Dell Technologies Inc. $DELL Shares Purchased by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lifted its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 2.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 281,360 shares of the technology company’s stock after acquiring an additional 7,510 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Dell Technologies were worth $35,958,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in DELL. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the second quarter worth about $28,000. WealthCollab LLC boosted its position in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the period. State of Wyoming acquired a new stake in shares of Dell Technologies in the 2nd quarter valued at about $33,000. Red Tortoise LLC purchased a new position in Dell Technologies during the 3rd quarter worth approximately $36,000. Finally, Caldwell Trust Co acquired a new stake in shares of Dell Technologies in the second quarter valued at approximately $42,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Stock Up 2.8%

Shares of NYSE DELL opened at $174.06 on Friday. The stock has a market capitalization of $112.40 billion, a price-to-earnings ratio of 19.96, a price-to-earnings-growth ratio of 0.69 and a beta of 0.88. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $186.39. The firm has a 50-day moving average price of $138.24 and a 200 day moving average price of $136.77.

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 analysts’ consensus estimates 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 company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same period last year, the company posted $2.68 earnings per share. The firm’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 research analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

Insider Transactions at Dell Technologies

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total value 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 represents a 69.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 shares were sold at an average price of $152.28, for a total transaction of $11,308,008.24. Following the transaction, the director owned 92 shares of the company’s stock, valued at $14,009.76. This trade represents a 99.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,595,522 shares of company stock worth $403,091,708. Corporate insiders own 42.00% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Multiple bullish analyst and media pieces cite a 17% one‑month rally driven by surging AI server orders, record backlog and attractive valuation — these narratives are lifting investor appetite for DELL. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Coverage from Zacks/TipRanks/Seeking Alpha and The Motley Fool echoes the same bullish thesis — long growth runway from AI infrastructure, improving revenue/earnings outlook and low forward multiples — reinforcing buy-side conviction. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Customer win: the London Stock Exchange selected Dell for on‑prem infrastructure and private cloud — a high‑profile reference account that validates Dell’s enterprise positioning for regulated, latency‑sensitive AI workloads. London Stock Exchange opts for Dell Technologies for on‑prem infrastructure and private cloud platform
• Positive Sentiment: Partner ecosystem strength: Connection earned Dell’s highest Titanium Black partner status — expands go‑to‑market reach and capacity to fulfill large enterprise deals tied to AI and hybrid cloud. Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
• Neutral Sentiment: Truist initiated coverage of Dell — initiation can increase visibility and flows; impact depends on the issued rating and price target (article notes coverage but not the stance). Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
• Neutral Sentiment: CEO Michael Dell will appear at Bank of America’s View From the Top event (April 7) — a potential near‑term catalyst for incremental commentary on backlog, margins and buyback/capital allocation. Dell Technologies to Present at Bank of America’s View From the Top CEO Series
• Positive Sentiment: Macro/sector signal — reports show companies are cutting jobs sequentially in March to redirect spending into AI infrastructure; that reallocation supports sustained demand for servers and storage where Dell is a key supplier. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments
• Positive Sentiment: Relative competitor weakness: HP shares have fallen over the last year despite a revenue beat, which can shift enterprise buyer preference and market share toward better‑performing suppliers like Dell. HP Shares Are Down 31% Over the Past Year Despite a Revenue Beat

Analysts Set New Price Targets

DELL has been the topic of a number of recent research reports. Raymond James Financial lifted their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Piper Sandler dropped their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Truist Financial assumed coverage on Dell Technologies in a research note on Tuesday. They set a “hold” rating and a $170.00 price objective for the company. Mizuho increased their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Finally, The Goldman Sachs Group started coverage on Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price on the stock. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $166.89.

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.