Livforsakringsbolaget Skandia Omsesidigt Acquires 9,000 Shares of Dell Technologies Inc. $DELL

Livforsakringsbolaget Skandia Omsesidigt lifted its holdings in Dell Technologies Inc. (NYSE:DELL) by 7.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 125,923 shares of the technology company’s stock after buying an additional 9,000 shares during the period. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Dell Technologies were worth $15,850,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Navalign LLC bought a new position in shares of Dell Technologies in the 4th quarter worth about $29,000. WealthCollab LLC raised its position in shares of 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 acquiring an additional 114 shares in the last quarter. iA Global Asset Management Inc. bought a new position in shares of Dell Technologies in the 4th quarter worth about $32,000. State of Wyoming bought a new position in shares of Dell Technologies in the 2nd quarter worth about $33,000. Finally, Westside Investment Management Inc. raised its position in shares of 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 acquiring an additional 78 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on DELL shares. William Blair started coverage on Dell Technologies in a research report on Monday. They issued a “neutral” rating for the company. Loop Capital boosted their target price on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Evercore boosted their target price on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. TD Cowen lifted their price target on Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Finally, CLSA upgraded Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Insider Buying and Selling

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 17,932 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $458.12, for a total transaction of $8,215,007.84. Following the sale, the director owned 26,232 shares of the company’s stock, valued at $12,017,403.84. The trade was a 40.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Silver Lake Partners Iv, L.P. sold 19,320 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $458.12, for a total transaction of $8,850,878.40. Following the completion of the transaction, the director directly owned 17,664 shares in the company, valued at approximately $8,092,231.68. The trade was a 52.24% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 3,510,992 shares of company stock valued at $899,562,313. 41.50% of the stock is owned by company insiders.

More Dell Technologies News

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

• Positive Sentiment: Dell’s AI story is getting stronger: the company is among the first PC makers expected to launch premium AI PCs with Nvidia’s new RTX Spark chip, extending its AI momentum beyond servers into laptops and desktops. Article Title
• Positive Sentiment: Analysts and momentum traders remain bullish after Dell’s earnings beat and raised outlook, with coverage highlighting record AI orders, a $60 billion AI-server opportunity, and stronger earnings expectations. Article Title
• Positive Sentiment: Dell’s recent Zacks Rank #1 (Strong Buy) upgrade adds to the bullish near-term narrative and may keep buyers interested. Article Title
• Positive Sentiment: Additional coverage continues to frame Dell as an AI infrastructure winner rather than just a PC maker, reinforcing the stock’s rerating. Article Title
• Neutral Sentiment: A few headlines mentioned Dell in broader discussions about AI stocks, ETF flows, and political trading commentary, but these appear more narrative-driven than direct business catalysts. Article Title
• Negative Sentiment: Several directors affiliated with Silver Lake disclosed large stock sales, which could raise concern that insiders are cashing in after the sharp rally. Article Title

Dell Technologies Trading Up 0.2%

NYSE:DELL opened at $421.73 on Friday. The stock has a market capitalization of $272.33 billion, a PE ratio of 33.50, a price-to-earnings-growth ratio of 1.24 and a beta of 1.30. The firm’s 50 day moving average is $238.55 and its 200 day moving average is $167.92. Dell Technologies Inc. has a 12 month low of $109.17 and a 12 month high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Research analysts predict that Dell Technologies Inc. will post 12.93 earnings per share for the current year.

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.