Illinois Municipal Retirement Fund Boosts Stake in Dell Technologies Inc. $DELL

Illinois Municipal Retirement Fund raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 102.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 22,310 shares of the technology company’s stock after purchasing an additional 11,289 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Dell Technologies were worth $3,662,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Bell Investment Advisors Inc lifted its holdings in Dell Technologies by 19.3% during the 1st 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 in the last quarter. Raleigh Capital Management Inc. increased its position in shares of Dell Technologies by 6.9% during the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after acquiring an additional 67 shares during the period. Equitable Trust Co. increased its position in shares of Dell Technologies by 2.9% during the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after acquiring an additional 71 shares during the period. Ancora Advisors LLC raised its stake in shares of Dell Technologies by 18.6% during the third quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock valued at $79,000 after acquiring an additional 87 shares in the last quarter. Finally, 3Chopt Investment Partners LLC boosted its holdings in shares of Dell Technologies by 2.6% in the first quarter. 3Chopt Investment Partners LLC now owns 3,491 shares of the technology company’s stock valued at $573,000 after purchasing an additional 90 shares during the period. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $15,814,486.26. Following the sale, the director owned 43,961 shares in the company, valued at approximately $19,938,071.94. This represents a 44.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the firm’s stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $396.37, for a total transaction of $6,611,055.23. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,434,758 shares of company stock valued at $1,448,870,683 in the last three months. 41.50% of the stock is currently owned by insiders.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $397.18 on Friday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47. The company has a market cap of $257.42 billion, a PE ratio of 31.55, a P/E/G ratio of 0.85 and a beta of 1.31. The business has a 50-day simple moving average of $372.69 and a two-hundred day simple moving average of $228.67.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.55 earnings per share. 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, sell-side analysts predict that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business 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. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio is presently 20.02%.

Dell Technologies News Roundup

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?

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on DELL shares. Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Citic Securities raised their price target on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research note on Monday, June 1st. UBS Group set a $700.00 price objective on Dell Technologies in a report on Friday, May 29th. Guggenheim raised shares of Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Finally, JPMorgan Chase & Co. increased their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $492.76.

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.