Assenagon Asset Management S.A. Purchases 710,561 Shares of Dell Technologies Inc. $DELL

Assenagon Asset Management S.A. grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 223.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,028,186 shares of the technology company’s stock after buying an additional 710,561 shares during the period. Assenagon Asset Management S.A. owned 0.16% of Dell Technologies worth $129,428,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Diversified Trust Co. raised its stake in Dell Technologies by 67.0% during the fourth quarter. Diversified Trust Co. now owns 11,100 shares of the technology company’s stock valued at $1,397,000 after buying an additional 4,453 shares during the last quarter. 180 Wealth Advisors LLC grew its stake in shares of Dell Technologies by 27.0% in the fourth quarter. 180 Wealth Advisors LLC now owns 2,046 shares of the technology company’s stock worth $258,000 after acquiring an additional 435 shares during the last quarter. Fulton Bank N.A. increased its holdings in shares of Dell Technologies by 16.8% during the fourth quarter. Fulton Bank N.A. now owns 18,334 shares of the technology company’s stock valued at $2,308,000 after acquiring an additional 2,637 shares in the last quarter. Wedmont Private Capital increased its holdings in shares of Dell Technologies by 4.7% during the fourth quarter. Wedmont Private Capital now owns 2,786 shares of the technology company’s stock valued at $335,000 after acquiring an additional 124 shares in the last quarter. Finally, Nordea Investment Management AB raised its position in shares of Dell Technologies by 437.4% in the 4th quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock worth $98,578,000 after purchasing an additional 631,315 shares during the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell rolled out expanded cybersecurity and resilience offerings targeting AI deployments and emerging quantum risks — a product push that reinforces its AI/server market positioning and could drive incremental enterprise spending. Dell Technologies Expands Cybersecurity and Resilience for the AI Era and Emerging Quantum Risks
• Positive Sentiment: Bank of America raised its price target on DELL to $172 and reiterated a Buy, providing fresh analyst support that likely contributed to the stock move. Price Target Raise Coverage
• Positive Sentiment: Major sell‑side and independent analysts remain constructive on Dell’s AI-server demand; a five‑star analyst note highlighted continued upside from strong enterprise AI spending. Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
• Positive Sentiment: Market coverage and trade‑day summaries noted Dell shares spiking after the company enhancements and the BofA move, indicating positive intraday momentum amid a broader market rally. Why Dell Stock Is Rising Today
• Neutral Sentiment: Broader market tailwinds — including easing geopolitical risk and a strong tape — are supporting tech names generally, which benefits Dell alongside company‑specific news. Geopolitical Thaw: Why This Rally Has Legs
• Negative Sentiment: Several insiders have sold shares recently (CAO Richard Troy Sharp, the CMO, and a director reported large dispositions). Persistent insider selling can create caution among some investors, even if filings don’t indicate diminished confidence in operations. Insider Sale: Richard Troy Sharp CMO Sale Coverage Director Sale Coverage
• Negative Sentiment: A contrarian analysis argues DELL may not be a buy despite a large reported AI backlog, warning that valuation and execution risks remain — a reminder of potential downside if AI demand or margins disappoint. Dell: Why It’s Not A Buy Despite A $43B AI Backlog

Insider Buying and Selling at Dell Technologies

In other news, CMO Jane Tunnell sold 28,529 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total transaction of $4,350,957.79. Following the completion of the sale, the chief marketing officer owned 53,373 shares of the company’s stock, valued at $8,139,916.23. The trade was a 34.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the completion of the transaction, the director directly owned 92 shares in the company, valued at $14,009.76. This trade represents a 99.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,542,455 shares of company stock worth $230,444,598. Insiders own 42.00% of the company’s stock.

Analysts Set New Price Targets

DELL has been the subject of several recent analyst reports. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday. Daiwa Securities Group increased their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Piper Sandler reduced their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, Barclays increased their target price on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research note on Friday, February 27th. Seventeen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $164.22.

Dell Technologies Trading Up 4.5%

Shares of DELL opened at $164.74 on Tuesday. The firm has a fifty day simple moving average of $129.43 and a two-hundred day simple moving average of $134.22. The firm has a market cap of $106.38 billion, a PE ratio of 18.89, a P/E/G ratio of 0.74 and a beta of 0.96. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $169.90.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (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 firm 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 revenue for the quarter was up 39.5% on a year-over-year basis. 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. As a group, research 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 $0.63 dividend. The ex-dividend date is Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.5%. Dell Technologies’s payout ratio is 24.08%.

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.