Measured Wealth Private Client Group LLC Has $611,000 Stake in Dell Technologies Inc. $DELL

Measured Wealth Private Client Group LLC boosted its position in shares of Dell Technologies Inc. (NYSE:DELL) by 4,397.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,857 shares of the technology company’s stock after acquiring an additional 4,749 shares during the period. Measured Wealth Private Client Group LLC’s holdings in Dell Technologies were worth $611,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Providence Capital Advisors LLC acquired a new position in Dell Technologies during the 3rd quarter worth $7,060,000. Campbell Capital Management Inc. lifted its position in Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after acquiring an additional 20,362 shares during the last quarter. Lingohr Asset Management GmbH lifted its position in Dell Technologies by 733.9% during the 3rd quarter. Lingohr Asset Management GmbH now owns 58,898 shares of the technology company’s stock worth $8,320,000 after acquiring an additional 51,835 shares during the last quarter. ProShare Advisors LLC lifted its position in Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after acquiring an additional 7,642 shares during the last quarter. Finally, United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in Dell Technologies during the 4th quarter worth $23,332,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. UBS Group set a $700.00 price objective on shares of Dell Technologies in a report on Friday. HSBC upgraded shares of Dell Technologies to a “buy” rating in a report on Friday. Bank of America boosted their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a report on Friday. Evercore boosted their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday. Finally, Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $421.00.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell reported revenue of $43.8 billion, up 88% year over year, and EPS of $4.86, far above Wall Street expectations, signaling a major earnings beat. Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
• Positive Sentiment: AI server demand was the main catalyst: Dell said AI-optimized server revenue jumped 757% to $16.1 billion, with $24.4 billion of AI orders and a record backlog, showing demand remains very strong. Reuters: Dell raises annual forecasts as AI data center buildout fuels demand
• Positive Sentiment: Management raised full-year guidance to $165 billion-$169 billion in revenue and lifted AI-server revenue expectations, which suggests the growth surge may continue into the next quarters. WSJ: Dell Raises Fiscal Year Outlook After Sales Soar 88%
• Positive Sentiment: Analysts turned more bullish after the report, with multiple firms raising price targets sharply, which can add momentum to the stock. Benzinga: Dell’s AI-Fueled Surge May Be Far From Over
• Neutral Sentiment: The Pentagon contract is strategically important and supports Dell’s enterprise/software relationships, but investors appear to be focusing more on the AI-server earnings beat than the contract itself. CNBC: Dell wins a $9.7 billion Pentagon software deal

Insiders Place Their Bets

In related news, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction dated 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 sale, the insider owned 21,779 shares of the company’s stock, valued at $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Richard Troy Sharp sold 1,538 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were 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 directly owned 8,030 shares in the company, valued at approximately $1,198,557.80. The trade was a 16.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 3,571,688 shares of company stock valued at $576,654,105 over the last 90 days. Company insiders own 41.50% of the company’s stock.

Dell Technologies Stock Up 32.8%

NYSE DELL opened at $420.96 on Friday. The stock has a market cap of $271.83 billion, a P/E ratio of 33.44, a PEG ratio of 1.55 and a beta of 0.99. The company’s 50-day simple moving average is $216.82 and its 200 day simple moving average is $159.38. Dell Technologies Inc. has a twelve month low of $106.38 and a twelve month high of $429.15.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 324.36%. The firm’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.55 earnings per share. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Research analysts anticipate that Dell Technologies Inc. will post 12.21 earnings per share for the current year.

Dell Technologies 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.