2,026 Shares in Dell Technologies Inc. $DELL Purchased by Roman Butler Fullerton & Co.

Roman Butler Fullerton & Co. purchased a new position in Dell Technologies Inc. (NYSE:DELL) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 2,026 shares of the technology company’s stock, valued at approximately $333,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DELL. Brighton Jones LLC grew its holdings in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after buying an additional 901 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies in the second quarter worth $328,000. Marshall Wace LLP bought a new position in shares of Dell Technologies during the second quarter worth $809,000. Gamco Investors INC. ET AL grew 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 valued at $819,000 after acquiring an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC increased its holdings in Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after acquiring an additional 34,538 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, COO Jeffrey W. Clarke sold 116,000 shares of Dell Technologies stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the transaction, the chief operating officer owned 1,687,414 shares in the company, valued at approximately $307,919,306.72. The trade was a 6.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $86,928,791.95. Following the sale, the director owned 24,287 shares in the company, valued at $11,123,203.13. The trade was a 88.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,228,357 shares of company stock worth $1,544,916,338 in the last 90 days. Company insiders own 41.50% of the company’s stock.

Dell Technologies Price Performance

Shares of Dell Technologies stock traded down $15.08 during trading hours on Friday, reaching $435.14. The company’s stock had a trading volume of 5,136,180 shares, compared to its average volume of 7,311,403. The firm has a 50 day moving average price of $354.07 and a 200-day moving average price of $218.57. The stock has a market cap of $282.02 billion, a P/E ratio of 34.56, a P/E/G ratio of 0.96 and a beta of 1.31. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly 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. The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s revenue for the quarter was up 87.5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.55 EPS. 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. As a group, sell-side analysts forecast that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

More Dell Technologies News

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Wall Street Analysts Forecast Growth

Several research analysts have commented on DELL shares. Mizuho increased their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a report on Monday, June 1st. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. CLSA raised Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. Finally, HSBC upgraded Dell Technologies to a “buy” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $492.76.

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.