Nordea Investment Management AB Buys 631,315 Shares of Dell Technologies Inc. $DELL

Nordea Investment Management AB lifted its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 437.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 775,652 shares of the technology company’s stock after buying an additional 631,315 shares during the quarter. Nordea Investment Management AB owned about 0.12% of Dell Technologies worth $98,578,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Twin Peaks Wealth Advisors LLC bought a new position in Dell Technologies in the 2nd quarter valued at about $28,000. Johnson Financial Group Inc. boosted its holdings in shares of 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 grew its position in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the last quarter. State of Wyoming bought a new position in shares of Dell Technologies during the second quarter worth approximately $33,000. Finally, Red Tortoise LLC acquired a new stake in Dell Technologies during the 3rd quarter worth approximately $36,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

Analyst Ratings Changes

Several analysts recently issued reports on DELL shares. Morgan Stanley boosted their price target on Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. JPMorgan Chase & Co. dropped their target price on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Weiss Ratings raised shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Finally, UBS Group dropped 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 note on Wednesday, November 26th. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $163.28.

Insiders Place Their Bets

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $154.40, for a total value of $36,659,346.40. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,540,917 shares of company stock valued at $230,215,036 over the last ninety days. 42.00% of the stock is owned by insiders.

Dell Technologies Trading Up 1.0%

NYSE DELL opened at $158.27 on Monday. The firm’s 50 day simple moving average is $128.55 and its 200 day simple moving average is $133.95. The firm has a market capitalization of $102.20 billion, a price-to-earnings ratio of 18.15, a P/E/G ratio of 0.74 and a beta of 0.96. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $169.90.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the previous year, the business earned $2.68 earnings per share. The company’s revenue was up 39.5% on a year-over-year basis. 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 forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

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

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.