Dell Technologies Inc. $DELL Stock Position Increased by BXM Wealth LLC

BXM Wealth LLC boosted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 2,923.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,522 shares of the technology company’s stock after buying an additional 46,917 shares during the quarter. BXM Wealth LLC’s holdings in Dell Technologies were worth $6,108,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in Dell Technologies by 3.3% in the 3rd quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock worth $4,265,237,000 after purchasing an additional 964,080 shares in the last quarter. State Street Corp lifted its stake in Dell Technologies by 2.5% during the third quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock valued at $2,048,613,000 after buying an additional 350,941 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after buying an additional 2,191,317 shares during the period. Ameriprise Financial Inc. increased its position in shares of Dell Technologies by 19.9% in the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock worth $544,670,000 after acquiring an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP increased its position in shares of Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Stock Down 0.2%

Shares of NYSE DELL opened at $174.06 on Monday. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $186.39. The company has a market cap of $112.40 billion, a P/E ratio of 19.96, a P/E/G ratio of 0.71 and a beta of 0.88. The business’s 50 day moving average is $139.42 and its two-hundred day moving average is $137.22.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share 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 last year, the company earned $2.68 earnings per share. The firm’s revenue 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. Sell-side analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio is 24.08%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on DELL. Morgan Stanley lifted 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. Raymond James Financial raised their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Weiss Ratings lowered shares of Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Barclays increased their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Finally, JPMorgan Chase & Co. lowered their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $166.89.

Dell Technologies News Summary

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

• Positive Sentiment: AI-driven server demand: Reports say Dell’s AI/server business is surging (servers up ~350%), fueling huge order flow and helping push the stock higher as investors price in stronger revenue and margin prospects. Dell Stock Jumps — It Rides AI Wave, Servers Soar 350%
• Positive Sentiment: Momentum + valuation case: Multiple analyses highlight a 1‑month move (~20%) and YTD gains, arguing the rally is supported by continued AI tailwinds and an attractive valuation relative to expected earnings growth. Assessing Dell Technologies (DELL) Valuation After Strong Multi Year Shareholder Returns
• Positive Sentiment: Analyst and buy-case coverage: Several outlets (Zacks, The Motley Fool, Seeking Alpha) point to a rising backlog, surging GPU/cloud orders and a low forward multiple, positioning DELL as a buy for AI infrastructure exposure. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Large enterprise win: Dell landed a multi-year private cloud deal with the London Stock Exchange Group, underscoring Dell’s strength in regulated, on‑premises AI/multi-cloud deployments and providing a recurring-revenue, blue‑chip reference. Dell Lands London Stock Exchange Cloud Role With Long-Term Investor Implications
• Positive Sentiment: Institutional attention: Truist initiated coverage recently, which can increase analyst focus and institutional flows into DELL shares. Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
• Neutral Sentiment: Management continuity: Profiles on CFO David Kennedy highlight deep institutional knowledge and stability in the finance team — supportive for execution but not a catalyst by itself. Dell’s CFO built a 27-year career without leaving the company. Here’s how he kept moving up
• Neutral Sentiment: Product and channel news: Brand/product roundups (e.g., best Dell laptops) and partner program recognitions bolster market positioning but have limited immediate impact on enterprise/server revenue. The Best Dell Laptops for 2026 Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
• Negative Sentiment: Macro/industry risk — layoffs and reorgs: Broader reports of tech layoffs as firms reallocate to AI create short‑term demand uncertainty for some product lines and could pressure services/PC spend in parts of the market. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This represents a 86.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the stock in a transaction that occurred on 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 sale, the director owned 92 shares in the company, valued at approximately $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. Insiders have sold a total of 2,595,522 shares of company stock worth $403,091,708 over the last ninety days. Company insiders own 42.00% of the company’s stock.

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.