Raiffeisen Bank International AG Decreases Stock Position in Dell Technologies Inc. $DELL

Raiffeisen Bank International AG cut its holdings in Dell Technologies Inc. (NYSE:DELL) by 30.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,148 shares of the technology company’s stock after selling 4,413 shares during the quarter. Raiffeisen Bank International AG’s holdings in Dell Technologies were worth $4,207,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of DELL. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies during the fourth quarter valued at $25,000. Rossby Financial LCC raised its stake in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares during the last quarter. Navalign LLC acquired a new position in Dell Technologies in the 4th quarter valued at about $29,000. Kemnay Advisory Services Inc. purchased a new position in Dell Technologies in the 4th quarter valued at about $29,000. Finally, WealthCollab LLC boosted its stake in shares of Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently issued reports on DELL. Cantor Fitzgerald initiated coverage on shares of Dell Technologies in a research report on Wednesday. They set an “overweight” rating on the stock. Loop Capital increased their price target on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Argus raised their price objective on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 29th. JPMorgan Chase & Co. lifted their price objective on Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, The Goldman Sachs Group increased their target price on Dell Technologies from $510.00 to $570.00 and gave the stock a “buy” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $553.79.

Insiders Place Their Bets

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 131,040 shares of the firm’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $398.13, for a total value of $52,170,955.20. Following the transaction, the director directly owned 12,619 shares of the company’s stock, valued at $5,024,002.47. This trade represents a 91.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 138,885 shares of the business’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $398.13, for a total value of $55,294,285.05. Following the transaction, the director owned 8,585 shares in the company, valued at approximately $3,417,946.05. This represents a 94.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,527,629 shares of company stock worth $619,325,485. Insiders own 41.50% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: AI demand remains the primary catalyst. Dell reported record AI-server orders and a roughly $95 billion backlog, supporting expectations for sustained data-center growth. Broad enterprise IT-refresh demand is providing an additional tailwind. DELL Stock Hits 52-Week High: Does it Have More Room to Run?
• Positive Sentiment: The latest earnings beat reset expectations higher. Dell posted quarterly revenue of $46.97 billion, up 57.7% year over year and above the $44.89 billion consensus. Adjusted earnings of $7.04 per share exceeded estimates by $2.13, while management raised its fiscal outlook. Dell Technologies Raises the Bar Again as AI Demand Fuels Another Strong Quarter
• Positive Sentiment: Analyst support strengthened. Goldman Sachs increased its price target by $60, while JPMorgan raised its target to $635. Other firms, including UBS, Morgan Stanley and TD Cowen, also expressed constructive views, reinforcing bullish sentiment around Dell’s AI-server opportunity. Goldman Sachs resets Dell stock price target by $60
• Positive Sentiment: Dell is increasingly viewed as a potential major AI beneficiary because its growth is being supported by reported customer orders and revenue rather than expectations alone. Its performance has also helped validate the broader AI infrastructure trade. Bank of America sees upside in surging AI stock
• Neutral Sentiment: Valuation and execution are becoming more important. After a sharp 2026 rally and a move near its 52-week high, investors are debating whether the backlog can translate into profitable growth at current expectations.
• Negative Sentiment: Some commentary cautions that Dell’s margins, supply availability and ability to convert the backlog into cash flow could limit further upside. The stock’s substantial gains also increase the risk of profit-taking or consolidation if future results merely meet, rather than exceed, elevated expectations. Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now

Dell Technologies Stock Up 1.8%

Shares of DELL opened at $525.66 on Friday. The company’s fifty day moving average is $439.28 and its two-hundred day moving average is $308.94. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $534.99. The firm has a market cap of $340.69 billion, a PE ratio of 30.51, a price-to-earnings-growth ratio of 0.73 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. During the same quarter in the previous year, the business earned $1.70 EPS. The company’s revenue for the quarter was up 57.7% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, equities research analysts anticipate that Dell Technologies Inc. will post 21.28 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio is presently 14.63%.

Dell Technologies 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.