Guyasuta Investment Advisors Inc. Cuts Position in Dell Technologies Inc. $DELL

Guyasuta Investment Advisors Inc. trimmed its stake in Dell Technologies Inc. (NYSE:DELL) by 19.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,491 shares of the technology company’s stock after selling 2,499 shares during the period. Guyasuta Investment Advisors Inc.’s holdings in Dell Technologies were worth $1,722,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Campbell Capital Management Inc. boosted its stake in Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after acquiring an additional 20,362 shares in the last quarter. ProShare Advisors LLC grew its holdings in Dell Technologies by 10.5% in the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in shares of Dell Technologies during the fourth quarter worth $23,332,000. Tectonic Advisors LLC purchased a new stake in shares of Dell Technologies during the 4th quarter valued at $5,620,000. Finally, B. Metzler seel. Sohn & Co. AG lifted its holdings in shares of Dell Technologies by 156.2% during the 3rd quarter. B. Metzler seel. Sohn & Co. AG now owns 119,263 shares of the technology company’s stock valued at $16,908,000 after purchasing an additional 72,712 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell launched the PowerEdge XE8812 server and broadened its AI Factory with NVIDIA, reinforcing its position in high-demand AI and HPC infrastructure. 144 GPUs per rack: Dell launches new server for massive supercomputing tasks
• Positive Sentiment: Morgan Stanley raised its price target on Dell to $477 from $448, signaling continued Wall Street confidence in the company’s upside potential. Morgan Stanley raises price target on Dell Technologies to 477 from 448, keeps equalweight rating
• Positive Sentiment: Analysts and industry coverage continue to highlight Dell as a momentum stock benefiting from strong AI server demand and a large backlog tied to enterprise and sovereign AI projects. Why Dell Technologies (DELL) is a top momentum stock for the long term
• Neutral Sentiment: An IDC–Dell study found 96% of Indian government leaders are advancing sovereign AI strategies, which supports the long-term demand narrative for Dell’s infrastructure offerings. IDC–Dell study: 96% of Indian government leaders advancing sovereign AI strategy
• Neutral Sentiment: Broader commentary from the server market points to rapidly growing AI infrastructure spending, which is helping lift Dell along with peers in the compute hardware space. Morgan Stanley lifts server market TAM to 809B, boosts targets on compute stocks

Analysts Set New Price Targets

Several research analysts recently weighed in on DELL shares. Roth Mkm initiated coverage on Dell Technologies in a research note on Friday, May 29th. They set a “buy” rating on the stock. Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. Argus boosted their price target on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Finally, UBS Group set a $700.00 price objective on shares of Dell Technologies in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the sale, the director directly owned 24,287 shares in the company, valued at $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,873,252 shares of company stock valued at $1,391,926,654. 41.50% of the stock is owned by corporate insiders.

Dell Technologies Price Performance

Shares of DELL stock opened at $427.89 on Wednesday. The business has a fifty day moving average of $297.73 and a 200 day moving average of $193.08. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The firm has a market capitalization of $277.32 billion, a price-to-earnings ratio of 33.99, a price-to-earnings-growth ratio of 0.90 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.55 EPS. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. As a group, equities research analysts expect that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

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.