Dell Technologies Inc. $DELL Shares Sold by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC lessened its stake in Dell Technologies Inc. (NYSE:DELL) by 63.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,064 shares of the technology company’s stock after selling 5,344 shares during the period. Aaron Wealth Advisors LLC’s holdings in Dell Technologies were worth $386,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its stake in Dell Technologies by 3.3% in the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock valued at $4,265,237,000 after acquiring an additional 964,080 shares in the last quarter. State Street Corp boosted its stake in Dell Technologies by 2.5% in 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 acquiring an additional 350,941 shares in the last quarter. Invesco Ltd. boosted its stake in Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after acquiring an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in Dell Technologies by 19.9% in the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after acquiring an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP boosted its stake in 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 valued at $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. 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 note on Friday, February 27th. Wolfe Research assumed coverage on shares of Dell Technologies in a research note on Thursday. They set a “peer perform” rating for the company. Bank of America increased their target price on shares of Dell Technologies from $172.00 to $205.00 and gave the stock a “buy” rating in a research note on Wednesday. Piper Sandler decreased their target price on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. Finally, Citigroup decreased their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $170.47.

Dell Technologies Trading Down 1.9%

Shares of Dell Technologies stock opened at $178.05 on Friday. Dell Technologies Inc. has a 12-month low of $77.96 and a 12-month high of $189.75. The stock has a market cap of $114.98 billion, a PE ratio of 20.42, a price-to-earnings-growth ratio of 0.74 and a beta of 0.88. The company has a 50-day moving average of $145.71 and a two-hundred day moving average of $138.75.

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. On average, sell-side analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend 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%.

Insider Buying and Selling at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This trade represents a 69.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider William F. Scannell sold 143,067 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This trade represents a 86.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,595,522 shares of company stock valued at $403,091,708. Company insiders own 42.00% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Bank of America raised its price target on DELL to $205 and kept a “buy” rating, citing Dell’s positioning for enterprise AI and stronger CSG (client solutions group) momentum — a clear analyst endorsement that supports upside. BoFA Raises Price Target
• Positive Sentiment: Coverage and reporting highlight stronger commercial PC demand that lifted CSG revenues ~14% and reinforce Dell’s enterprise wins and AI-ready portfolio, underpinning near-term revenue growth. DELL Gains From Commercial PC Demand
• Positive Sentiment: Dell signed a deal with the Sharjah Digital Department to advance AI adoption in government operations — a concrete enterprise win that supports recurring infrastructure and services revenue. Sharjah Digital Department Deal
• Positive Sentiment: Momentum: media noted DELL hit an all-time share-price high recently, reflecting strong investor enthusiasm for its AI/server exposure and PC recovery. All-Time High Report
• Neutral Sentiment: Wolfe Research initiated coverage with a “peer perform” rating — a neutral/benchmarked view that provides less directional lift than a buy/sell call. Wolfe Research Coverage
• Neutral Sentiment: A Zacks feature reviewed Wall Street’s bullish views on Dell as a buy thesis — useful context but not a single new catalyst. Zacks Analyst Roundup
• Negative Sentiment: Short-term pullback/volatility: after hitting highs and receiving upbeat price-target revisions, some investors appear to be taking profits; combined with below-average intraday volume, that likely pressured the share price today despite the positive fundamental headlines.

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.