Dell Technologies Inc. $DELL Shares Purchased by Hager Investment Management Services LLC

Hager Investment Management Services LLC raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 2,276.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,060 shares of the technology company’s stock after buying an additional 17,300 shares during the period. Dell Technologies comprises 1.2% of Hager Investment Management Services LLC’s investment portfolio, making the stock its 29th largest position. Hager Investment Management Services LLC’s holdings in Dell Technologies were worth $2,273,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DELL. Wellington Management Group LLP lifted its position in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after buying an additional 2,937,137 shares in the last quarter. Invesco Ltd. lifted its position in Dell Technologies by 82.3% during the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after buying an additional 2,191,317 shares in the last quarter. Franklin Resources Inc. lifted its position in Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after buying an additional 1,685,529 shares in the last quarter. AQR Capital Management LLC lifted its position in Dell Technologies by 628.5% during the second quarter. AQR Capital Management LLC now owns 1,374,078 shares of the technology company’s stock valued at $168,462,000 after buying an additional 1,185,454 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in Dell Technologies by 3.3% during the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock valued at $4,265,237,000 after buying an additional 964,080 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies Trading Up 4.3%

Shares of NYSE:DELL opened at $185.28 on Thursday. The company has a fifty day simple moving average of $143.18 and a 200 day simple moving average of $138.16. The firm has a market cap of $119.65 billion, a PE ratio of 21.25, a price-to-earnings-growth ratio of 0.71 and a beta of 0.88. Dell Technologies Inc. has a 12-month low of $71.12 and a 12-month high of $189.75.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results 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 business had revenue of $33.38 billion during the quarter, compared to analyst estimates 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 was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.68 earnings per share. 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 research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s payout ratio is presently 24.08%.

Insiders Place Their Bets

In related news, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction on 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 owned 21,779 shares in the company, valued at approximately $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 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. In the last quarter, insiders have sold 2,595,522 shares of company stock valued at $403,091,708. 42.00% of the stock is owned by insiders.

Key Dell Technologies News

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

• Positive Sentiment: Dell confirmed robust fundamentals (recent quarterly EPS and revenue beats, FY guidance) and an accelerating shift into AI servers, underpinning investor confidence. Dell trading and earnings summary
• Positive Sentiment: Dell and HIVE will deploy Nvidia’s next‑generation GPUs in a new GPU cluster — a direct revenue and backlog driver as customers scale AI infrastructure. Dell and HIVE partner to deploy Nvidia’s next-generation AI chips
• Positive Sentiment: Analysts are lifting price targets and reiterating buy views (BofA, Mizuho and others), citing secured supply through 2027 and scale advantages that favor Dell in AI server wins. Dell Stock Gets Price-Target Hikes After Breakout Mizuho increases price target
• Positive Sentiment: Dell pledged to grow its dividend ~10% annually through 2030 (recent raise was 20%), which supports the income/total‑return case for long‑term investors. Dividend pledge
• Neutral Sentiment: Analyst/notes and independent commentary (Seeking Alpha) suggest Super Micro’s operational troubles could hand Dell incremental share gains in servers, but this is contingent on sustained execution. Super Micro fallout analysis
• Neutral Sentiment: Regional business development (MoU with Sharjah Digital Department) expands Dell’s government AI footprint — incremental but not transformational in near term. Sharjah MoU
• Negative Sentiment: Headlines about AI-driven layoffs and workforce reductions are raising short‑term execution and morale risk, even if management says cuts are to reset costs for the AI transition. AI layoffs reset costs
• Negative Sentiment: Security guidance for employees in the Middle East after explicit threats adds geopolitical and operational risk to regional activities and could affect on‑the‑ground execution. Security guidance Middle East

Analyst Upgrades and Downgrades

A number of research firms have recently commented on DELL. Truist Financial began coverage on shares of Dell Technologies in a research report on Tuesday, March 31st. They set a “hold” rating and a $170.00 target price on the stock. Mizuho boosted their target price on shares of Dell Technologies from $180.00 to $215.00 and gave the stock an “outperform” rating in a research report on Monday. Barclays boosted their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Piper Sandler reduced their target price on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Finally, Morgan Stanley boosted their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $168.74.

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.