MUFG Securities EMEA plc Increases Stock Position in Dell Technologies Inc. $DELL

MUFG Securities EMEA plc increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 112.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 12,356 shares of the technology company’s stock after purchasing an additional 6,553 shares during the period. MUFG Securities EMEA plc’s holdings in Dell Technologies were worth $1,555,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of DELL. Brighton Jones LLC lifted its holdings in shares of 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 purchasing an additional 901 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Dell Technologies during the second quarter worth $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies during the second quarter worth $809,000. Gamco Investors INC. ET AL lifted its holdings in shares of 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 purchasing an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC lifted its holdings in shares of 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 purchasing an additional 34,538 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently weighed in on DELL shares. Truist Financial increased their price target on Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a report on Friday, May 29th. Evercore increased their price target on Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. HSBC raised Dell Technologies to a “buy” rating in a report on Friday. Royal Bank Of Canada started coverage on Dell Technologies in a report on Friday. They issued an “outperform” rating for the company. Finally, Roth Mkm started coverage on Dell Technologies in a report on Friday. They issued a “buy” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

Dell Technologies Stock Performance

Dell Technologies stock opened at $433.72 on Wednesday. Dell Technologies Inc. has a one year low of $108.01 and a one year high of $469.47. The business has a fifty day moving average of $223.02 and a two-hundred day moving average of $161.80. The company has a market cap of $280.07 billion, a P/E ratio of 34.45, a price-to-earnings-growth ratio of 1.45 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter last year, the company earned $1.55 earnings per share. Dell Technologies’s quarterly revenue was up 87.5% compared to the same quarter last year. 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. Sell-side analysts predict that Dell Technologies Inc. will post 12.21 EPS for the current year.

Insider Buying and Selling at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. The trade was a 69.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of Dell Technologies stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $152.28, for a total value of $11,308,008.24. Following the transaction, the director directly owned 92 shares of the company’s stock, valued at $14,009.76. This trade represents a 99.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,561,687 shares of company stock worth $426,677,518. Insiders own 41.50% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Dell’s latest quarter showed blockbuster demand for AI servers, with revenue and earnings far above expectations and management raising its full-year outlook, reinforcing the case that AI data-center spending is driving a new growth cycle. AI Boom Powers Dell Stock’s Post-Earnings Rally. Get Ready for More Upside Ahead.
• Positive Sentiment: Several analysts raised price targets sharply after the earnings beat, including Goldman Sachs, Bernstein, Citic Securities, and Daiwa, signaling growing Wall Street confidence that Dell still has room to run despite its big rally. Daiwa Securities adjusts PT on Dell Technologies to 465 from 170
• Positive Sentiment: Nvidia’s push into AI-enabled PCs could create a new upgrade cycle for Dell laptops, adding another growth avenue beyond servers and helping keep the stock in focus. Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP
• Positive Sentiment: Dell’s new XPS 13 launch gives the company a consumer-PC catalyst as well, with the redesigned laptop aimed directly at Apple’s MacBook line and helping extend the momentum in the shares. Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop
• Neutral Sentiment: Recent media coverage and conference remarks have kept Dell in the center of the AI trade, with investors comparing it to HPE and Super Micro as the market debates whether the stock’s rapid run has gone too far. Dell Stock is Soaring: Is it Too Late to Buy?
• Negative Sentiment: Despite the strong longer-term trend, Dell did slip in recent trading as some investors took profits after the huge run-up, and articles note the stock may be becoming more stretched on valuation. Dell Stock Snaps 8-Day Winning Streak Even as AI Server Rivals Soar

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.