Dell Technologies Inc. $DELL Stake Boosted by Hsbc Holdings PLC

Hsbc Holdings PLC boosted its holdings in Dell Technologies Inc. (NYSE:DELL) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 586,868 shares of the technology company’s stock after acquiring an additional 6,766 shares during the period. Hsbc Holdings PLC’s holdings in Dell Technologies were worth $74,088,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Norges Bank bought a new position in shares of Dell Technologies in the 4th quarter worth about $607,349,000. Wellington Management Group LLP raised its stake in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares during the period. Invesco Ltd. lifted its holdings in Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after acquiring an additional 2,445,854 shares during the last quarter. Michael & Susan Dell Foundation boosted its stake in Dell Technologies by 533.3% in the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after acquiring an additional 2,258,797 shares during the period. Finally, Franklin Resources Inc. grew its holdings in shares of Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after purchasing an additional 1,685,529 shares during the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

More Dell Technologies News

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

• Positive Sentiment: Dell introduced the PowerEdge XE8812 server at ISC High Performance 2026, a new AI/HPC system built around NVIDIA Vera Rubin NVL4 architecture and designed to support up to 144 GPUs per rack. This strengthens Dell’s position in enterprise AI infrastructure and is likely helping sentiment. Article Title
• Positive Sentiment: Investors are still reacting to Dell’s strong recent earnings update, which showed sharply higher revenue, large AI orders, and a record AI backlog. That gives the market more confidence that demand for Dell’s servers and related hardware remains robust. Article Title
• Positive Sentiment: Multiple articles highlighted Dell as an attractive AI/data-center play and noted that its valuation remains relatively appealing versus the broader market, which may be supporting additional buying interest. Article Title
• Neutral Sentiment: Other coverage linked Dell’s move to a broader AI server rally across the sector, suggesting the stock is benefiting from strong momentum in hardware names tied to NVIDIA-powered systems. Article Title

Analysts Set New Price Targets

A number of brokerages have recently weighed in on DELL. CLSA upgraded Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. HSBC upgraded Dell Technologies to a “buy” rating in a research note on Friday, May 29th. UBS Group set a $700.00 target price on Dell Technologies in a research report on Friday, May 29th. Sanford C. Bernstein boosted their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Finally, Daiwa Securities Group upped their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Dell Technologies Stock Up 2.2%

Shares of DELL opened at $418.38 on Tuesday. The firm has a 50-day moving average price of $292.73 and a 200 day moving average price of $191.01. The firm has a market capitalization of $271.16 billion, a PE ratio of 33.23, a P/E/G ratio of 0.88 and a beta of 1.30. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47.

Dell Technologies (NYSE:DELL) last released 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 the consensus estimate 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 period in the previous year, the firm earned $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. On average, equities analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s payout ratio is presently 20.02%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 20,095 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $403.12, for a total transaction of $8,100,696.40. Following the completion of the transaction, the director directly owned 50,381 shares of the company’s stock, valued at approximately $20,309,588.72. This trade represents a 28.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $15,938,155.44. Following the transaction, the director owned 69,916 shares in the company, valued at approximately $28,184,537.92. This trade represents a 36.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,873,252 shares of company stock valued at $1,391,926,654 over the last three months. 41.50% of the stock is 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.