Banque Cantonale Vaudoise Has $4.77 Million Stake in Dell Technologies Inc. $DELL

Banque Cantonale Vaudoise raised its holdings in Dell Technologies Inc. (NYSE:DELL) by 11.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,925 shares of the technology company’s stock after acquiring an additional 3,880 shares during the period. Banque Cantonale Vaudoise’s holdings in Dell Technologies were worth $4,773,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Flagship Harbor Advisors LLC raised its holdings in Dell Technologies by 1.3% during the 3rd 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 period. Westside Investment Management Inc. raised its holdings 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 buying an additional 78 shares during the period. Pinnacle Associates Ltd. raised its holdings in Dell Technologies by 0.4% during the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after buying an additional 78 shares during the period. Lindenwold Advisors INC raised its holdings in Dell Technologies by 1.0% during the 3rd quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock worth $1,302,000 after buying an additional 87 shares during the period. Finally, Ancora Advisors LLC raised its holdings in Dell Technologies by 18.6% during the 3rd quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock worth $79,000 after buying an additional 87 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies Trading Down 1.1%

Shares of DELL opened at $235.42 on Wednesday. The company has a market cap of $152.02 billion, a price-to-earnings ratio of 27.00, a PEG ratio of 0.97 and a beta of 0.99. Dell Technologies Inc. has a 1-year low of $106.38 and a 1-year high of $263.99. The company’s fifty day simple moving average is $192.07 and its 200 day simple moving average is $150.99.

Dell Technologies (NYSE:DELL) last issued its 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 business 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 firm’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period in the previous year, the company 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, research analysts forecast that Dell Technologies Inc. will post 11.87 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Analysts Set New Price Targets

Several analysts have commented on the stock. Mizuho raised their target price on shares of Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. Raymond James Financial raised their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Wolfe Research assumed coverage on shares of Dell Technologies in a report on Thursday, April 9th. They set a “peer perform” rating on the stock. Morgan Stanley raised their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Tuesday, April 28th. Finally, Citigroup lifted their price objective on shares of Dell Technologies from $180.00 to $235.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $198.16.

Insiders Place Their Bets

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the sale, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% 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 510,000 shares of the business’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. Company insiders own 42.00% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Dell unveiled new AI infrastructure offerings, including Deskside Agentic AI, PowerStore Elite storage, PowerEdge 18th-gen servers, and PowerRack, all aimed at helping enterprises deploy AI faster with better security, lower latency, and data-sovereignty control.
• Positive Sentiment: Multiple reports highlighted Dell’s growing AI momentum, including strong enterprise demand, a record AI backlog, and surging AI server orders, reinforcing the case that AI infrastructure is driving Dell’s growth outlook.
• Positive Sentiment: Analysts turned more constructive, with Evercore and Bank of America both raising price targets, signaling confidence that Dell’s AI server and data-center pipeline can keep supporting earnings growth.
• Neutral Sentiment: Dell and OpenAI-related coverage suggested the company is becoming an on-prem channel for frontier models and enterprise AI tools, which adds to the AI story but is still early in monetization.
• Negative Sentiment: Some commentary warned that Dell’s stock may already be rich after its recent run, and there are lingering concerns that supply constraints and lofty valuation could limit near-term upside.

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.