Dell Technologies Inc. $DELL Shares Purchased by AIA Group Ltd

AIA Group Ltd grew its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 217.3% in the third quarter, according to its most recent filing with the SEC. The fund owned 20,483 shares of the technology company’s stock after acquiring an additional 14,027 shares during the period. AIA Group Ltd’s holdings in Dell Technologies were worth $2,904,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Dell Technologies by 3.3% during the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock worth $4,265,237,000 after purchasing an additional 964,080 shares during the period. State Street Corp boosted its position in shares of Dell Technologies by 2.5% in the 3rd 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 during the period. Boston Partners increased its stake in Dell Technologies by 15.0% in the 2nd quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock worth $725,586,000 after purchasing an additional 771,966 shares in the last quarter. Invesco Ltd. increased its stake in Dell Technologies by 82.3% in the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. Finally, Norges Bank acquired a new stake in Dell Technologies during the 2nd quarter worth about $528,279,000. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Up 5.1%

NYSE DELL opened at $156.84 on Friday. The stock has a market capitalization of $103.93 billion, a PE ratio of 17.99, a price-to-earnings-growth ratio of 0.70 and a beta of 0.97. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $168.08. The company has a 50 day moving average price of $127.79 and a two-hundred day moving average price of $133.54.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. The company 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 quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.68 EPS. 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, equities analysts anticipate that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.6%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is 24.08%.

Key Dell Technologies News

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

• Positive Sentiment: Renewed AI infrastructure momentum — Coverage highlights large enterprise AI orders/backlog and new AI product pushes (including announcements around GTC with NVIDIA) that support a multi‑year growth story for AI servers and services. This is the main catalyst behind investor enthusiasm. Article Title
• Positive Sentiment: Strong underlying results and guidance — Analysts and reports point to Dell’s record FY revenue, large AI-optimized server backlog, raised capital return (dividend hike and added buyback authorization) and management’s FY27 AI revenue target (~$50B), which underpin bullish analyst views and higher price targets. Article Title
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer publicly called DELL a buy, adding to retail interest and positive sentiment around the company’s positioning in enterprise AI. Article Title
• Neutral Sentiment: Mixed execution narrative — Dell is simultaneously reshaping costs (facility consolidation, hiring limits) and investing in AI voice/infrastructure partnerships; near‑term efficiency moves may help margins but create execution and timing uncertainty. Article Title
• Negative Sentiment: Significant insider selling — Filings show large share sales by director entities (IV (GP) L.L.C. and V (GP) L.L.C.) totaling many millions of dollars of stock sold in mid‑March, which investors often view as a negative signal on near‑term insider conviction. SEC Filing
• Negative Sentiment: Workforce reductions called out in multiple reports — Dell trimmed roughly 10% of its workforce (reported ~11,000 roles) as part of multi‑year cost actions; while this can boost near‑term margins, it signals persistent cost pressures and restructuring risk. Article Title

Analysts Set New Price Targets

A number of research firms recently commented on DELL. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Morgan Stanley boosted their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. Wall Street Zen raised Dell Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. UBS Group lowered their price target on Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Finally, Raymond James Financial upped their price target on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Seventeen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $163.28.

Insider Buying and Selling

In related news, insider Jennifer D. Saavedra sold 10,200 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $145.00, for a total value of $1,479,000.00. Following the transaction, the insider directly owned 252,715 shares of the company’s stock, valued at approximately $36,643,675. This trade represents a 3.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the completion of the sale, the director owned 92 shares of the company’s stock, valued at approximately $14,009.76. This trade represents a 99.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,512,388 shares of company stock worth $225,864,078 over the last ninety days. 42.00% of the stock is currently owned by corporate 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.