BankChampaign National Association Invests $595,000 in Dell Technologies Inc. $DELL

BankChampaign National Association acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL) during the first quarter, HoldingsChannel.com reports. The fund acquired 3,626 shares of the technology company’s stock, valued at approximately $595,000.

A number of other institutional investors also recently modified their holdings of DELL. Campbell Capital Management Inc. lifted its holdings in shares of Dell Technologies by 34.0% in 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. ProShare Advisors LLC grew its holdings in shares of Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after purchasing an additional 7,642 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new position in Dell Technologies in the 4th quarter worth $23,332,000. Tectonic Advisors LLC bought a new stake in Dell Technologies in the fourth quarter worth $5,620,000. Finally, U.S. Capital Wealth Advisors LLC boosted its position in Dell Technologies by 31.5% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 25,209 shares of the technology company’s stock valued at $3,173,000 after buying an additional 6,038 shares during the period. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: AI infrastructure demand remains the primary catalyst. Dell’s strong server and networking growth, driven by AI systems, and its raised full-year outlook have given investors confidence that demand is continuing rather than slowing. Dell has also cited an approximately $60 billion fiscal 2027 AI-server revenue opportunity. Dell Jumps as AI Infrastructure Trade Rebounds
• Positive Sentiment: New institutional AI business supports the growth narrative. A recently announced AI and high-performance-computing platform win with Texas A&M Engineering Experiment Station adds evidence of demand from enterprise and research customers. Dell Jumps as AI Infrastructure Trade Rebounds
• Positive Sentiment: Analyst revisions and technical signals are improving. Dell recently formed a hammer chart pattern, suggesting potential support after its pullback, while upward earnings-estimate revisions point to improving expectations. Here’s Why Dell Technologies Could Be Great Choice for a Bottom Fisher
• Positive Sentiment: Dell is expanding its AI positioning. Its participation in an open-source AI cybersecurity alliance broadens the company’s AI strategy beyond hardware and into security collaboration. Dell Technologies Joins Open Source AI Cybersecurity Alliance
• Neutral Sentiment: Valuation and price-target expectations remain elevated. The reported median analyst target is $500, with several targets ranging from $477 to $550, leaving room for further gains but also raising the bar for execution after Dell’s substantial rally.
• Negative Sentiment: Insider selling is a risk signal. Reported six-month trading activity showed no insider purchases and extensive sales, including transactions by senior executives and affiliated investment entities. This does not establish a change in fundamentals but could weigh on sentiment.

Dell Technologies Trading Up 9.6%

Dell Technologies stock opened at $405.10 on Friday. The firm has a market cap of $262.55 billion, a P/E ratio of 32.18, a P/E/G ratio of 0.79 and a beta of 1.31. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a 50-day moving average of $402.83 and a 200-day moving average of $247.57.

Dell Technologies (NYSE:DELL) last released 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. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the prior year, the company posted $1.55 EPS. 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. Research analysts forecast that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is currently 20.02%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on DELL. HSBC raised Dell Technologies to a “buy” rating in a research note on Friday, May 29th. Sanford C. Bernstein increased their target price on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Melius Research set a $565.00 price target on Dell Technologies in a research report on Friday, May 29th. Roth Capital assumed coverage on Dell Technologies in a research report on Friday, May 29th. They issued a “buy” rating for the company. Finally, Wells Fargo & Company increased their price objective on Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $494.67.

Insiders Place Their Bets

In related news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $31,160,919.24. Following the sale, the director owned 67,990 shares in the company, valued at $30,836,184.60. The trade was a 50.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the company’s stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the transaction, the director owned 43,961 shares of the company’s stock, valued at $19,938,071.94. This trade represents a 44.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. Insiders own 41.50% of the company’s stock.

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.