Burns J W & Co. Inc. NY Sells 2,795 Shares of Dell Technologies Inc. $DELL

Burns J W & Co. Inc. NY lowered its position in Dell Technologies Inc. (NYSE:DELL) by 18.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,505 shares of the technology company’s stock after selling 2,795 shares during the quarter. Burns J W & Co. Inc. NY’s holdings in Dell Technologies were worth $1,574,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also added to or reduced their stakes in the business. 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 buying an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC raised its position in shares of Dell Technologies by 24,493.8% during the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after acquiring an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI lifted its stake in shares of Dell Technologies by 637.3% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after acquiring an additional 16,711 shares during the period. Providence Capital Advisors LLC bought a new stake in Dell Technologies in the third quarter valued at approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC boosted its holdings in Dell Technologies by 4.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock valued at $40,990,000 after acquiring an additional 12,695 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies Stock Performance

DELL stock opened at $184.11 on Thursday. The company has a market capitalization of $118.89 billion, a P/E ratio of 21.11, a price-to-earnings-growth ratio of 0.72 and a beta of 0.97. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $184.86. The business has a 50-day simple moving average of $131.89 and a two-hundred day simple moving average of $134.93.

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

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is currently 24.08%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on DELL. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 21st. UBS Group decreased 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 lowered their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Bank of America boosted their target price on shares of Dell Technologies from $155.00 to $172.00 and gave the company a “buy” rating in a report on Monday. Finally, Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $164.22.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analyst support: Bank of America raised its price target to $172 and several brokerages (Bernstein, Mizuho, Daiwa) have reiterated/upgraded coverage, reinforcing buy-side conviction. Bank of America Boosts Dell Price Target
• Positive Sentiment: Macro/AI momentum and analyst notes pointing to strong enterprise AI/server demand have driven renewed investor interest in Dell as a primary beneficiary of AI infrastructure spending. Dell Hasn’t Given Up on AI PCs
• Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup (sleeker, AI-capable designs) and expanded cybersecurity/resilience offerings for AI deployments — moves that support near‑term revenue and enterprise wallet share. Dell Reimagines Commercial PCs
• Positive Sentiment: Dividend raise: Dell increased its quarterly dividend to $0.63 (annualized $2.52), signaling cash-return discipline that can attract income‑oriented investors. Dividend Increase Coverage
• Positive Sentiment: Institutional interest: Large buys and position increases from funds (e.g., Norges Bank, Wellington, Invesco) suggest sustained institutional allocation to Dell. Institutional Holdings Summary
• Neutral Sentiment: Broader market and sector dynamics — easing memory pressures, renewed CPU demand and a favorable tape for defensive tech names — are helping server/PC stocks generally, including Dell. MarketWatch: Server Makers Move
• Neutral Sentiment: Competitive context: Competitors like HP are also pushing AI‑PC strategies; this validates demand but increases execution/market‑share competition. HP AI-PC Positioning
• Negative Sentiment: Large insider selling: Multiple filings show significant disposals (William F. Scannell, Director V (Gp) L.L.C., CAO Richard Sharp and others) in recent days — high dollar insider sales can create investor caution even if not linked to company fundamentals. William F. Scannell Sale
• Negative Sentiment: Valuation/execution caution: A contrarian analysis warns that a large AI backlog doesn’t eliminate execution risk and that valuation could be vulnerable if demand or margins disappoint. Contrarian Seeking Alpha Piece

Insider Buying and Selling

In other Dell Technologies news, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This represents a 86.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Richard Troy Sharp sold 1,538 shares of the stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the sale, the chief accounting officer owned 8,030 shares of the company’s stock, valued at approximately $1,198,557.80. This trade represents a 16.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,595,522 shares of company stock valued at $403,091,708 over the last 90 days. 42.00% of the stock is currently owned by company 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.