Ilmarinen Mutual Pension Insurance Co Buys 9,000 Shares of Dell Technologies Inc. $DELL

Ilmarinen Mutual Pension Insurance Co increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 13.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,401 shares of the technology company’s stock after acquiring an additional 9,000 shares during the quarter. Ilmarinen Mutual Pension Insurance Co’s holdings in Dell Technologies were worth $9,366,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after purchasing an additional 1,355,841 shares during the last quarter. State Street Corp boosted its stake in Dell Technologies by 2.5% during the 3rd quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock valued at $2,048,613,000 after purchasing an additional 350,941 shares during the last quarter. Geode Capital Management LLC boosted its stake in Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after purchasing an additional 108,011 shares during the last quarter. Invesco Ltd. boosted its stake in Dell Technologies by 82.3% during the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after purchasing an additional 2,191,317 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its stake in Dell Technologies by 19.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after purchasing an additional 637,189 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Price Performance

DELL opened at $318.22 on Friday. Dell Technologies Inc. has a one year low of $106.38 and a one year high of $327.73. The firm has a market capitalization of $205.49 billion, a P/E ratio of 36.49, a price-to-earnings-growth ratio of 1.12 and a beta of 0.99. The company has a fifty day moving average price of $211.39 and a 200-day moving average price of $157.54.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the previous year, the company earned $1.55 EPS. The business’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, analysts expect that Dell Technologies Inc. will post 12.21 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Morgan Stanley raised shares of Dell Technologies from an “underweight” rating to a “buy” rating in a research report on Friday, May 22nd. Barclays lifted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Piper Sandler reaffirmed an “overweight” rating on shares of Dell Technologies in a report on Friday. Finally, Wells Fargo & Company lifted their price target on shares of Dell Technologies from $180.00 to $270.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $211.32.

Key Dell Technologies News

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

• Positive Sentiment: Dell reported fiscal Q1 revenue of $43.8 billion, far above estimates, with EPS of $5.24 and non-GAAP EPS of $4.86 both topping forecasts by a wide margin. Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
• Positive Sentiment: AI infrastructure demand was the standout catalyst: AI-optimized server revenue jumped sharply, and Dell said its backlog/orders and data-center momentum support continued growth. Dell raises annual forecasts as AI data center buildout fuels demand
• Positive Sentiment: Management raised FY2027 guidance to $165 billion-$169 billion in revenue and $17.90 EPS, signaling confidence that AI and server spending will keep accelerating. Dell Raises Fiscal Year Outlook After Sales Soar 88%
• Positive Sentiment: Dell also won a $9.7 billion Pentagon software contract, which added an extra boost to sentiment ahead of earnings and reinforced the company’s government/enterprise footprint. Dell wins a $9.7 billion Pentagon software deal after cozying up to Trump

Insider Buying and Selling

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 3,571,688 shares of company stock valued at $576,654,105. Corporate insiders own 41.50% of the company’s stock.

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.