OVERSEA CHINESE BANKING Corp Ltd Grows Stake in Dell Technologies Inc. $DELL

OVERSEA CHINESE BANKING Corp Ltd increased its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 85.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 5,702 shares of the technology company’s stock after acquiring an additional 2,634 shares during the period. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Dell Technologies were worth $727,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of Dell Technologies by 3.3% during the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock worth $4,265,237,000 after purchasing an additional 964,080 shares in the last quarter. State Street Corp grew its holdings in Dell Technologies by 2.5% during the 3rd quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock valued at $2,048,613,000 after buying an additional 350,941 shares in the last quarter. Invesco Ltd. grew its holdings in Dell Technologies by 82.3% during the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after buying an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in Dell Technologies by 19.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after buying an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP grew its holdings in Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after buying an additional 2,937,137 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insiders Place Their Bets

In other news, insider William F. Scannell sold 143,067 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. This trade represents a 86.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director V (Gp) L.L.C. Slta sold 382,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.81, for a total value of $67,541,420.00. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 3,571,688 shares of company stock worth $576,654,105. 42.00% of the stock is currently owned by company insiders.

Dell Technologies Price Performance

NYSE:DELL opened at $214.37 on Thursday. The firm has a market capitalization of $138.43 billion, a price-to-earnings ratio of 24.58, a PEG ratio of 0.86 and a beta of 0.88. Dell Technologies Inc. has a 1 year low of $86.76 and a 1 year high of $217.39. The business has a 50 day simple moving average of $157.84 and a 200-day simple moving average of $142.04.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period last year, the company earned $2.68 EPS. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. As a group, analysts expect that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is 28.90%.

Analysts Set New Price Targets

Several equities analysts have weighed in on DELL shares. Mizuho raised their price target on Dell Technologies from $180.00 to $215.00 and gave the company an “outperform” rating in a report on Monday, April 6th. Evercore raised their price target on Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a report on Thursday, March 26th. Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, April 16th. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Finally, Wolfe Research started coverage on Dell Technologies in a report on Thursday, April 9th. They set a “peer perform” rating for the company. Seventeen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $179.68.

Dell Technologies News Summary

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

• Positive Sentiment: Dell signed a $1.44 billion purchase agreement with Boost Run to supply large-scale AI compute and storage hardware and financing support — a clear revenue and backlog catalyst for its enterprise AI infrastructure business. Dell Signs $1.4 Billion AI Deal
• Positive Sentiment: Boost Run’s announcement frames the deal as long-term, scaled deployment and expanded financing through Dell Financial Services — this supports recurring hardware sales, services, and attached financing revenue. Boost Run Announces $1.44 Billion Agreement with Dell
• Positive Sentiment: Analysts have raised targets and reiterated bullish views on Dell’s AI-server momentum; Dell has large disclosed AI server orders/backlog that investors view as durable demand. These notes plus Zacks’ momentum ranking have amplified buying. Dell Heads for All-Time High on $1.4B AI Deal
• Positive Sentiment: Technical momentum: shares are trading near/at record highs and several outlets note strong 12–18 month performance and bullish technical ratings — this is attracting momentum funds and momentum-driven buying. Where Does Dell Stock Head Next After New Record Highs?
• Neutral Sentiment: Founder Michael Dell and his wife announced a $750 million gift to UT Austin — positive for reputation and PR but unlikely to materially affect Dell’s corporate fundamentals or near-term stock economics. Michael Dell $750M Donation
• Neutral Sentiment: Coverage comparing Dell to Apple highlights different AI end markets (enterprise infrastructure vs on-device AI) — useful context for investors evaluating sector exposure but not an immediate stock catalyst. Dell vs Apple: Which AI Stock is a Better Buy?
• Negative Sentiment: Significant insider selling has been reported (large family/affiliate and executive sales noted in public filings). Heavy insider sales can raise governance/lockup questions or prompt investor caution. QuiverQuant Insider Activity & Analysis
• Negative Sentiment: CFO David Kennedy recently trimmed his stake by nearly 10% — a near-term negative signal for some investors, despite company fundamentals. CFO Cut Stake

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.