Dell Technologies Inc. $DELL Stock Holdings Decreased by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. lessened its stake in Dell Technologies Inc. (NYSE:DELL) by 1.2% during the first quarter, HoldingsChannel.com reports. The firm owned 964,040 shares of the technology company’s stock after selling 11,296 shares during the period. Dell Technologies makes up approximately 1.0% of Epoch Investment Partners Inc.’s holdings, making the stock its 20th biggest holding. Epoch Investment Partners Inc.’s holdings in Dell Technologies were worth $158,228,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the company. Bell Investment Advisors Inc increased its holdings in Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after buying an additional 52 shares during the last quarter. Vectors Research Management LLC grew its position in shares of Dell Technologies by 0.4% in the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after acquiring an additional 55 shares in the last quarter. Raleigh Capital Management Inc. increased its holdings in shares of Dell Technologies by 6.9% in the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after acquiring an additional 67 shares during the last quarter. Equitable Trust Co. raised its position in shares of Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after acquiring an additional 71 shares in the last quarter. Finally, Quadrant Private Wealth Management LLC lifted its stake in Dell Technologies by 4.1% during the first quarter. Quadrant Private Wealth Management LLC now owns 1,830 shares of the technology company’s stock worth $300,000 after purchasing an additional 72 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the sale, the director owned 43,961 shares of the company’s stock, valued at $19,938,071.94. The trade was a 44.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 59,492 shares of the business’s stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $26,982,001.68. Following the transaction, the director owned 89,222 shares of the company’s stock, valued at $40,465,745.88. This trade represents a 40.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683 in the last quarter. 41.50% of the stock is owned by insiders.

Analysts Set New Price Targets

DELL has been the topic of a number of research reports. Morgan Stanley increased their target price on shares of Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a report on Tuesday, June 23rd. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. Evercore reiterated an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, July 8th. The Goldman Sachs Group raised their target price on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Finally, Roth Capital began coverage on Dell Technologies in a research note on Friday, May 29th. They issued a “buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $494.67.

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

Dell Technologies Stock Down 0.7%

DELL stock opened at $436.43 on Friday. The stock has a market cap of $282.85 billion, a PE ratio of 34.66, a price-to-earnings-growth ratio of 0.94 and a beta of 1.31. The firm’s 50-day simple moving average is $390.33 and its 200 day simple moving average is $238.94. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the business posted $1.55 EPS. Dell Technologies’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. Equities analysts forecast that Dell Technologies Inc. will post 17.77 EPS for the current fiscal 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 issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

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.