Lombard Odier Asset Management Switzerland SA Boosts Position in Dell Technologies Inc. $DELL

Lombard Odier Asset Management Switzerland SA grew its position in Dell Technologies Inc. (NYSE:DELL) by 19.9% in the first quarter, HoldingsChannel reports. The institutional investor owned 24,735 shares of the technology company’s stock after purchasing an additional 4,100 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Dell Technologies were worth $4,060,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in Dell Technologies in the 4th quarter valued at about $607,349,000. Wellington Management Group LLP raised its position in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares during the last quarter. Invesco Ltd. raised its position in Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after acquiring an additional 2,445,854 shares during the last quarter. Michael & Susan Dell Foundation lifted its holdings in shares of Dell Technologies by 533.3% in the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after purchasing an additional 2,258,797 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after purchasing an additional 1,355,841 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on DELL shares. Sanford C. Bernstein lifted their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Citic Securities boosted their price target on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Finally, TD Cowen increased their price objective on Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $494.67.

Dell Technologies Price Performance

Shares of DELL stock opened at $436.43 on Monday. The firm’s 50-day simple moving average is $390.33 and its 200-day simple moving average is $239.74. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a market cap of $282.85 billion, a P/E ratio of 34.66, a PEG ratio of 0.93 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the previous year, the firm earned $1.55 earnings per share. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. 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. Analysts expect that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

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. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell was selected by Texas A&M Engineering Experiment Station to build the IGNITE secure AI and high-performance computing platform, a contract that adds to Dell’s AI/HPC momentum and highlights its role in national research infrastructure. Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research
• Positive Sentiment: Investor optimism around AI servers is spreading across the sector, with reports pointing to Dell’s exposure to Nvidia-powered AI server demand as a key reason the stock has been moving higher. Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
• Positive Sentiment: Analyst commentary is also leaning bullish, with several forecasts suggesting Dell still has room to run as AI server growth remains a major theme for the stock. Dell To Rally More Than 17%? Here Are 10 Top Analyst Forecasts For Friday
• Neutral Sentiment: Some market coverage notes that Dell’s AI story is improving, but also flags new risks, suggesting investors are still weighing upside from AI demand against margin and execution concerns. Dell’s AI Story Gains Traction but New Risks Are Emerging
• Negative Sentiment: One concern for Dell remains margin pressure tied to the AI server buildout, which could limit how much of the AI demand boom translates into profits. Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year

Insiders Place Their Bets

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. The trade was a 82.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 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 transaction, the director owned 24,287 shares of the company’s stock, valued at $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. Insiders own 41.50% of the company’s stock.

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.