Econ Financial Services Corp bought a new position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 16,897 shares of the technology company’s stock, valued at approximately $2,127,000.
A number of other large investors also recently made changes to their positions in DELL. Armstrong Advisory Group Inc. increased its holdings in Dell Technologies by 3.6% in the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock valued at $259,000 after purchasing an additional 63 shares during the last quarter. Flagship Harbor Advisors LLC boosted its holdings in Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after buying an additional 71 shares during the last quarter. Westside Investment Management Inc. grew its position in shares of Dell Technologies by 35.8% during the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after buying an additional 78 shares during the period. Pinnacle Associates Ltd. increased its stake in shares of Dell Technologies by 0.4% in the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after acquiring an additional 78 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC raised its position in shares of Dell Technologies by 2.3% in the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after acquiring an additional 81 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.
Insider Transactions at Dell Technologies
In related news, CMO Jane Tunnell sold 28,529 shares of Dell Technologies stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the sale, the chief marketing officer owned 53,373 shares of the company’s stock, valued at approximately $8,139,916.23. The trade was a 34.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the company’s stock in a transaction dated 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 sale, the director owned 92 shares in the company, valued at $14,009.76. The trade was a 99.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 2,595,522 shares of company stock worth $403,091,708. 42.00% of the stock is owned by insiders.
Analyst Upgrades and Downgrades
Get Our Latest Stock Analysis on DELL
Dell Technologies Stock Performance
NYSE:DELL opened at $163.86 on Wednesday. The stock has a 50-day simple moving average of $135.98 and a 200 day simple moving average of $136.28. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $186.39. The company has a market cap of $105.81 billion, a PE ratio of 18.79, a PEG ratio of 0.67 and a beta of 0.97.
Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s revenue was up 39.5% on a year-over-year basis. During the same quarter in the prior year, the firm 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. On average, research analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.
Dell Technologies Increases Dividend
The firm 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. This represents a $2.52 dividend on an annualized basis and a yield of 1.5%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s payout ratio is 24.08%.
Dell Technologies News Roundup
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Evercore ISI raised its price target for DELL to $205 (from $160) and kept an Outperform rating, citing AI/data‑center demand as a major growth driver — a clear bullish signal for the stock. Evercore ISI Maintains an Outperform rating on Dell Technologies Inc. (DELL)
- Positive Sentiment: Dell’s push into voice AI and enterprise voice workloads with Deepgram and Penguin (PowerEdge + NVIDIA GPUs) reinforces its positioning in high‑margin AI infrastructure — supports revenue/AI backlog growth thesis. Dell Voice AI Push With Deepgram And Penguin Targets Enterprise Workloads
- Positive Sentiment: Feature pieces highlight Dell’s rapid transformation into an AI-server powerhouse and an estimated $25B AI business — bolsters long‑term growth expectations and valuation support. How Dell reinvented itself as an AI-server powerhouse — and what its CFO is building next
- Positive Sentiment: Technical signal: DELL flashed a “golden cross” (50‑day > 200‑day SMA), which many traders view as a bullish momentum indicator. Dell Technologies (DELL) Just Flashed Golden Cross Signal: Do You Buy?
- Neutral Sentiment: CEO Michael Dell will appear on Bank of America’s “View From the Top” CEO series next week — a visibility event that could offer incremental guidance color but is not itself material. Dell Technologies to Present at Bank of America’s View From the Top CEO Series
- Neutral Sentiment: Truist started coverage with a Hold and $170 target — mildly supportive of valuation but less bullish than Evercore, adding mixed analyst signals. Benzinga
- Negative Sentiment: Benzinga noted a new analyst initiation that cast DELL in a more cautious light, which helped pressure shares intraday. Dell Shares Dip Amid Cautious Analyst Coverage: What To Know
- Negative Sentiment: Insider selling was reported among top insiders (including in tech peers), which can increase short‑term pressure on sentiment. Top insiders sold shares of Nvidia, Dell Technologies and Five Below last week
- Negative Sentiment: Wider market weakness — driven by geopolitical tensions in the Middle East — pulled tech names lower, contributing to Dell’s decline today independent of company‑specific fundamentals. Jabil, CECO Environmental, Iridium, Viasat, and Dell Stocks Trade Down, What You Need To Know
Dell Technologies Company 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.
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