Cane Capital Partners LLC Makes New $1.50 Million Investment in Dell Technologies Inc. $DELL

Cane Capital Partners LLC purchased a new position in Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 11,900 shares of the technology company’s stock, valued at approximately $1,498,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. WealthCollab LLC boosted its holdings in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after acquiring an additional 114 shares in the last quarter. State of Wyoming bought a new position in Dell Technologies in the second quarter worth approximately $33,000. Red Tortoise LLC bought a new position in Dell Technologies in the third quarter worth approximately $36,000. Caldwell Trust Co bought a new position in Dell Technologies in the second quarter worth approximately $42,000. Finally, J.Safra Asset Management Corp bought a new position in Dell Technologies in the third quarter worth approximately $43,000. Institutional investors own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

DELL has been the topic of several recent research reports. Citigroup cut their price target on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Bank of America raised their target price on Dell Technologies from $155.00 to $172.00 and gave the company a “buy” rating in a report on Monday, March 23rd. Raymond James Financial raised their target price on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Mizuho increased their price target on Dell Technologies from $180.00 to $215.00 and gave the company an “outperform” rating in a research report on Monday. Finally, Truist Financial assumed coverage on shares of Dell Technologies in a report on Tuesday, March 31st. They set a “hold” rating and a $170.00 price objective on the stock. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $168.74.

Dell Technologies News Summary

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

• Positive Sentiment: Analyst upgrades and price-target raises lift sentiment — Mizuho raised its price target substantially (reported lift from $180 to $215) and other analysts have increased targets as they digest booming AI infrastructure demand. Benzinga: Mizuho raises DELL price target
• Positive Sentiment: Analyst notes and coverage calling out soaring AI-server demand are driving buying interest — several outlets report analysts upping targets and favoring DELL for AI infrastructure exposure. Dell (DELL) Stock Surges as Analyst Ups Target on Soaring AI Infrastructure Demand
• Positive Sentiment: Company-level AI strategy and transformation commentary (earnings/management transcript coverage) reinforces the narrative that Dell is pivoting to capture AI/server growth. Investors interpret this as validation of higher-margin infrastructure opportunities. Dell Technologies Inc. (DELL) Discusses AI Strategy and Business Transformation in the Tech Industry Transcript
• Neutral Sentiment: Coverage noting increased investor attention and record ISG/backlog highlights upside potential but also reminds investors of competition and execution risk — useful context but not a direct catalyst. DELL Benefits From Cloud Infrastructure Expansion: More Upside Ahead?
• Neutral Sentiment: Comparisons among AI-server names (SMCI vs DELL) are drawing attention and helping re-price relative valuations—important for positioning but outcome-dependent. SMCI vs. DELL: Mizuho Top Analyst Picks the Better AI Server Stock
• Negative Sentiment: Major AI-driven layoffs and broader job-cut announcements signal near-term execution and morale risks; investors must judge whether cost reductions fund growth investments without harming execution. Dell Announced Major AI-Driven Layoffs in March 2026. What Comes Next for Dividend-Paying DELL Stock?
• Negative Sentiment: Wider reports that Oracle, Amazon and Dell are cutting jobs amid AI shifts add to macro/sector uncertainty about how labor moves translate to long-term margins. Oracle, Amazon, Dell lead global job cuts amid AI push
• Negative Sentiment: Security guidance for employees in the Middle East after explicit threats introduces geopolitical and operational risk that could weigh on sentiment for some investors. Dell Security Guidance In Middle East Puts Strong Share Run In Focus

Dell Technologies Price Performance

DELL opened at $177.48 on Wednesday. The company has a market capitalization of $114.61 billion, a price-to-earnings ratio of 20.35, a P/E/G ratio of 0.71 and a beta of 0.88. The firm’s fifty day moving average price is $141.82 and its two-hundred day moving average price is $137.83. Dell Technologies Inc. has a 1 year low of $71.00 and a 1 year high of $186.39.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $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 firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.4%. 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%.

Insider Buying and Selling at Dell Technologies

In related news, CAO Richard Troy Sharp sold 1,538 shares of Dell Technologies stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the sale, the chief accounting officer directly owned 8,030 shares in the company, valued at approximately $1,198,557.80. This trade represents a 16.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $162.25, for a total value of $74,634,837.75. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,595,522 shares of company stock valued at $403,091,708 in the last ninety days. 42.00% of the stock is 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.