Ameriprise Financial Inc. Has $544.67 Million Stock Holdings in Dell Technologies Inc. $DELL

Ameriprise Financial Inc. lifted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 19.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,840,921 shares of the technology company’s stock after purchasing an additional 637,189 shares during the quarter. Ameriprise Financial Inc. owned 0.57% of Dell Technologies worth $544,670,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Phoenix Financial Ltd. grew its position in shares of Dell Technologies by 95.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after acquiring an additional 16,488 shares during the period. Stonegate Investment Group LLC raised its holdings in shares of Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after purchasing an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI lifted its stake in Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after purchasing an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC bought a new position in Dell Technologies during the third quarter worth about $7,060,000. Finally, Allspring Global Investments Holdings LLC increased its position in Dell Technologies by 4.9% during the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after buying an additional 12,695 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

DELL opened at $151.66 on Monday. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The company has a market capitalization of $100.50 billion, a P/E ratio of 17.39, a P/E/G ratio of 0.71 and a beta of 0.97. The stock has a fifty day moving average of $125.21 and a 200-day moving average of $132.89.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results 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 business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. Dell Technologies’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period last year, the firm earned $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, equities research analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.7%. Dell Technologies’s dividend payout ratio is 28.90%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on DELL shares. Morgan Stanley boosted their target price on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday, February 27th. JPMorgan Chase & Co. cut their price target on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. UBS Group reduced their price objective on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research report on Wednesday, November 26th. Citigroup dropped their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Finally, Zacks Research cut shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $163.28.

Insider Buying and Selling at Dell Technologies

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the company’s stock in a transaction dated 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 sale, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jennifer D. Saavedra sold 10,200 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the sale, the insider owned 252,715 shares in the company, valued at $36,643,675. The trade was a 3.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,174,964 shares of company stock valued at $173,923,497 in the last three months. Corporate insiders own 42.00% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Strong AI-driven revenue momentum: analysts and coverage point to a multibillion-dollar AI/server backlog and a recent quarter that beat EPS and revenue expectations, underscoring durable demand for servers and infrastructure. What’s Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Higher-margin storage opportunity: market writeups highlight Dell’s positioning to capture a profitable “storage attach” market tied to AI deployments, which could lift gross margins if adoption accelerates. Dell Technologies (DELL) Prepared for High-Margin Storage Attach Opportunity
• Positive Sentiment: Shareholder-friendly move: management raised the quarterly dividend ~20%, signaling confidence in cash flow and supporting yield-sensitive buyers. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Neutral Sentiment: Surging component demand — opportunity vs. cost: Dell execs say AI has created “almost infinite demand” for memory components, which supports order visibility but creates cost/availability uncertainty. AI has created ‘almost infinite demand’ for memory components, Dell execs say
• Neutral Sentiment: Long-term infrastructure play: partnership/briefings with the U.S. Department of Energy on national AI infrastructure raise Dell’s strategic profile, a longer-horizon positive but not an immediate earnings driver. Dell and DOE Partner on Building AI Infrastructure
• Negative Sentiment: Insider selling: recent filings show material insider sales (including a ~10,200-share sale by Jennifer Saavedra and larger director-level sales reported elsewhere), which can weigh on sentiment and add supply pressure. Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock Ellen Jamison Kullman Sells 150,346 Shares
• Negative Sentiment: Margin risk from rising component costs and workforce shifts: articles note headcount cutbacks in Texas despite revenue growth and highlight memory/DRAM cost pressure that could compress hardware margins even as top line expands. Dell’s Texas headcount shrinks even as revenue surges Margin concerns discussed in Forbes

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.