Advisortrust Partners LLC Buys Shares of 1,501 Dell Technologies Inc. $DELL

Advisortrust Partners LLC acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,501 shares of the technology company’s stock, valued at approximately $246,000.

A number of other large investors have also added to or reduced their stakes in the stock. Campbell Capital Management Inc. increased its stake in shares of Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after purchasing an additional 20,362 shares in the last quarter. ProShare Advisors LLC boosted its holdings in Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after buying an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in Dell Technologies in the 4th quarter worth $23,332,000. Tectonic Advisors LLC bought a new stake in Dell Technologies during the fourth quarter valued at about $5,620,000. Finally, Nordea Investment Management AB raised its holdings in Dell Technologies by 437.4% during the fourth quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock valued at $98,578,000 after acquiring an additional 631,315 shares during the period. Institutional investors own 76.37% of the company’s stock.

Analyst Ratings Changes

DELL has been the subject of several research analyst reports. UBS Group set a $700.00 target price on Dell Technologies in a research report on Friday, May 29th. Jefferies Financial Group downgraded Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Mizuho increased their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a report on Monday, June 1st. Evercore reiterated an “outperform” rating on shares of Dell Technologies in a research report on Wednesday, July 8th. Finally, Truist Financial upped their target price on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

Dell Technologies Price Performance

Shares of DELL stock opened at $397.18 on Friday. The company has a market capitalization of $257.42 billion, a P/E ratio of 31.55, a P/E/G ratio of 0.85 and a beta of 1.31. The company’s 50-day simple moving average is $372.69 and its two-hundred day simple moving average is $228.67. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business’s revenue was up 87.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.55 EPS. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, research analysts expect that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio is presently 20.02%.

Insider Activity

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the business’s stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the sale, the director owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. The trade was a 44.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the company’s stock in a transaction on Friday, June 26th. The shares were sold at an average price of $396.37, for a total value of $6,611,055.23. The SEC filing for this sale provides additional information. Insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683 in the last ninety days. 41.50% of the stock is currently owned by insiders.

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.