Lansforsakringar Fondforvaltning AB publ Buys 6,443 Shares of Dell Technologies Inc. $DELL

Lansforsakringar Fondforvaltning AB publ increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 6.2% during the 1st quarter, Holdings Channel reports. The fund owned 111,185 shares of the technology company’s stock after acquiring an additional 6,443 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Dell Technologies were worth $18,249,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares in the last quarter. State Street Corp increased its holdings in shares of Dell Technologies by 1.8% in the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after buying an additional 265,740 shares during the period. Geode Capital Management LLC raised its stake in Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after buying an additional 108,011 shares during the last quarter. Invesco Ltd. grew its stake in shares of Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares during the period. Finally, Deutsche Bank AG grew its position in shares of Dell Technologies by 24.6% during the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after acquiring an additional 1,090,336 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Multiple reports say Dell is benefiting from Super Micro Computer’s Taiwan investigation and alleged Nvidia chip smuggling probe, as investors rotate toward Dell as a cleaner AI server name and possible share-take winner. Dell Stock Gets a ‘Slam Dunk’ as Super Micro Faces Taiwan Office Raid Over Alleged Nvidia Chip Smuggling
• Positive Sentiment: Articles also point to Dell’s growing AI opportunity, including a new AI-focused PowerStore Elite storage launch in India and broader demand for data-center infrastructure tied to enterprise AI adoption. Dell launches AI-focused PowerStore Elite storage platform in India as enterprise AI infrastructure race heats up
• Positive Sentiment: Several pieces suggest Dell still has upside after a huge rally, with some analysts and media outlets arguing the stock can continue climbing as AI server revenue expands. Dell Stock Price Prediction: The Case for 20%+ Upside
• Neutral Sentiment: Dell’s June debt offering raised $3 billion in senior unsecured notes, which improves financing flexibility but does not directly change the AI demand story. Dell (DELL) Raises Money As Its AI Opportunity Gets Bigger And Bigger
• Negative Sentiment: One article warns that Dell’s AI boom is coming with a meaningful gross-margin hit, noting margins have declined as lower-margin AI server sales become a larger part of revenue. Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
• Negative Sentiment: Another report notes a recent insider sale by a director, which can create some caution after the stock’s strong run. Dell Technologies Inc. (NYSE:DELL) – Get Free Report

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the sale, the director owned 24,287 shares of the company’s stock, valued at $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This represents a 82.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 3,901,953 shares of company stock valued at $1,403,598,971. 41.50% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts recently commented on DELL shares. Bank of America boosted their price target on Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Barclays downgraded Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. Loop Capital increased their price objective on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Citigroup started coverage on shares of Dell Technologies in a report on Monday, June 1st. They issued an “outperform” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.

Dell Technologies Price Performance

NYSE:DELL opened at $431.24 on Wednesday. The company’s 50-day moving average is $320.57 and its two-hundred day moving average is $202.85. The firm has a market capitalization of $279.49 billion, a price-to-earnings ratio of 34.25, a PEG ratio of 0.89 and a beta of 1.30. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year 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, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s revenue for the quarter was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the company 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. As a group, equities analysts anticipate that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s payout ratio is 20.02%.

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.