Harbor Advisors LLC Invests $246,000 in Dell Technologies Inc. $DELL

Harbor Advisors LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,500 shares of the technology company’s stock, valued at approximately $246,000.

A number of other institutional investors and hedge funds have also bought and sold shares of DELL. Hollencrest Capital Management grew its position in Dell Technologies by 2,605.6% in the 1st quarter. Hollencrest Capital Management now owns 487 shares of the technology company’s stock worth $80,000 after purchasing an additional 469 shares during the last quarter. Meeder Advisory Services Inc. lifted its stake in shares of Dell Technologies by 6.9% in the first quarter. Meeder Advisory Services Inc. now owns 7,700 shares of the technology company’s stock valued at $1,264,000 after buying an additional 497 shares during the period. Dimensional Fund Advisors LP grew its position in Dell Technologies by 3.0% during the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after buying an additional 27,668 shares in the last quarter. Parallel Advisors LLC increased its stake in Dell Technologies by 8.8% during the first quarter. Parallel Advisors LLC now owns 6,973 shares of the technology company’s stock valued at $1,145,000 after acquiring an additional 564 shares during the period. Finally, KBC Group NV increased its stake in Dell Technologies by 5.1% during the first quarter. KBC Group NV now owns 344,717 shares of the technology company’s stock valued at $56,578,000 after acquiring an additional 16,596 shares during the period. Institutional investors own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Daiwa Securities Group raised their price objective on Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Truist Financial upped their target price on Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Piper Sandler raised their target price on Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Finally, Argus lifted their price target on shares of Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research note 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 assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Trading Up 0.2%

DELL stock opened at $397.18 on Monday. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The business’s 50 day moving average is $372.69 and its 200-day moving average is $229.39. The firm has a market cap of $257.42 billion, a P/E ratio of 31.55, a P/E/G ratio of 0.85 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same quarter last year, the company earned $1.55 EPS. 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. Sell-side analysts forecast that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

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

Insider Activity

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 59,492 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 89,222 shares in the company, valued at $40,465,745.88. The trade was a 40.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the company’s stock in a transaction dated 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 directly owned 67,990 shares in the company, valued at $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 worth $1,448,870,683 in the last quarter. 41.50% of the stock is owned by company insiders.

Key Stories Impacting Dell Technologies

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 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.