Wealth Enhancement Advisory Services LLC Has $11.59 Million Stock Position in Dell Technologies Inc. $DELL

Wealth Enhancement Advisory Services LLC lessened its holdings in Dell Technologies Inc. (NYSE:DELL) by 41.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 93,521 shares of the technology company’s stock after selling 66,668 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Dell Technologies were worth $11,587,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of Dell Technologies in the second quarter worth approximately $28,000. Johnson Financial Group Inc. boosted its position in shares of Dell Technologies by 66.2% during the second quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after buying an additional 100 shares during the last quarter. WealthCollab LLC raised its position in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares during the last quarter. State of Wyoming purchased a new stake in Dell Technologies in the 2nd quarter valued at $33,000. Finally, Red Tortoise LLC purchased a new position in Dell Technologies during the 3rd quarter worth $36,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Analyst/market endorsement: CNBC and other outlets highlight Dell’s inclusion on bullish stock lists (Josh Brown) and broad analyst optimism that positions Dell as a primary beneficiary of enterprise AI/server spending — supporting upside sentiment. Dell is back on Josh Brown’s Best Stocks list
• Positive Sentiment: Product catalysts: Dell rolled out a redesigned commercial PC lineup and enterprise‑focused AI PCs and security features — moves that should help win refresh cycles and corporate wallet share. Dell AI PCs And Security Refresh
• Positive Sentiment: Peripherals and endpoints: New peripherals (mouse + keyboard) with rapid charging and all‑day battery life add to the commercial refresh story, increasing attach rates and recurring device spend. Dell’s new mouse and keyboard
• Positive Sentiment: Infrastructure partnerships: Dell’s deal with HIVE Digital to supply an A.I. GPU cluster shows traction with crypto/data‑center operators and reinforces demand for Dell’s server/GPU solutions. Dell Taps Canada’s HIVE Digital
• Positive Sentiment: Momentum and bullish flows: Coverage notes a strong YTD rally and positive momentum scores; some options-market commentary shows a bullish tilt, signaling investor positioning for further gains. Dell’s Enterprise AI Demand Drives Momentum
• Neutral Sentiment: Sector tailwinds and competition: Easing memory supply pressures and renewed CPU interest are lifting server/PC names broadly — this helps Dell but also benefits rivals (HP, Super Micro), so share gains are not guaranteed. Server Makers Move
• Neutral Sentiment: Zacks/industry notes: Industry commentary highlights Dell as a micro‑computer/enterprise beneficiary of AI spending despite consumer PC softness — supportive but dependent on enterprise capex cycles. Zacks Industry Outlook Highlights Dell
• Negative Sentiment: Insider selling: Multiple large insider sales (e.g., William Scannell sold ~143k shares) and a director offload totaling hundreds of millions in disclosures may raise governance/near‑term sentiment concerns. William Scannell Sale
• Negative Sentiment: Valuation & execution caution: Some analysts and contrarian pieces warn that a large AI backlog and strong momentum don’t remove execution risk — if demand or margins disappoint, the stock could retrace. Contrarian Valuation Piece

Analyst Ratings Changes

A number of research analysts recently weighed in on DELL shares. Citic Securities raised their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, November 28th. Barclays boosted their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. The Goldman Sachs Group started coverage on Dell Technologies in a research report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective on the stock. Mizuho raised their target price on Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Finally, Raymond James Financial increased 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. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $164.22.

Dell Technologies Price Performance

NYSE:DELL opened at $175.72 on Friday. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $186.39. The business has a fifty day simple moving average of $133.01 and a two-hundred day simple moving average of $135.21. The company has a market capitalization of $113.47 billion, a P/E ratio of 20.15, a P/E/G ratio of 0.75 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. The company 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 firm’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the prior 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, analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio is 24.08%.

Insider Buying and Selling

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was 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 owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,595,522 shares of company stock valued at $403,091,708 in the last ninety days. 42.00% of the stock is owned by company insiders.

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.