Farther Finance Advisors LLC Increases Stock Position in Dell Technologies Inc. $DELL

Farther Finance Advisors LLC boosted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 49,157 shares of the technology company’s stock after buying an additional 2,875 shares during the quarter. Farther Finance Advisors LLC’s holdings in Dell Technologies were worth $6,188,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Natural Investments LLC purchased a new stake in shares of Dell Technologies during the 4th quarter worth about $214,000. BSW Wealth Partners raised its holdings in Dell Technologies by 38.1% in the 4th quarter. BSW Wealth Partners now owns 21,254 shares of the technology company’s stock worth $2,675,000 after purchasing an additional 5,861 shares during the period. Patton Fund Management Inc. raised its holdings in Dell Technologies by 1,876.1% in the 4th quarter. Patton Fund Management Inc. now owns 37,527 shares of the technology company’s stock worth $4,724,000 after purchasing an additional 35,628 shares during the period. LOM Asset Management Ltd boosted its position in Dell Technologies by 75.5% during the fourth quarter. LOM Asset Management Ltd now owns 465 shares of the technology company’s stock worth $59,000 after purchasing an additional 200 shares in the last quarter. Finally, Assetmark Inc. grew its holdings in Dell Technologies by 8.5% in the fourth quarter. Assetmark Inc. now owns 7,917 shares of the technology company’s stock valued at $997,000 after purchasing an additional 622 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Evercore upped their target price on Dell Technologies from $160.00 to $205.00 and gave the stock an “outperform” rating in a research note on Thursday, March 26th. JPMorgan Chase & Co. upped their price objective on shares of Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 21st. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Finally, Weiss Ratings downgraded shares of Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 1st. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $175.74.

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $193.11 on Friday. The stock’s 50 day simple moving average is $151.14 and its 200-day simple moving average is $140.26. The stock has a market cap of $124.70 billion, a P/E ratio of 22.15, a P/E/G ratio of 0.72 and a beta of 0.88. Dell Technologies Inc. has a 1-year low of $80.74 and a 1-year high of $193.80.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion for 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 firm’s revenue was up 39.5% compared to the same quarter last year. During the same quarter last year, the business posted $2.68 earnings per share. 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 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued 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 1.3%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s payout ratio is currently 24.08%.

Insider Activity

In other Dell Technologies news, CFO David Alan Kennedy sold 19,500 shares of the business’s stock in a transaction dated Thursday, April 9th. The shares were sold at an average price of $182.53, for a total value of $3,559,335.00. Following the transaction, the chief financial officer directly owned 183,097 shares in the company, valued at $33,420,695.41. The trade was a 9.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 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 sale, the insider owned 21,779 shares of the company’s stock, valued at $3,593,535. This represents a 86.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,615,022 shares of company stock valued at $406,651,043 in the last quarter. 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: Goldman Sachs raised its price target to $215 and kept a Buy rating, reinforcing the investment case that Dell is an AI/server leader and supporting upward momentum. Goldman Sachs Raises Dell Price Target to $215
• Positive Sentiment: JPMorgan upgraded/raised its price target to $205 and put an Overweight rating on DELL — another major analyst endorsement that likely pulled in buyers. JPMorgan raises Dell price target to $205 (Benzinga)
• Positive Sentiment: Media coverage noted Dell hitting an all-time high and Goldman seeing further upside after a strong rally this year — attention like this attracts momentum trading and new inflows. Dell stock hits all-time high – Goldman Sachs sees further growth
• Positive Sentiment: CEO Michael Dell publicly opposed a proposed AI data-center moratorium, signaling management support for continued AI infrastructure buildouts — bullish for server/storage demand. Michael Dell on proposed data center moratorium: ‘That’s not a great idea’
• Positive Sentiment: Dell is named in a new Intel–Nokia 5G edge collaboration (compact UPF appliance), which highlights Dell’s role in edge/telecom infrastructure opportunities. Intel Joins Nokia & Dell in 5G Edge Innovation
• Positive Sentiment: Unusually large call-option activity (well above average) signals speculative bullish positioning by traders ahead of further catalysts. (No link)
• Neutral Sentiment: Analyst pieces arguing Dell is a “value multiple on an AI growth business” provide longer-term rationale but are less immediate catalysts than price-target changes. Dell: A Value Stock Multiple On An AI Growth Business
• Neutral Sentiment: Benzinga/press-roundups summarizing analyst forecasts and bullish notes amplify visibility but largely echo the same bullish signals that moved the tape. What’s Behind The Jump In Dell Technologies Stock?
• Negative Sentiment: At least one Seeking Alpha piece downgraded the tone on Dell (“You Are Already Late To The Party”), warning the rally could be near-term priced-in — a caution for momentum traders. Dell: You Are Already Late To The Party (Downgrade)
• Negative Sentiment: Competitors (e.g., SMCI) are launching compact, cost-efficient edge AI systems — increased competition in some segments could pressure margins or pricing over time. SMCI Launches Compact and Cost-Efficient Edge AI System

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.