Aberdeen Group plc Has $36.89 Million Stock Holdings in Dell Technologies Inc. $DELL

Aberdeen Group plc increased its position in Dell Technologies Inc. (NYSE:DELL) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 293,037 shares of the technology company’s stock after buying an additional 9,106 shares during the quarter. Aberdeen Group plc’s holdings in Dell Technologies were worth $36,887,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Dell Technologies in the second quarter worth $28,000. WealthCollab LLC lifted its holdings in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the period. State of Wyoming bought a new stake in shares of Dell Technologies in the 2nd quarter valued at about $33,000. Red Tortoise LLC acquired a new stake in shares of Dell Technologies in the third quarter valued at about $36,000. Finally, Caldwell Trust Co acquired a new stake in shares of Dell Technologies in the second quarter valued at about $42,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL opened at $174.06 on Friday. The firm has a market cap of $112.40 billion, a PE ratio of 19.96, a price-to-earnings-growth ratio of 0.71 and a beta of 0.88. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $186.39. The business’s 50 day moving average price is $139.42 and its two-hundred day moving average price is $137.17.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping 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 company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter last year, the firm posted $2.68 EPS. The company’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. Research analysts predict that Dell Technologies Inc. will post 6.93 EPS 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. Stockholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is currently 24.08%.

Insider Activity at Dell Technologies

In related news, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the company’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 transaction of $11,308,008.24. Following the transaction, the director directly owned 92 shares of the company’s stock, valued at approximately $14,009.76. This represents a 99.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider William F. Scannell sold 143,067 shares of the stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the transaction, the insider owned 21,779 shares in the company, valued at approximately $3,593,535. The trade was a 86.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,595,522 shares of company stock worth $403,091,708 over the last quarter. Company insiders own 42.00% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: AI-driven server demand: Reports say Dell’s AI/server business is surging (servers up ~350%), fueling huge order flow and helping push the stock higher as investors price in stronger revenue and margin prospects. Dell Stock Jumps — It Rides AI Wave, Servers Soar 350%
• Positive Sentiment: Momentum + valuation case: Multiple analyses highlight a 1‑month move (~20%) and YTD gains, arguing the rally is supported by continued AI tailwinds and an attractive valuation relative to expected earnings growth. Assessing Dell Technologies (DELL) Valuation After Strong Multi Year Shareholder Returns
• Positive Sentiment: Analyst and buy-case coverage: Several outlets (Zacks, The Motley Fool, Seeking Alpha) point to a rising backlog, surging GPU/cloud orders and a low forward multiple, positioning DELL as a buy for AI infrastructure exposure. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Large enterprise win: Dell landed a multi-year private cloud deal with the London Stock Exchange Group, underscoring Dell’s strength in regulated, on‑premises AI/multi-cloud deployments and providing a recurring-revenue, blue‑chip reference. Dell Lands London Stock Exchange Cloud Role With Long-Term Investor Implications
• Positive Sentiment: Institutional attention: Truist initiated coverage recently, which can increase analyst focus and institutional flows into DELL shares. Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
• Neutral Sentiment: Management continuity: Profiles on CFO David Kennedy highlight deep institutional knowledge and stability in the finance team — supportive for execution but not a catalyst by itself. Dell’s CFO built a 27-year career without leaving the company. Here’s how he kept moving up
• Neutral Sentiment: Product and channel news: Brand/product roundups (e.g., best Dell laptops) and partner program recognitions bolster market positioning but have limited immediate impact on enterprise/server revenue. The Best Dell Laptops for 2026 Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
• Negative Sentiment: Macro/industry risk — layoffs and reorgs: Broader reports of tech layoffs as firms reallocate to AI create short‑term demand uncertainty for some product lines and could pressure services/PC spend in parts of the market. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments

Wall Street Analyst Weigh In

A number of equities analysts recently commented on DELL shares. Weiss Ratings lowered Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Mizuho raised their price target on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Citigroup dropped their price target 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. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Finally, Truist Financial started coverage on shares of Dell Technologies in a research note on Tuesday, March 31st. They set a “hold” rating and a $170.00 target price for the company. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $166.89.

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.