1,824 Shares in Dell Technologies Inc. $DELL Bought by Oslo Pensjonsforsikring AS

Oslo Pensjonsforsikring AS purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,824 shares of the technology company’s stock, valued at approximately $299,000.

A number of other hedge funds also recently made changes to their positions in DELL. Campbell Capital Management Inc. raised its holdings in shares of Dell Technologies by 34.0% in the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after buying an additional 20,362 shares in the last quarter. ProShare Advisors LLC boosted its stake in Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after buying an additional 7,642 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in Dell Technologies in the 4th quarter valued at $23,332,000. Tectonic Advisors LLC bought a new stake in Dell Technologies in the fourth quarter valued at $5,620,000. Finally, U.S. Capital Wealth Advisors LLC raised its stake in Dell Technologies by 31.5% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 25,209 shares of the technology company’s stock worth $3,173,000 after acquiring an additional 6,038 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL stock opened at $441.81 on Thursday. The stock’s fifty day moving average is $382.63 and its 200-day moving average is $235.36. The stock has a market capitalization of $286.34 billion, a PE ratio of 35.09, a PEG ratio of 0.86 and a beta of 1.31. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same period last year, the company posted $1.55 earnings per share. 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, analysts forecast that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be given a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

Insider Transactions at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’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 $86,928,791.95. Following the transaction, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. Insiders own 41.50% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Sanford C. Bernstein lifted their price objective on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Piper Sandler upped their target price on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. The Goldman Sachs Group increased their target price on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a research report on Monday, June 1st. Finally, Barclays cut shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $492.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Super Micro Computer reported more than $60 billion in new orders and gross margins well above expectations, signaling that AI server demand remains exceptionally strong and lifting Dell along with other AI hardware peers. Stock Market Today, July 22: Super Micro Computer Surges on Record Q4 Orders and Surprise Margin Beat
• Positive Sentiment: Wall Street commentary suggested Dell could be one of the next winners from the AI buildout, with traders treating Dell, Super Micro, and Hewlett Packard Enterprise as a group trade on server demand. Dell Stock Surges as Super Micro Signals Strong New Order Growth
• Positive Sentiment: Recent coverage highlighted Dell’s AI infrastructure business as a major growth driver, reinforcing investor expectations that the company is benefiting from the broader AI hardware cycle. Dell: AI Infrastructure Drives Massive Growth
• Neutral Sentiment: Analyst and media coverage also pointed to Dell’s recent earnings strength and elevated guidance, but these were already known to investors and are more of a background support than a fresh catalyst. Dell Technologies stock and earnings background

Dell Technologies Company 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.