5,666 Shares in Dell Technologies Inc. $DELL Acquired by Tilia Fiduciary Partners Inc.

Tilia Fiduciary Partners Inc. bought a new position in Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 5,666 shares of the technology company’s stock, valued at approximately $3,048,000. Dell Technologies accounts for 1.5% of Tilia Fiduciary Partners Inc.’s holdings, making the stock its 22nd biggest holding.

Several other institutional investors and hedge funds have also bought and sold shares of DELL. Bank of America Corp DE lifted its stake in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Wellington Management Group LLP boosted its stake in Dell Technologies by 140.1% in the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after purchasing an additional 1,474,347 shares in the last quarter. Epoch Investment Partners Inc. grew its holdings in shares of Dell Technologies by 3.5% during the fourth quarter. Epoch Investment Partners Inc. now owns 975,336 shares of the technology company’s stock valued at $122,775,000 after buying an additional 33,234 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in Dell Technologies by 3.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after purchasing an additional 27,668 shares during the last quarter. Finally, Swiss National Bank boosted its position in shares of Dell Technologies by 4.7% during the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock valued at $152,806,000 after buying an additional 41,700 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on DELL shares. US Capital Advisors set a $625.00 price objective on shares of Dell Technologies in a report on Wednesday, September 2nd. Cantor Fitzgerald initiated coverage on Dell Technologies in a research report on Wednesday, September 2nd. They issued an “overweight” rating for the company. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. TD Cowen boosted their price objective on Dell Technologies from $500.00 to $550.00 and gave the company a “hold” rating in a research report on Tuesday, September 29th. Finally, Wells Fargo & Company upped their target price on shares of Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $571.12.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Evercore ISI raised its price target for Dell to $650 from $500, adding to a series of bullish target increases. The revisions reflect expectations for sustained AI-server growth, a large backlog and strong customer demand. Evercore ISI raises Dell price target
• Positive Sentiment: Wedbush analyst Dan Ives added DELL to his Ives AI 30 “Winner List.” The inclusion reinforces the view that Dell is a major beneficiary of the ongoing AI infrastructure spending cycle. Dan Ives adds Dell to AI 30
• Positive Sentiment: Dell’s UAE technology forum is highlighting how businesses can scale AI and modernize infrastructure, supporting the company’s enterprise pipeline and long-term demand outlook. Its enhanced AI Data Platform and NVIDIA-powered capabilities also strengthen its competitive positioning. Dell Technologies Forum UAE
• Neutral Sentiment: CEO Michael Dell’s pledge to contribute to employees’ children’s Trump Accounts and continued public attention around the initiative raise Dell’s visibility, but the program is philanthropic and has limited direct impact on operating results. Dell pledges employee Trump Account contributions
• Negative Sentiment: Several Silver Lake-affiliated directors sold roughly $73 million of Dell stock on October 6, with some transactions reducing their positions by about 68% to 72%. The sales may create a near-term supply and investor-confidence overhang. Dell insider-selling filing
• Negative Sentiment: A disclosure also showed that an account managed independently for President Donald Trump sold between $500,001 and $1 million of Dell shares, followed by a smaller sale. The transactions could temper enthusiasm around his public support for the stock. Trump-linked account sells Dell shares

Dell Technologies Trading Up 2.3%

DELL opened at $587.88 on Friday. The firm has a market cap of $373.78 billion, a P/E ratio of 34.12, a P/E/G ratio of 0.60 and a beta of 1.37. The stock has a 50-day moving average of $508.07 and a 200 day moving average of $381.38. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $595.51.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating the consensus estimate of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The company had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same quarter in the prior year, the firm posted $1.70 EPS. Dell Technologies’s quarterly revenue was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, research analysts forecast that Dell Technologies Inc. will post 25.13 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, October 30th. Stockholders of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. Dell Technologies’s dividend payout ratio is currently 14.63%.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the completion of the sale, the director owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. The trade was a 58.68% 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 Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $42,942,324.04. Following the sale, the director directly owned 73,185 shares of the company’s stock, valued at approximately $37,861,527.90. This trade represents a 53.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,697,272 shares of company stock worth $920,162,797 in the last ninety days. 41.50% of the stock is currently owned by corporate insiders.

Dell Technologies Company Profile

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.