Gateway Wealth Partners LLC Increases Stock Position in Dell Technologies Inc. $DELL

Gateway Wealth Partners LLC grew its holdings in Dell Technologies Inc. (NYSE:DELL) by 84.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,865 shares of the technology company’s stock after purchasing an additional 2,224 shares during the quarter. Gateway Wealth Partners LLC’s holdings in Dell Technologies were worth $798,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the stock. Bell Investment Advisors Inc grew its holdings in Dell Technologies by 19.3% during the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after buying an additional 52 shares during the last quarter. Vectors Research Management LLC raised its holdings in shares of Dell Technologies by 0.4% in the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after acquiring an additional 55 shares during the last quarter. Raleigh Capital Management Inc. raised its holdings in shares of Dell Technologies by 6.9% in the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after acquiring an additional 67 shares during the last quarter. Equitable Trust Co. lifted its position in shares of Dell Technologies by 2.9% in the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after acquiring an additional 71 shares in the last quarter. Finally, Quadrant Private Wealth Management LLC boosted its stake in shares of Dell Technologies by 4.1% during the first quarter. Quadrant Private Wealth Management LLC now owns 1,830 shares of the technology company’s stock valued at $300,000 after acquiring an additional 72 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Key Dell Technologies News

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

• Positive Sentiment: Demand for Dell’s AI servers remains robust. Reports on long-term supply agreements and customer deposits for future AI hardware suggest strong order visibility and continued spending by large technology customers. SK Hynix AI supply agreements article
• Positive Sentiment: Analyst commentary remains constructive on Dell’s AI-server growth, backlog expansion and valuation relative to other major AI stocks. Positive earnings-estimate revisions and a technical “hammer” pattern were cited as potential signs of stabilization after the recent decline. Dell bottom-fisher analysis
• Positive Sentiment: Dell is broadening its AI strategy beyond servers by joining an open-source cybersecurity alliance focused on AI threat detection and defense. The initiative could strengthen Dell’s positioning in enterprise AI infrastructure and security. Dell joins AI cybersecurity alliance
• Positive Sentiment: Expanded retail distribution of the Dell XPS 13 in India, including in-store demonstrations and online availability, supports Dell’s premium-PC visibility. Separately, growing demand for premium AI PCs may provide an additional consumer growth opportunity. Dell XPS 13 retail expansion

Analyst Ratings Changes

A number of research firms recently commented on DELL. Morgan Stanley lifted their price objective on Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a report on Monday, June 1st. Raymond James Financial lowered shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. Finally, Jefferies Financial Group downgraded shares of Dell Technologies to a “hold” rating in a research note on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $494.67.

Insider Buying and Selling

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’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 $80,560,898.99. Following the completion of the sale, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. The trade was a 82.75% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the sale, the director owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 3,434,758 shares of company stock worth $1,448,870,683. 41.50% of the stock is currently owned by insiders.

Dell Technologies Trading Down 5.7%

NYSE DELL opened at $369.63 on Thursday. The business’s 50-day moving average price is $399.79 and its 200 day moving average price is $245.57. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The company has a market capitalization of $239.56 billion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 0.84 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating the consensus estimate of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm’s revenue was up 87.5% on a year-over-year basis. 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. Equities analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.7%. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.

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.