Canada Post Corp Registered Pension Plan Buys 3,187 Shares of Dell Technologies Inc. $DELL

Canada Post Corp Registered Pension Plan grew its stake in Dell Technologies Inc. (NYSE:DELL) by 37.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,587 shares of the technology company’s stock after purchasing an additional 3,187 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in Dell Technologies were worth $1,459,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of DELL. Flagship Harbor Advisors LLC boosted its holdings in shares of Dell Technologies by 1.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after acquiring an additional 71 shares in the last quarter. Westside Investment Management Inc. boosted its holdings in shares of Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. Pinnacle Associates Ltd. boosted its holdings in shares of Dell Technologies by 0.4% in the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after acquiring an additional 78 shares in the last quarter. Lindenwold Advisors INC boosted its holdings in shares of Dell Technologies by 1.0% in the 3rd quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock worth $1,302,000 after acquiring an additional 87 shares in the last quarter. Finally, Ancora Advisors LLC boosted its holdings in shares of Dell Technologies by 18.6% in the 3rd quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock worth $79,000 after acquiring an additional 87 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: Dell unveiled expanded AI Factory offerings with Nvidia, including new production-ready agentic AI tools and a turnkey PowerRack solution, reinforcing demand for Dell’s AI servers, storage, and networking products. Dell Technologies Delivers Production-Ready Agentic AI from Deskside to Data Center
• Positive Sentiment: Management highlighted growing AI demand, including reports that Dell added 1,000 new enterprise AI customers and is seeing strong traction in AI Factory deployments, which supports the bullish outlook for its infrastructure business. Dell Stock Slides despite Adding 1000 New Enterprise AI Customers
• Positive Sentiment: Bank of America raised its price target on Dell to $280 from $246 and reiterated a Buy rating, citing robust AI server demand and the potential for a strong Q1 beat. Dell Could Deliver Strong Q1 Beat As AI Server Demand Remains Robust, Says BofA
• Positive Sentiment: Dell’s latest comments with Nvidia CEO Jensen Huang emphasized rising demand for memory and AI infrastructure, which underscores the strength of the broader AI hardware cycle. Nvidia CEO Huang Sees Demand for Memory Outpacing Capacity
• Neutral Sentiment: Several Dell World announcements and interviews are centered on future AI adoption, enterprise agentic AI, and supply-chain scaling; these are strategically important but do not yet confirm near-term financial results. Dell Technologies World 2026: Biggest Dell AI Factory With Nvidia Innovation
• Neutral Sentiment: Dell is also expanding its AI PC lineup and working on additional partnerships, which broadens the growth story but is less immediately tied to the stock’s move than the AI server momentum. Dell expands AI PC lineup with new slim Dell 14s and 16s laptops

Dell Technologies Stock Performance

NYSE:DELL opened at $238.12 on Tuesday. The stock’s fifty day moving average price is $190.29 and its two-hundred day moving average price is $150.48. Dell Technologies Inc. has a 52-week low of $106.38 and a 52-week high of $263.99. The company has a market cap of $153.77 billion, a price-to-earnings ratio of 27.31, a P/E/G ratio of 0.98 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the prior year, the business earned $2.68 EPS. The business’s revenue for the quarter was up 39.5% compared to the same quarter last year. 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. On average, equities analysts predict that Dell Technologies Inc. will post 11.9 EPS for the current fiscal 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 issued a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.1%. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is currently 28.90%.

Analyst Ratings Changes

Several research analysts have recently commented on DELL shares. Citigroup boosted their target price on Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Piper Sandler reduced their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Wolfe Research started coverage on Dell Technologies in a report on Thursday, April 9th. They issued a “peer perform” rating on the stock. Bank of America boosted their target price on Dell Technologies from $246.00 to $280.00 and gave the stock a “buy” rating in a report on Monday. Finally, Weiss Ratings raised Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $196.58.

Insiders Place Their Bets

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. 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 worth $576,654,105. 42.00% of the stock is currently owned by company insiders.

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.