Prevail Innovative Wealth Advisors LLC Cuts Stock Holdings in Dell Technologies Inc. $DELL

Prevail Innovative Wealth Advisors LLC lessened its position in Dell Technologies Inc. (NYSE:DELL) by 74.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 9,098 shares of the technology company’s stock after selling 27,202 shares during the quarter. Prevail Innovative Wealth Advisors LLC’s holdings in Dell Technologies were worth $1,145,000 at the end of the most recent reporting period.

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

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Bank of America reportedly expects Dell to deliver a “beat and raise” next week, citing strong demand for AI servers, better-than-expected PC trends, and improving Infrastructure Solutions Group revenue. The firm also lifted its price target to $280, reinforcing bullish sentiment ahead of earnings.
• Positive Sentiment: Multiple previews ahead of Dell’s fiscal first-quarter results say Wall Street is looking for earnings and revenue growth, with analysts pointing to Dell’s large AI server backlog as a key driver. Investors appear to be betting that the company can keep outperforming expectations.
• Positive Sentiment: Dell announced that Arthur Lewis, president of Infrastructure Solutions Group, will present at the Bank of America Global Technology Conference in June. While not a major catalyst by itself, the conference appearance keeps attention on Dell’s AI and infrastructure strategy.
• Neutral Sentiment: Recent commentary around Dell’s AI strategy, including coverage of Michael Dell’s keynote and new storage, AI server, and cyber-resilience offerings, adds to the narrative that Dell is evolving beyond a traditional PC maker. This supports the long-term story, but is not an immediate earnings driver.
• Neutral Sentiment: Broader tech coverage this week also highlighted AI infrastructure demand across the sector, including Nvidia-related articles that referenced Dell’s role in enterprise AI deployments. That backdrop is supportive, but indirect.
• Negative Sentiment: Some articles flagged potential margin pressure and supply-chain constraints in AI servers, which could matter if Dell’s results show weaker profitability than expected. Investors may be watching closely for signs that growth is coming at the expense of margins.

Insiders Place Their Bets

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.81, for a total value of $67,541,420.00. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO David Alan Kennedy sold 19,500 shares of the company’s stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total value of $3,559,335.00. Following the transaction, the chief financial officer owned 183,097 shares in the company, valued at $33,420,695.41. This trade represents a 9.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of research reports. Wall Street Zen lowered shares of Dell Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 16th. Piper Sandler reduced their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. UBS Group lowered Dell Technologies from a “buy” rating to a “neutral” rating and boosted their price objective for the stock from $167.00 to $243.00 in a research note on Sunday, May 10th. The Goldman Sachs Group raised their target price on Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. Finally, Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $206.58.

Dell Technologies Stock Performance

DELL opened at $253.11 on Friday. The stock has a market capitalization of $163.44 billion, a PE ratio of 29.03, a P/E/G ratio of 0.92 and a beta of 0.99. Dell Technologies Inc. has a one year low of $106.38 and a one year high of $263.99. The business’s 50 day moving average price is $196.18 and its 200 day moving average price is $152.21.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the previous year, the business earned $2.68 earnings per share. The company’s revenue for the quarter was up 39.5% on a year-over-year basis. 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, equities research analysts forecast that Dell Technologies Inc. will post 11.87 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business 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. This represents a $2.52 annualized dividend and a yield of 1.0%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. Dell Technologies’s payout ratio is 28.90%.

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.