Dell Technologies Inc. $DELL Shares Acquired by Romano Brothers AND Company

Romano Brothers AND Company boosted its stake in Dell Technologies Inc. (NYSE:DELL) by 76.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,800 shares of the technology company’s stock after acquiring an additional 8,982 shares during the period. Romano Brothers AND Company’s holdings in Dell Technologies were worth $2,618,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Armstrong Advisory Group Inc. raised its stake in shares of Dell Technologies by 3.6% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock valued at $259,000 after purchasing an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC increased its holdings in Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after buying an additional 71 shares during the last quarter. Westside Investment Management Inc. increased its holdings in Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares during the last quarter. Pinnacle Associates Ltd. lifted its holdings in Dell Technologies by 0.4% during the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after buying an additional 78 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC lifted its holdings in Dell Technologies by 2.3% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock worth $504,000 after buying an additional 81 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Strong AI/server demand and renewed analyst attention are supporting revenue expectations and sentiment; several industry notes highlight Dell as a primary AI infrastructure beneficiary. Read More.
• Positive Sentiment: Product catalysts — Dell unveiled refreshed commercial PCs and peripherals built for on‑device AI and enterprise security, which can help near‑term commercial refresh cycles. Read More.
• Positive Sentiment: Partnerships for AI capacity — deals to deploy GPU clusters (e.g., with HIVE) bolster Dell’s exposure to large enterprise and cloud AI workloads. Read More.
• Positive Sentiment: Dividend raise signals cash‑return discipline (quarterly dividend raised to $0.63), which may attract yield‑oriented investors and reduce downside volatility. Read More.
• Positive Sentiment: Recent earnings beat and raised guidance underpin the bullish narrative: revenue and EPS topped expectations in late February, providing a solid fundamental backdrop. Read More.
• Neutral Sentiment: Sector dynamics — broader enterprise spending on servers and easing memory headwinds help Dell, but competitors (HP, Super Micro, others) are also pushing AI‑PC and server plays. Read More.
• Neutral Sentiment: Options and trading flows show bullish retail/institutional tilt in recent coverage, which can amplify moves in either direction as news arrives. Read More.
• Negative Sentiment: Significant insider selling has accelerated (large block sales disclosed recently), a near‑term psychological headwind that can trigger selling pressure despite corporate performance. Read More.
• Negative Sentiment: Valuation and execution concerns: some contrarian analysis warns that backlog and AI demand don’t eliminate execution risk — a disappointment in order conversion or margins could pressure the richly rerated stock. Read More.

Analysts Set New Price Targets

DELL has been the topic of several research reports. The Goldman Sachs Group began coverage on Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. JPMorgan Chase & Co. lowered their target price on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Citigroup reduced their price target on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Citic Securities lifted their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Finally, Bank of America increased their price objective on shares of Dell Technologies from $155.00 to $172.00 and gave the stock a “buy” rating in a research note on Monday, March 23rd. Seventeen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $164.22.

Insiders Place Their Bets

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’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 legal filing with the SEC, which is available through this link. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the transaction, the director owned 92 shares of the company’s stock, valued at $14,009.76. This trade represents a 99.88% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 2,595,522 shares of company stock valued at $403,091,708. 42.00% of the stock is owned by corporate insiders.

Dell Technologies Stock Performance

DELL stock opened at $172.07 on Friday. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $186.39. The stock has a market capitalization of $111.11 billion, a price-to-earnings ratio of 19.73, a PEG ratio of 0.72 and a beta of 0.97. The stock’s fifty day moving average is $134.05 and its two-hundred day moving average is $135.55.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same quarter 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, analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s payout ratio is presently 28.90%.

Dell Technologies Company 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.