A. D. Beadell Investment Counsel Inc. Invests $730,000 in Dell Technologies Inc. $DELL

A. D. Beadell Investment Counsel Inc. acquired a new position in Dell Technologies Inc. (NYSE:DELL) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 5,805 shares of the technology company’s stock, valued at approximately $730,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Dell Technologies in the second quarter valued at about $28,000. Johnson Financial Group Inc. grew 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 increased its holdings in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares in the last quarter. State of Wyoming acquired a new stake in shares of Dell Technologies during the 2nd quarter valued at about $33,000. Finally, Red Tortoise LLC purchased a new stake in shares of Dell Technologies in the third quarter valued at approximately $36,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on DELL. Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 21st. Morgan Stanley raised their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research note on Friday, February 27th. Citic Securities upped their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Raymond James Financial increased their price target 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. Finally, Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $164.22.

Insider Activity

In other Dell Technologies news, CAO Richard Troy Sharp sold 1,538 shares of the stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total value of $229,561.88. Following the completion of the transaction, the chief accounting officer owned 8,030 shares in the company, valued at approximately $1,198,557.80. This represents a 16.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the firm’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $152.28, for a total value of $11,308,008.24. Following the completion of the sale, the director directly owned 92 shares of the company’s stock, valued at approximately $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. Insiders sold 2,595,522 shares of company stock worth $403,091,708 over the last quarter. 42.00% of the stock is owned by insiders.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Strong AI/server demand and renewed analyst attention are supporting revenue expectations and sentiment; several industry notes highlight Dell as a primary AI infrastructure beneficiary. Read More.
• Positive Sentiment: Product catalysts — Dell unveiled refreshed commercial PCs and peripherals built for on‑device AI and enterprise security, which can help near‑term commercial refresh cycles. Read More.
• Positive Sentiment: Partnerships for AI capacity — deals to deploy GPU clusters (e.g., with HIVE) bolster Dell’s exposure to large enterprise and cloud AI workloads. Read More.
• Positive Sentiment: Dividend raise signals cash‑return discipline (quarterly dividend raised to $0.63), which may attract yield‑oriented investors and reduce downside volatility. Read More.
• Positive Sentiment: Recent earnings beat and raised guidance underpin the bullish narrative: revenue and EPS topped expectations in late February, providing a solid fundamental backdrop. Read More.
• Neutral Sentiment: Sector dynamics — broader enterprise spending on servers and easing memory headwinds help Dell, but competitors (HP, Super Micro, others) are also pushing AI‑PC and server plays. Read More.
• Neutral Sentiment: Options and trading flows show bullish retail/institutional tilt in recent coverage, which can amplify moves in either direction as news arrives. Read More.
• Negative Sentiment: Significant insider selling has accelerated (large block sales disclosed recently), a near‑term psychological headwind that can trigger selling pressure despite corporate performance. Read More.
• Negative Sentiment: Valuation and execution concerns: some contrarian analysis warns that backlog and AI demand don’t eliminate execution risk — a disappointment in order conversion or margins could pressure the richly rerated stock. Read More.

Dell Technologies Stock Down 2.1%

Shares of Dell Technologies stock opened at $172.07 on Friday. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $186.39. The firm’s 50 day moving average is $134.05 and its two-hundred day moving average is $135.55. The firm has a market capitalization of $111.11 billion, a P/E ratio of 19.73, a P/E/G ratio of 0.72 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the prior 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 expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal 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 is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.5%. Dell Technologies’s payout ratio is presently 28.90%.

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.