Pathfinder Wealth Consulting Inc. Takes Position in Dell Technologies Inc. $DELL

Pathfinder Wealth Consulting Inc. bought a new stake in Dell Technologies Inc. (NYSE:DELL) during the fourth quarter, HoldingsChannel reports. The firm bought 3,014 shares of the technology company’s stock, valued at approximately $379,000.

A number of other institutional investors have also modified their holdings of the stock. Brighton Jones LLC raised its stake in Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares during the period. Sivia Capital Partners LLC acquired a new stake in Dell Technologies during the second quarter worth about $328,000. Marshall Wace LLP acquired a new stake in Dell Technologies during the second quarter worth about $809,000. Gamco Investors INC. ET AL raised its stake in Dell Technologies by 30.2% during the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after acquiring an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC raised its stake in Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after acquiring an additional 34,538 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Analysts expect Dell to beat fiscal first-quarter estimates, with upbeat revisions and higher price targets adding to the stock’s rally ahead of earnings on May 28. Dell stock rallies as analysts show love ahead of Q1 earnings
• Positive Sentiment: AI demand remains a major catalyst, with Dell’s server backlog and revenue targets pointing to strong growth in enterprise and hyperscale AI infrastructure. Dell’s AI Data Center Expansion Gains Pace: What Lies Ahead?
• Positive Sentiment: The shares hit a fresh record and 52-week high as investors continue to re-rate Dell higher on the strength of its AI story ahead of earnings. Dell Stock Surges to Fresh Record Ahead of Earnings Next Week
• Positive Sentiment: Heavy call-option activity suggests traders are positioning for more upside into the earnings report. Dell Technologies Stock Hits 52-Week High – Here’s Why
• Neutral Sentiment: Dell also announced that an Infrastructure Solutions Group executive will present at a June investor conference, keeping the company in focus with investors but not changing near-term fundamentals. Dell Technologies to Present at Investor Conference in June
• Neutral Sentiment: Most of the recent coverage is centered on upcoming earnings and AI momentum, so the stock’s move is still largely driven by expectations rather than confirmed results. Dell Stock Leads the S&P 500 Today. Next Week’s Earnings Could Send It Higher.

Dell Technologies Trading Up 16.7%

NYSE DELL opened at $294.97 on Friday. Dell Technologies Inc. has a 52 week low of $106.38 and a 52 week high of $298.32. The stock has a market cap of $190.48 billion, a price-to-earnings ratio of 33.83, a price-to-earnings-growth ratio of 1.11 and a beta of 0.99. The company has a 50-day moving average price of $199.13 and a two-hundred day moving average price of $153.21.

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 firm had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the prior year, the firm earned $2.68 EPS. Dell Technologies’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. As a group, equities research analysts expect that Dell Technologies Inc. will post 11.87 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were given a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 0.9%. Dell Technologies’s payout ratio is currently 28.90%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on DELL. Daiwa Securities Group increased their price objective on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Bank of America increased their price objective on shares of Dell Technologies from $246.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Wall Street Zen lowered shares of Dell Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 16th. Barclays increased their price objective on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Finally, Citigroup increased their price objective on shares of Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $211.32.

Insider Activity

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction that occurred on 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 transaction, the director directly owned 65,662 shares in the company, valued at $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is owned by insiders.

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.