4,843 Shares in Dell Technologies Inc. $DELL Purchased by Gaddis Premier Wealth Advisors LLC

Gaddis Premier Wealth Advisors LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 4,843 shares of the technology company’s stock, valued at approximately $610,000.

A number of other large investors have also modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies in the 4th quarter worth about $25,000. Contrarius Group Holdings Ltd increased its holdings in shares of Dell Technologies by 5.9% in the 4th quarter. Contrarius Group Holdings Ltd now owns 692,598 shares of the technology company’s stock worth $87,184,000 after acquiring an additional 38,555 shares during the period. Erste Asset Management GmbH increased its holdings in shares of Dell Technologies by 31.0% in the 4th quarter. Erste Asset Management GmbH now owns 36,414 shares of the technology company’s stock worth $4,641,000 after acquiring an additional 8,624 shares during the period. SouthState Bank Corp increased its holdings in shares of Dell Technologies by 3.1% in the 4th quarter. SouthState Bank Corp now owns 31,475 shares of the technology company’s stock worth $3,962,000 after acquiring an additional 960 shares during the period. Finally, Tradition Wealth Management LLC acquired a new position in Dell Technologies during the 4th quarter valued at about $274,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI-server and infrastructure business is being highlighted as a key growth driver, with reports pointing to sharply higher ISG revenue, strong backlog, and continued demand from AI partnerships. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
• Positive Sentiment: Shares are also rising on renewed AI-order buzz, including speculation that Dell could benefit from a fresh xAI-related purchase, which supports sentiment around near-term server demand. A New xAI Purchase? Super Micro (SMCI) and Dell Stocks Rise on Order Buzz
• Positive Sentiment: Analysts and market commentary continue to frame Dell as one of the standout AI server winners, with the stock benefiting from a broader re-rating of AI hardware stocks. AI Server Earnings: Wall Street Sees One Clear Standout
• Neutral Sentiment: Dell also received a channel-partner accolade, with AHEAD named Dell Technologies North America Channel Partner of the Year, a supportive but not major stock-moving development. AHEAD Named Dell Technologies North America Channel Partner of the Year
• Negative Sentiment: Offsetting the optimism, Dell is facing fresh political and governance scrutiny after President Trump’s stock purchase and public endorsement drew conflict-of-interest concerns, which could add valuation uncertainty. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story
• Negative Sentiment: Recent insider and related-party selling by a Dell director and Silver Lake-linked entities may weigh on sentiment, even if the sales are not necessarily a change in the company’s fundamentals. Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $3,719,018.16 in Stock

Dell Technologies Stock Performance

Dell Technologies stock opened at $400.14 on Tuesday. The firm has a market cap of $258.39 billion, a price-to-earnings ratio of 31.78, a price-to-earnings-growth ratio of 1.16 and a beta of 1.30. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47. The firm’s 50 day moving average price is $247.27 and its two-hundred day moving average price is $171.80.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share 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 analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% compared to the same quarter last year. During the same period last year, the company posted $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. As a group, equities analysts predict that Dell Technologies Inc. will post 12.93 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have commented on DELL shares. CLSA raised shares of Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. Mizuho raised their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Finally, William Blair started coverage on shares of Dell Technologies in a research note on Monday, June 1st. They set a “neutral” rating on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Insider Buying and Selling at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 78,425 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $414.43, for a total value of $32,501,672.75. Following the completion of the sale, the director owned 105,342 shares in the company, valued at approximately $43,656,885.06. This represents a 42.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Spv-2 L.P. Sl sold 83,742 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $424.55, for a total transaction of $35,552,666.10. Following the completion of the transaction, the director directly owned 22,545 shares of the company’s stock, valued at $9,571,479.75. This represents a 78.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 4,094,908 shares of company stock valued at $1,148,141,269. 41.50% of the stock is currently owned by corporate insiders.

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.