Dell Technologies Inc. $DELL Shares Purchased by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. raised its position in Dell Technologies Inc. (NYSE:DELL) by 149.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,155 shares of the technology company’s stock after purchasing an additional 43,221 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Dell Technologies were worth $10,027,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Winnow Wealth LLC acquired a new stake in Dell Technologies during the second quarter worth approximately $25,000. Twin Peaks Wealth Advisors LLC acquired a new position in Dell Technologies in the 2nd quarter valued at $28,000. Johnson Financial Group Inc. lifted its stake in shares of Dell Technologies by 66.2% during the 2nd quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares during the period. WealthCollab LLC lifted its stake in shares of Dell Technologies by 82.0% during 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. Finally, State of Wyoming acquired a new stake in shares of Dell Technologies during the second quarter worth $33,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Strong AI-driven revenue momentum: analysts and coverage point to a multibillion-dollar AI/server backlog and a recent quarter that beat EPS and revenue expectations, underscoring durable demand for servers and infrastructure. What’s Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Higher-margin storage opportunity: market writeups highlight Dell’s positioning to capture a profitable “storage attach” market tied to AI deployments, which could lift gross margins if adoption accelerates. Dell Technologies (DELL) Prepared for High-Margin Storage Attach Opportunity
• Positive Sentiment: Shareholder-friendly move: management raised the quarterly dividend ~20%, signaling confidence in cash flow and supporting yield-sensitive buyers. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Neutral Sentiment: Surging component demand — opportunity vs. cost: Dell execs say AI has created “almost infinite demand” for memory components, which supports order visibility but creates cost/availability uncertainty. AI has created ‘almost infinite demand’ for memory components, Dell execs say
• Neutral Sentiment: Long-term infrastructure play: partnership/briefings with the U.S. Department of Energy on national AI infrastructure raise Dell’s strategic profile, a longer-horizon positive but not an immediate earnings driver. Dell and DOE Partner on Building AI Infrastructure
• Negative Sentiment: Insider selling: recent filings show material insider sales (including a ~10,200-share sale by Jennifer Saavedra and larger director-level sales reported elsewhere), which can weigh on sentiment and add supply pressure. Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock Ellen Jamison Kullman Sells 150,346 Shares
• Negative Sentiment: Margin risk from rising component costs and workforce shifts: articles note headcount cutbacks in Texas despite revenue growth and highlight memory/DRAM cost pressure that could compress hardware margins even as top line expands. Dell’s Texas headcount shrinks even as revenue surges Margin concerns discussed in Forbes

Analyst Upgrades and Downgrades

DELL has been the subject of several analyst reports. Morgan Stanley upped their target price on Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. Evercore restated an “outperform” rating and issued a $160.00 price target on shares of Dell Technologies in a report on Thursday, February 19th. Raymond James Financial upped their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Citigroup cut their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Finally, Wall Street Zen raised shares of Dell Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Sixteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

Insiders Place Their Bets

In related news, insider Jennifer D. Saavedra sold 10,200 shares of Dell Technologies stock in a transaction on Monday, March 9th. The shares were sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the transaction, the insider owned 252,715 shares in the company, valued at approximately $36,643,675. The trade was a 3.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 transaction of $21,819,714.98. Following the sale, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,174,964 shares of company stock worth $173,923,497 over the last ninety days. 42.00% of the stock is owned by company insiders.

Dell Technologies Trading Up 1.2%

DELL stock opened at $151.66 on Monday. The company has a market cap of $100.50 billion, a PE ratio of 17.39, a price-to-earnings-growth ratio of 0.71 and a beta of 0.97. The stock has a 50-day moving average price of $125.21 and a two-hundred day moving average price of $132.89. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $168.08.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same period last year, the business posted $2.68 EPS. The company’s quarterly revenue 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. Equities analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.7%. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is presently 28.90%.

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.