Hillsdale Investment Management Inc. Invests $1.02 Million in Dell Technologies Inc. $DELL

Hillsdale Investment Management Inc. acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 7,200 shares of the technology company’s stock, valued at approximately $1,021,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Winnow Wealth LLC purchased a new position in shares of Dell Technologies during the 2nd quarter valued at $25,000. Westside Investment Management Inc. boosted its stake in Dell Technologies by 84.7% during the second quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after buying an additional 100 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in Dell Technologies during the second quarter worth about $28,000. NewSquare Capital LLC increased its stake in Dell Technologies by 96.9% in the 2nd quarter. NewSquare Capital LLC now owns 254 shares of the technology company’s stock worth $31,000 after acquiring an additional 125 shares during the last quarter. Finally, Johnson Financial Group Inc. raised its holdings in shares of Dell Technologies by 66.2% in the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock valued at $31,000 after acquiring an additional 100 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell unveiled an “AI India Blueprint” at the India AI Impact Summit and is leveraging marketing/partnerships (including a McLaren tie) to strengthen its AI growth narrative and address a large market opportunity in India and global hyperscalers. Dell releases AI India Blueprint at India AI Impact Summit 2026 Dell Taps AI India Blueprint And McLaren To Support Growth Narrative
• Positive Sentiment: Evercore ISI turned bullish ahead of Dell’s earnings, forecasting AI-driven momentum plus steady hardware demand that could deliver a beat when Dell reports on Feb. 26 — supportive short-term catalyst for the stock. Should You Buy Dell Stock Before February 26? This Analyst Says Yes.
• Positive Sentiment: Bank of America reaffirmed a Buy on Dell, citing structural growth, margin durability, and AI upside — a signal that some institutional analysts expect sustainable benefits from Dell’s AI exposure despite memory-cost headwinds. Dell Technologies: Buy Rating Reaffirmed…
• Neutral Sentiment: Analysts and outlets (Zacks, Investing.com summaries) are parsing Q4/January guidance and sector-wide capex signals — these pieces provide context for the upcoming print but don’t change the binary near-term catalyst (earnings). Unveiling Dell Technologies (DELL) Q4 Outlook 3 key earnings reports for this week to keep the AI trade alive
• Neutral Sentiment: Consensus remains a “Moderate Buy” from aggregated analyst ratings — mixed conviction but overall positive bias going into earnings. Dell Technologies Inc. Given Consensus Rating of “Moderate Buy”
• Negative Sentiment: Several banks trimmed price targets ahead of earnings (Citi to $160, JPMorgan to $155), signaling caution on multiples and near-term demand — downward PT revisions can sap upside even with Buy ratings. Dell Price Target Lowered to $160 in Pre-Earnings Review JPMorgan Cuts Dell Technologies Price Target to $155
• Negative Sentiment: Competitive intensity from players like Super Micro (SMCI) — which is reportedly taking aggressive pricing to win hyperscaler deals — could pressure server margins and pricing flexibility for Dell in AI infrastructure. The AI Land Grab: Why SMCI’s Drop Is Your Gain

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DELL. Zacks Research cut shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Evercore reissued an “outperform” rating and issued a $160.00 price target on shares of Dell Technologies in a report on Thursday. The Goldman Sachs Group started coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price objective for the company. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Finally, JPMorgan Chase & Co. lowered their price target on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $158.53.

Dell Technologies Price Performance

Shares of DELL stock opened at $119.21 on Tuesday. The business has a 50-day moving average of $121.13 and a 200 day moving average of $132.18. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08. The stock has a market capitalization of $79.00 billion, a PE ratio of 15.89, a P/E/G ratio of 0.71 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The firm had revenue of $27.01 billion during the quarter, compared to the consensus estimate of $27.26 billion. During the same quarter in the previous year, the company posted $2.15 earnings per share. The business’s revenue was up 10.8% on a year-over-year basis. Analysts anticipate that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $2.10 annualized dividend and a yield of 1.8%. Dell Technologies’s dividend payout ratio is presently 28.00%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 42.00% of the stock is currently owned by company insiders.

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.