M&T Bank Corp Purchases 135,057 Shares of Dell Technologies Inc. $DELL

M&T Bank Corp raised its position in Dell Technologies Inc. (NYSE:DELL) by 555.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 159,358 shares of the technology company’s stock after purchasing an additional 135,057 shares during the period. M&T Bank Corp’s holdings in Dell Technologies were worth $20,060,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Flagship Harbor Advisors LLC raised its stake in Dell Technologies by 1.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after purchasing an additional 71 shares in the last quarter. Westside Investment Management Inc. increased its stake in 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 acquiring an additional 78 shares during the period. Pinnacle Associates Ltd. raised its stake in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after purchasing an additional 78 shares in the last quarter. Meeder Asset Management Inc. raised its position in shares of Dell Technologies by 33.7% in the 3rd quarter. Meeder Asset Management Inc. now owns 325 shares of the technology company’s stock valued at $46,000 after buying an additional 82 shares in the last quarter. Finally, HM Payson & Co. raised its position in Dell Technologies by 2.7% during the third quarter. HM Payson & Co. now owns 3,221 shares of the technology company’s stock valued at $457,000 after purchasing an additional 85 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Trading Down 1.2%

Shares of DELL stock opened at $212.14 on Friday. The business’s 50-day moving average price is $159.82 and its 200-day moving average price is $142.53. The firm has a market capitalization of $136.99 billion, a price-to-earnings ratio of 24.33, a PEG ratio of 0.87 and a beta of 0.88. Dell Technologies Inc. has a 12 month low of $86.76 and a 12 month high of $219.26.

Dell Technologies (NYSE:DELL) last posted its earnings results 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 business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same period last year, the company earned $2.68 EPS. The firm’s revenue was up 39.5% compared to the same quarter last year. 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, sell-side analysts predict that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Insider Buying and Selling

In other news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,571,688 shares of company stock worth $576,654,105 in the last 90 days. Corporate insiders own 42.00% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: The company announced a $1.44 billion purchase agreement with Boost Run to supply large-scale AI compute and storage infrastructure — a material, revenue-driving enterprise order that directly validates Dell’s AI server pipeline and financing solutions. Dell Signs $1.4 Billion AI Deal
• Positive Sentiment: Analysts have been raising targets and ratings — Evercore boosted its price target to $240 (outperform) and Zacks upgraded Dell to “strong-buy” — which supports further upside and investor confidence in Dell’s AI growth opportunity. Evercore Raises Price Target
• Positive Sentiment: Market commentary highlights very large AI server orders and a sizable backlog (reported multi‑billion-dollar figures), reinforcing that Dell is a key beneficiary of enterprise AI infrastructure spending. Dell vs Apple: AI Server Orders
• Neutral Sentiment: Analyses note strong momentum and valuation re‑rating after a big run — Dell’s recent gains have been large (30‑day and 1‑year returns highlighted), prompting fresh attention on whether valuation now fully reflects AI tailwinds. Assessing Dell Valuation
• Negative Sentiment: The stock slipped amid broader-market weakness and likely short‑term profit‑taking after rapid gains; intraday weakness has outpaced the market in some reports. Dell Dips More Than Broader Market
• Negative Sentiment: Rumors of a potential strategic move in the PC/server space (reports about NVIDIA discussions with PC makers) create uncertainty about competitive dynamics and long‑term positioning for incumbents like Dell. That headline risk can pressure shares until clarity emerges. Potential NVIDIA Deal Coverage

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. JPMorgan Chase & Co. upped their price objective on Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Barclays lifted their target price on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Raymond James Financial lifted their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Finally, Weiss Ratings upgraded shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $181.53.

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.