Dell Technologies Inc. $DELL Shares Acquired by Chicago Capital LLC

Chicago Capital LLC raised its position in shares of Dell Technologies Inc. (NYSE:DELL) by 3.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 123,195 shares of the technology company’s stock after acquiring an additional 4,257 shares during the quarter. Chicago Capital LLC’s holdings in Dell Technologies were worth $15,508,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of 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 purchasing an additional 964,080 shares in the last quarter. State Street Corp grew its position in shares of 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 purchasing an additional 350,941 shares in the last quarter. Invesco Ltd. grew its position 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 valued at $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. grew 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 valued at $544,670,000 after purchasing an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP grew 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 valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Ratings Changes

DELL has been the subject of a number of analyst reports. Truist Financial initiated coverage on Dell Technologies in a research report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 price target for the company. Mizuho upped their price target on Dell Technologies from $180.00 to $215.00 and gave the company an “outperform” rating in a research report on Monday, April 6th. The Goldman Sachs Group upped their price target on Dell Technologies from $195.00 to $215.00 and gave the company a “buy” rating in a research report on Thursday. Bank of America increased their price objective on Dell Technologies from $172.00 to $205.00 and gave the stock a “buy” rating in a research report on Wednesday, April 8th. Finally, Evercore increased their price objective on Dell Technologies from $160.00 to $205.00 and gave the stock an “outperform” rating in a research report on Thursday, March 26th. Seventeen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $175.74.

Dell Technologies Trading Up 1.7%

Shares of NYSE DELL opened at $196.46 on Friday. The stock has a market cap of $126.86 billion, a P/E ratio of 22.53, a PEG ratio of 0.79 and a beta of 0.88. Dell Technologies Inc. has a 12-month low of $80.74 and a 12-month high of $197.34. The business’s fifty day simple moving average is $152.65 and its 200-day simple moving average is $140.70.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data 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 negative return on equity of 236.90% and a net margin of 5.23%.The business had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same period last year, the firm earned $2.68 earnings per share. The company’s revenue for the quarter 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, equities analysts forecast 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. Investors of record on Tuesday, April 21st will be paid 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 yield of 1.3%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s payout ratio is presently 24.08%.

More Dell Technologies News

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 bullish AI/server narrative that investors are rewarding. Goldman Sachs Raises Dell Price Target to $215
• Positive Sentiment: JPMorgan bumped its price target to $205 and assigned an Overweight rating, adding institutional support to the rally. JPMorgan Raises DELL Price Target
• Positive Sentiment: Elevated bullish derivatives flow: unusually high call option volume was reported (roughly 47,955 calls), consistent with speculative/leveraged positioning ahead of continued AI/server optimism.
• Positive Sentiment: Media/analyst coverage highlights momentum and all‑time highs (Goldman commentary, press stories), which can attract momentum and flows into the stock. Dell stock hits all-time high – Goldman Sachs sees further growth
• Positive Sentiment: CEO Michael Dell publicly supported continued AI data‑center builds (rejecting a moratorium), reinforcing the company’s positioning in AI infrastructure demand. Michael Dell on proposed data center moratorium
• Neutral Sentiment: Long‑form pieces (Seeking Alpha, Zacks, Benzinga) profile Dell as a value/AI play — useful for context but not immediate catalysts. Dell: A Value Stock Multiple On An AI Growth Business
• Negative Sentiment: COO Jeffrey W. Clarke sold 116,000 shares under a pre‑arranged Rule 10b5‑1 plan (≈$21.2M at ~$182.48). While disclosed as a scheduled trade, large insider selling can create short‑term selling pressure and prompts investor questions on timing. SEC Filing – Clarke Form 4
• Negative Sentiment: Director V (Gp) L.L.C. disclosed two large sales on April 15–16 totaling ~840,666 shares (~$148.8M combined at ~$177–$177.24 average). Large block sales from a director/affiliate are a notable offset to bullish headlines and could weigh on near‑term supply. SEC Filing – Director V sale (382,000) SEC Filing – Director V sale (458,666)

Insider Buying and Selling

In other Dell Technologies news, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the sale, the director directly owned 65,662 shares of the company’s stock, valued at $9,529,526.06. The trade was a 69.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,571,688 shares of company stock valued at $576,654,105 in the last quarter. 42.00% of the stock is owned by insiders.

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.