3,577 Shares in Dell Technologies Inc. $DELL Acquired by Wakefield Asset Management LLLP

Wakefield Asset Management LLLP purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the fourth quarter, Holdings Channel reports. The firm purchased 3,577 shares of the technology company’s stock, valued at approximately $450,000.

A number of other large investors have also added to or reduced their stakes in the stock. Flagship Harbor Advisors LLC lifted its stake in Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after purchasing an additional 71 shares during the last quarter. Westside Investment Management Inc. lifted its stake in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. Pinnacle Associates Ltd. lifted its stake in Dell Technologies by 0.4% during the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after purchasing an additional 78 shares during the last quarter. Ancora Advisors LLC lifted its stake in Dell Technologies by 18.6% during the third quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock worth $79,000 after purchasing an additional 87 shares during the last quarter. Finally, Lindenwold Advisors INC lifted its stake in Dell Technologies by 1.0% during the third quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock worth $1,302,000 after purchasing an additional 87 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: JPMorgan boosted its price target on Dell Technologies to $280 from $205 and reiterated an overweight rating, signaling confidence that AI server demand can keep driving growth. MarketScreener
• Positive Sentiment: New reports highlighted Dell as a major AI infrastructure winner, with commentary suggesting the company has room to run and may be undervalued relative to its long-term AI server opportunity. This Will Be Dell’s Stock Price in 2027
• Positive Sentiment: Dell and Kioxia unveiled a high-density 2U server capable of scaling to 9.8 petabytes of flash storage, reinforcing Dell’s positioning in next-generation AI and enterprise infrastructure. Kioxia and Dell Technologies First to Deliver High-Density Server with 9.8 PB of Flash Storage
• Positive Sentiment: Dell is drawing increased investor attention, with multiple articles describing it as one of 2026’s key AI infrastructure trades and a trending stock among Zacks users. Zacks Trending Stock Article
• Neutral Sentiment: Dell announced it will hold its first-quarter fiscal 2027 earnings conference call on May 28, which is a routine event but may set up the next catalyst for the stock. Dell Technologies to Hold Conference Call May 28 to Discuss First Quarter Fiscal 2027 Financial Results

Insiders Place Their Bets

In related news, insider William F. Scannell sold 143,067 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares in the company, valued at $3,593,535. This represents a 86.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 382,000 shares of the stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.81, for a total value of $67,541,420.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,571,688 shares of company stock valued at $576,654,105 over the last ninety days. 42.00% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on DELL shares. UBS Group cut Dell Technologies from a “buy” rating to a “neutral” rating and upped their target price for the stock from $167.00 to $243.00 in a research note on Sunday, May 10th. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday. Barclays upped their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. JPMorgan Chase & Co. upped their price target on shares of Dell Technologies from $205.00 to $280.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Bank of America upped their price target on shares of Dell Technologies from $205.00 to $246.00 in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $194.79.

Dell Technologies Stock Down 2.2%

NYSE DELL opened at $242.36 on Friday. The company has a market capitalization of $156.51 billion, a price-to-earnings ratio of 27.79, a PEG ratio of 0.98 and a beta of 0.99. Dell Technologies Inc. has a twelve month low of $106.38 and a twelve month high of $263.99. The stock has a fifty day simple moving average of $188.45 and a 200 day simple moving average of $150.05.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.Dell Technologies’s quarterly revenue was up 39.5% on a year-over-year basis. During the same period in the prior year, the business posted $2.68 earnings per share. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Research analysts expect that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were issued a $0.63 dividend. The ex-dividend date was Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 1.0%. Dell Technologies’s dividend payout ratio (DPR) is currently 28.90%.

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.