Dell Technologies Inc. $DELL Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd reduced its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 58.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 56,736 shares of the technology company’s stock after selling 79,890 shares during the period. Swiss Life Asset Management Ltd’s holdings in Dell Technologies were worth $7,142,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Flagship Harbor Advisors LLC grew its position 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 acquiring an additional 71 shares in the last quarter. Westside Investment Management Inc. lifted its position in shares of Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares in the last quarter. Pinnacle Associates Ltd. boosted its stake in shares of Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after purchasing an additional 78 shares during the period. Meeder Asset Management Inc. grew its holdings in Dell Technologies by 33.7% during the 3rd quarter. Meeder Asset Management Inc. now owns 325 shares of the technology company’s stock valued at $46,000 after purchasing an additional 82 shares in the last quarter. Finally, Lindenwold Advisors INC increased its stake in Dell Technologies by 1.0% during the 3rd quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock worth $1,302,000 after buying an additional 87 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $243.80 on Thursday. Dell Technologies Inc. has a 1 year low of $106.38 and a 1 year high of $263.99. The firm’s 50-day simple moving average is $184.50 and its 200-day simple moving average is $148.78. The firm has a market cap of $157.43 billion, a PE ratio of 27.96, a price-to-earnings-growth ratio of 0.97 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping 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 business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period last year, the firm earned $2.68 earnings per share. The company’s revenue for the quarter 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. On average, equities analysts predict 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. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.0%. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Dell Technologies News Summary

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

• Positive Sentiment: Mizuho raised its price target on Dell to $300 from $260 and kept an Outperform rating, citing durable demand for AI servers tied to agentic AI workloads. Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
• Positive Sentiment: Principled Technologies said a study found Dell Services can speed AI time-to-value, reinforcing Dell’s AI infrastructure and services story. Principled Technologies study shows faster AI time to value with Dell Services
• Neutral Sentiment: Several market commentary pieces highlighted Dell as a strong recent performer, but also noted that the stock’s rapid run-up has pushed it toward a richer valuation. Dell Technologies (DELL) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Articles asking whether it is “too late” to buy Dell suggest enthusiasm remains high, but they also imply investors are weighing upside against the stock’s steep year-to-date advance. Is It Too Late To Consider Dell (DELL) After AI-Fueled Share Price Surge?
• Negative Sentiment: UBS downgraded Dell, and a separate valuation-focused article said the stock looks fully valued, which may limit upside if AI demand does not keep accelerating. UBS downgrades Dell Technologies (DELL)

Insider Buying and Selling at Dell Technologies

In related news, COO Jeffrey W. Clarke sold 116,000 shares of the firm’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the transaction, the chief operating officer directly owned 1,687,414 shares in the company, valued at $307,919,306.72. This trade represents a 6.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Richard Troy Sharp sold 1,538 shares of Dell Technologies stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the transaction, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at approximately $1,198,557.80. This represents a 16.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 3,571,688 shares of company stock worth $576,654,105. 42.00% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

DELL has been the subject of a number of analyst reports. Evercore upped their price objective on shares of Dell Technologies from $205.00 to $240.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Daiwa Securities Group boosted their price target on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Wolfe Research started coverage on Dell Technologies in a report on Thursday, April 9th. They issued a “peer perform” rating for the company. Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 21st. Finally, Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. One 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $190.84.

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.