Jefferies Financial Group Inc. Takes Position in Dell Technologies Inc. $DELL

Jefferies Financial Group Inc. purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, Holdings Channel.com reports. The fund purchased 27,031 shares of the technology company’s stock, valued at approximately $3,403,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Navalign LLC bought a new position in Dell Technologies in the 4th quarter worth $29,000. WealthCollab LLC raised its holdings in Dell Technologies by 82.0% in 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 period. iA Global Asset Management Inc. bought a new position in Dell Technologies in the 4th quarter worth $32,000. State of Wyoming bought a new position in Dell Technologies in the 2nd quarter worth $33,000. Finally, Westside Investment Management Inc. raised its holdings in Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. 76.37% of the stock is owned by institutional investors.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the sale, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,571,688 shares of company stock worth $576,654,105 in the last three months. Insiders own 42.00% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on DELL. The Goldman Sachs Group raised their target price on Dell Technologies from $215.00 to $230.00 in a report on Thursday, April 30th. Mizuho raised their target price on Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. Truist Financial began coverage on Dell Technologies in a report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 target price on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $280.00 target price on shares of Dell Technologies in a report on Wednesday, May 20th. Finally, Daiwa Securities Group increased their price target on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and a consensus price target of $211.32.

Dell Technologies Trading Up 3.5%

DELL opened at $305.56 on Wednesday. The firm has a market cap of $197.32 billion, a P/E ratio of 35.04, a P/E/G ratio of 1.11 and a beta of 0.99. Dell Technologies Inc. has a 12 month low of $106.38 and a 12 month high of $308.64. The stock has a 50-day moving average of $205.11 and a 200 day moving average of $155.23.

Dell Technologies (NYSE:DELL) last announced its earnings results 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. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the previous year, the business earned $2.68 earnings per share. The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. 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. On average, research analysts forecast that Dell Technologies Inc. will post 11.87 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were issued a $0.63 dividend. The ex-dividend date was Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 0.8%. Dell Technologies’s dividend payout ratio is presently 28.90%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: IREN said it will buy Nvidia Blackwell systems from Dell for about $1.6 billion, reinforcing demand for Dell’s AI infrastructure products and signaling a meaningful order pipeline. IREN to buy Blackwell systems from Dell for about $1.6 billion
• Positive Sentiment: Dell shares are rising into earnings as the market bets that strong AI server growth, analyst upgrades, and new product announcements will keep momentum going. Dell Shares Hit New 52-Week High As AI Push And Analyst Upgrades Fuel Rally
• Positive Sentiment: Lenovo’s strong results lifted confidence in the broader PC and AI hardware recovery, helping Dell rally alongside peers HP and Qualcomm. Dell and HP Rally as Lenovo’s AI-Fueled Growth Lifts Sector
• Positive Sentiment: Investor commentary continues to frame Dell as a major AI winner, with bullish articles highlighting “massive growth” potential from AI agents and sovereign AI spending. ‘Massive Growth Down the Pike,’ Says Top Investor About Dell Stock

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.