NewEdge Wealth LLC Buys 14,384 Shares of Dell Technologies Inc. $DELL

NewEdge Wealth LLC boosted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 51.1% in the fourth quarter, HoldingsChannel reports. The firm owned 42,542 shares of the technology company’s stock after purchasing an additional 14,384 shares during the quarter. NewEdge Wealth LLC’s holdings in Dell Technologies were worth $5,355,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp boosted its position in Dell Technologies by 2.5% during the third quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock worth $2,048,613,000 after purchasing an additional 350,941 shares during the period. Invesco Ltd. boosted its position in shares of Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after acquiring an additional 2,191,317 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Dell Technologies by 19.9% in the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after acquiring an additional 637,189 shares during the period. Finally, Wellington Management Group LLP boosted its position in shares of Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after acquiring an additional 2,937,137 shares during the period. 76.37% of the stock is owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Jim Cramer spotlighted Dell as a core AI infrastructure winner, emphasizing that its servers are central to the AI buildout. Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
• Positive Sentiment: Dell was named alongside Nvidia in a new TotalEnergies supercomputer project in France, reinforcing its role in large-scale AI and high-performance computing deployments. TotalEnergies inks deal with Nvidia and Dell to build supercomputer in Pau, France
• Positive Sentiment: Analysts and market commentary continue to frame Dell as an undervalued AI infrastructure name, with expectations that upcoming earnings could extend momentum. Why Is Dell Technologies Stock (DELL) Rising Today, 5/8/26?
• Neutral Sentiment: Brokerage sentiment remains constructive, with Dell receiving an average “Moderate Buy” rating, supporting the stock’s bullish narrative. Dell Technologies Inc. Given Average Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Some recent coverage noted Dell’s prior pullback after strong gains, and investors may be watching for valuation risk or any disappointment in upcoming earnings. Why Dell Technologies (DELL) Dipped More Than Broader Market Today

Insider Activity

In other news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the transaction, the director directly 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 SEC filing for this sale provides additional information. In the last three months, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. Insiders own 42.00% of the company’s stock.

Dell Technologies Trading Down 0.1%

Shares of NYSE DELL opened at $260.18 on Monday. The company has a market cap of $168.01 billion, a price-to-earnings ratio of 29.84, a PEG ratio of 1.06 and a beta of 0.99. Dell Technologies Inc. has a 12 month low of $95.64 and a 12 month high of $263.99. The stock has a 50-day moving average price of $175.62 and a two-hundred day moving average price of $146.04.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.68 earnings per share. 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, sell-side analysts predict that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were paid a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.0%. Dell Technologies’s payout ratio is presently 28.90%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on DELL shares. Weiss Ratings raised shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. Barclays boosted their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Bank of America boosted their target price on shares of Dell Technologies from $205.00 to $246.00 in a research report on Monday, April 27th. Evercore boosted their target price on shares of Dell Technologies from $205.00 to $240.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Raymond James Financial boosted their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $190.84.

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.