Dell Technologies Inc. $DELL Shares Acquired by CreativeOne Wealth LLC

CreativeOne Wealth LLC boosted its holdings in Dell Technologies Inc. (NYSE:DELL) by 83.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,724 shares of the technology company’s stock after purchasing an additional 3,971 shares during the quarter. CreativeOne Wealth LLC’s holdings in Dell Technologies were worth $1,237,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Winnow Wealth LLC bought a new position in shares of Dell Technologies in the 2nd quarter worth about $25,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Dell Technologies during the 2nd quarter valued at about $28,000. Johnson Financial Group Inc. raised its stake in Dell Technologies by 66.2% during the second quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company’s stock worth $31,000 after acquiring an additional 100 shares during the period. WealthCollab LLC lifted its holdings in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after acquiring an additional 114 shares during the last quarter. Finally, State of Wyoming bought a new position in Dell Technologies in the second quarter worth about $33,000. Institutional investors own 76.37% of the company’s stock.

Insider Activity

In other news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 transaction, the director owned 65,662 shares in the company, valued at $9,529,526.06. This represents a 69.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,164,764 shares of company stock worth $172,444,497. 42.00% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Citic Securities upped their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Citigroup dropped their target price on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, Evercore reaffirmed an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a report on Thursday, February 19th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $163.28.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell raised its dividend by 20%, boosting near-term shareholder yield and signaling management is prioritizing returns — a clear catalyst for income-focused and dividend-growth investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Positive Sentiment: Mutual funds have been increasing Dell exposure recently, putting the stock on buy-point watchlists — institutional buying can support near-term demand. Mutual Funds Load Up On This Defense Name, Dell Stock
• Positive Sentiment: Dell is pushing deeper into AI/edge markets (new rugged PowerEdge XR9700, expanded Unisys alliance and Dataloop deal) — moves that expand higher-margin services and AI-server addressable markets over time. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Positive Sentiment: At least one outlet reported Dell’s price target was raised to $170, reflecting continued analyst bullishness after recent results. Higher targets can underpin investor conviction. Dell Technologies (NYSE:DELL) Price Target Raised to $170.00
• Neutral Sentiment: Zacks and other market-commentary pieces are featuring Dell among investment ideas, keeping the name in investor screens but not adding a single definitive catalyst. Zacks Investment Ideas feature highlights Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell
• Neutral Sentiment: Local reporting notes Dell is trimming headcount in Round Rock while revenue remains strong — operational tightening can help margins, but also raises questions about execution and workforce risk. Dell employing fewer people here — but it’s raking in the revenue
• Negative Sentiment: Director Ellen Jamison Kullman sold 150,346 shares (≈$21.8M), materially reducing her stake — a large, recent insider sale that can spook investors when paired with other selling. Insider Sale Filing — Ellen Jamison Kullman
• Negative Sentiment: Coverage flagged renewed margin worries: rising DRAM/component prices and a richer AI-server mix could compress hardware gross margins even as revenue grows — a primary reason for today’s pullback. Dell slides 3.5% as margin worries resurface after AI-fueled rally
• Negative Sentiment: Reporting shows multiple large insider sales (including other directors/executives), reinforcing sell-pressure narrative and raising governance/stock-supply concerns for short-term sentiment. Dell Technologies (NYSE:DELL) Director Sells $74,883,300.00 in Stock

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $143.74 on Wednesday. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08. The business’s fifty day moving average price is $123.82 and its two-hundred day moving average price is $132.51. The company has a market capitalization of $95.25 billion, a P/E ratio of 16.48, a PEG ratio of 0.68 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same quarter in the prior 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. On average, research analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business 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 $0.63 dividend. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is currently 24.08%.

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.