E. Ohman J or Asset Management AB Buys Shares of 11,500 Dell Technologies Inc. $DELL

E. Ohman J or Asset Management AB purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 11,500 shares of the technology company’s stock, valued at approximately $1,448,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Phoenix Financial Ltd. raised its position in Dell Technologies by 95.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after purchasing an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC grew its position in shares of Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after buying an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI increased its stake in shares of Dell Technologies by 637.3% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after buying an additional 16,711 shares during the period. Providence Capital Advisors LLC bought a new position in shares of Dell Technologies during the third quarter worth about $7,060,000. Finally, Allspring Global Investments Holdings LLC lifted its stake in shares of Dell Technologies by 4.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after acquiring an additional 12,695 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies 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 directly owned 252,715 shares of the company’s stock, valued at $36,643,675. The trade was a 3.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 completion of the sale, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,542,455 shares of company stock worth $230,444,598. 42.00% of the stock is currently owned by insiders.

Dell Technologies News Roundup

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

• Positive Sentiment: Strong quarterly results and sell‑side support — Dell reported an EPS beat and robust revenue growth; Bernstein reiterated an Outperform following the print, supporting bullish momentum. Dell Technologies Rated Outperform After Strong Earnings Beat
• Positive Sentiment: Bank of America raised its price target to $172 and reiterated a Buy, adding analyst conviction that likely contributed to investor demand. BofA price-target raise coverage
• Positive Sentiment: Product and go‑to‑market moves for AI/security — Dell expanded cybersecurity and resilience offerings for AI deployments and emerging quantum risks, strengthening its enterprise AI/server value proposition. Dell expands cybersecurity and resilience for AI era
• Positive Sentiment: Channel and partner momentum — Redesign Group achieved Titanium Black status in Dell’s partner program, which helps extend sales reach for Dell’s infrastructure products. Redesign Group Titanium Black
• Positive Sentiment: Institutional accumulation — several large funds and the Michael & Susan Dell Foundation have materially increased Dell stakes over recent quarters, signaling institutional confidence and supply sidelining. MarketBeat DELL ownership & flows
• Neutral Sentiment: Broader market tailwinds — an overall risk‑on market (geopolitical easing and a strong tape) has helped technology names, amplifying Dell’s move but not unique to the company. Geopolitical thaw helps tech rally
• Negative Sentiment: Insider selling — recent filings show the CAO and other insiders sold shares (including a large CMO disposition), which can raise short‑term investor caution even if not uncommon. Insider sale: Richard Troy Sharp CMO sale coverage
• Negative Sentiment: Contrarian valuation/execution concerns — at least one in‑depth note argues Dell may be over‑priced relative to execution risks despite a large AI backlog, a reminder that upside depends on sustained AI order conversion and margins. Contrarian: Dell not a buy despite $43B AI backlog

Wall Street Analysts Forecast Growth

Several analysts recently commented on DELL shares. Mizuho upped their target price on Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Daiwa Securities Group boosted their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Finally, JPMorgan Chase & Co. lowered their target price on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $164.22.

Dell Technologies Price Performance

DELL opened at $176.78 on Wednesday. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $178.31. The firm has a market capitalization of $114.15 billion, a PE ratio of 20.27, a P/E/G ratio of 0.77 and a beta of 0.96. The company’s 50-day moving average is $130.58 and its 200 day moving average is $134.58.

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, beating analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.68 EPS. 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, analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is currently 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.