Inc. Given Average Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Some recent coverage noted Dell’s prior pullback after strong gains, and investors may be watching for valuation risk or any disappointment in upcoming earnings. Why Dell Technologies (DELL) Dipped More Than Broader Market Today

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Wolfe Research assumed coverage on Dell Technologies in a report on Thursday, April 9th. They set a “peer perform” rating for the company. Raymond James Financial boosted their price target on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. Daiwa Securities Group lifted their price objective on Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, The Goldman Sachs Group boosted their price target on Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $186.84.

Dell Technologies Trading Up 13.0%

Shares of Dell Technologies stock opened at $260.18 on Friday. The company has a fifty day moving average price of $175.62 and a 200 day moving average price of $146.04. Dell Technologies Inc. has a twelve month low of $95.64 and a twelve month high of $263.99. The stock has a market cap of $168.01 billion, a price-to-earnings ratio of 29.84, a price-to-earnings-growth ratio of 0.94 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s revenue was up 39.5% on a year-over-year basis. During the same period in the prior year, the company earned $2.68 EPS. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Analysts forecast that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is currently 28.90%.

Insider Transactions at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is currently owned by corporate insiders.

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.