BNP Paribas Has $4.24 Million Stake in Dell Technologies Inc. $DELL

BNP Paribas boosted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 23.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,858 shares of the technology company’s stock after acquiring an additional 5,671 shares during the quarter. BNP Paribas’ holdings in Dell Technologies were worth $4,237,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DELL. Brighton Jones LLC increased its position in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Dell Technologies in the second quarter valued at about $328,000. Summit Investment Advisors Inc. grew its stake in Dell Technologies by 3.1% during the first quarter. Summit Investment Advisors Inc. now owns 3,004 shares of the technology company’s stock worth $274,000 after buying an additional 90 shares during the last quarter. PNC Financial Services Group Inc. increased its holdings in shares of Dell Technologies by 4.0% during the second quarter. PNC Financial Services Group Inc. now owns 72,002 shares of the technology company’s stock worth $8,827,000 after buying an additional 2,790 shares in the last quarter. Finally, Police & Firemen s Retirement System of New Jersey increased its holdings in shares of Dell Technologies by 20.9% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 48,289 shares of the technology company’s stock worth $5,920,000 after buying an additional 8,344 shares in the last quarter. 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: Strong AI-driven revenue momentum: analysts and coverage point to a multibillion-dollar AI/server backlog and a recent quarter that beat EPS and revenue expectations, underscoring durable demand for servers and infrastructure. What’s Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Higher-margin storage opportunity: market writeups highlight Dell’s positioning to capture a profitable “storage attach” market tied to AI deployments, which could lift gross margins if adoption accelerates. Dell Technologies (DELL) Prepared for High-Margin Storage Attach Opportunity
• Positive Sentiment: Shareholder-friendly move: management raised the quarterly dividend ~20%, signaling confidence in cash flow and supporting yield-sensitive buyers. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Neutral Sentiment: Surging component demand — opportunity vs. cost: Dell execs say AI has created “almost infinite demand” for memory components, which supports order visibility but creates cost/availability uncertainty. AI has created ‘almost infinite demand’ for memory components, Dell execs say
• Neutral Sentiment: Long-term infrastructure play: partnership/briefings with the U.S. Department of Energy on national AI infrastructure raise Dell’s strategic profile, a longer-horizon positive but not an immediate earnings driver. Dell and DOE Partner on Building AI Infrastructure
• Negative Sentiment: Insider selling: recent filings show material insider sales (including a ~10,200-share sale by Jennifer Saavedra and larger director-level sales reported elsewhere), which can weigh on sentiment and add supply pressure. Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock Ellen Jamison Kullman Sells 150,346 Shares
• Negative Sentiment: Margin risk from rising component costs and workforce shifts: articles note headcount cutbacks in Texas despite revenue growth and highlight memory/DRAM cost pressure that could compress hardware margins even as top line expands. Dell’s Texas headcount shrinks even as revenue surges Margin concerns discussed in Forbes

Analysts Set New Price Targets

DELL has been the topic of several recent analyst reports. Raymond James Financial boosted their target price on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Wall Street Zen raised Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Mizuho increased their target price on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Finally, Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Sixteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $163.28.

Insider Buying and Selling

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 4,417 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $146.75, for a total transaction of $648,194.75. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 65,662 shares in the company, valued at $9,529,526.06. This trade represents a 69.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,174,964 shares of company stock worth $173,923,497 over the last three months. 42.00% of the stock is currently owned by company insiders.

Dell Technologies Price Performance

DELL stock opened at $151.66 on Friday. The company has a 50 day moving average price of $125.21 and a 200 day moving average price of $132.89. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The stock has a market capitalization of $100.50 billion, a PE ratio of 17.39, a price-to-earnings-growth ratio of 0.71 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the company earned $2.68 EPS. 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 analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. 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 1.7%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

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.