Oppenheimer Asset Management Inc. Has $12.97 Million Stake in Dell Technologies Inc. $DELL

Oppenheimer Asset Management Inc. boosted its stake in Dell Technologies Inc. (NYSE:DELL) by 93.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,998 shares of the technology company’s stock after purchasing an additional 49,870 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Dell Technologies were worth $12,965,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of DELL. Brighton Jones LLC boosted its position in Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after acquiring an additional 901 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Dell Technologies during the second quarter valued at $328,000. Marshall Wace LLP bought a new stake in Dell Technologies during the second quarter valued at $809,000. Gamco Investors INC. ET AL boosted its position in Dell Technologies by 30.2% during the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after acquiring an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its position in Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after acquiring an additional 34,538 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

NYSE:DELL opened at $210.23 on Friday. The firm has a 50-day moving average price of $169.13 and a two-hundred day moving average price of $144.50. Dell Technologies Inc. has a 52 week low of $92.53 and a 52 week high of $221.50. The firm has a market cap of $135.76 billion, a price-to-earnings ratio of 24.11, a price-to-earnings-growth ratio of 0.85 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results 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 net margin of 5.23% and a negative return on equity of 236.90%. The company had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter last year, the business posted $2.68 EPS. Dell Technologies’s quarterly revenue 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. As a group, sell-side analysts forecast that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were issued a $0.63 dividend. The ex-dividend date of this dividend was Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.2%. Dell Technologies’s payout ratio is currently 28.90%.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of research analyst reports. JPMorgan Chase & Co. upped their price target on shares of Dell Technologies from $165.00 to $205.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Raymond James Financial upped their price target 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. The Goldman Sachs Group upped their price target on shares of Dell Technologies from $215.00 to $230.00 in a research report on Thursday. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, Daiwa Securities Group upped their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $184.47.

Key Dell Technologies News

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

• Positive Sentiment: Dell led AI-server peers in April, gaining the most of the group as investors reward exposure to agentic/AI server demand — a direct driver of revenue and margin outlook. Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
• Positive Sentiment: Goldman Sachs raised its price target on DELL to $230 (from $215), signaling stronger analyst conviction and providing fresh catalyst for buy-side flows. Goldman Sachs Lifts Dell Technologies Price Target to $230 From $215
• Positive Sentiment: Trust3 AI expanded a strategic partnership with Dell to deliver a secure, governed AI-ready data lakehouse — a commercial tie-up that supports pipeline growth for Dell’s data center and software offerings. Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed AI-Ready Data Lakehouse Infrastructure
• Positive Sentiment: Portfolio managers and commentators are highlighting Dell as a “downstream winner” from the latest AI cycle, reinforcing the idea that non-chip hardware and systems companies can capture durable demand. The downstream winners of the AI trade’s latest phase
• Positive Sentiment: Street commentary noted a new street-high price target on Dell as analysts bet agentic AI will sustain momentum into 2027, which can support multiple expansion. Dell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?
• Neutral Sentiment: Short-term market coverage notes DELL outpaced the broader market on recent sessions (momentum ahead of earnings), but trading volume remains below average — highlighting possible concentration of gains in sentiment-driven flows. Why Dell Technologies (DELL) Outpaced the Stock Market Today
• Neutral Sentiment: Peer upgrades (e.g., Bank of America lifting HPE) underline sector-wide bullishness on the next AI phase; positive for sentiment but increases competitive visibility for Dell. Bank of America Lifts Hewlett Packard Enterprise (HPE) Target

Insider Buying and Selling at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the sale, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 3,571,688 shares of company stock worth $576,654,105. Insiders own 42.00% of the company’s stock.

About Dell Technologies

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.