Financiere des Professionnels Fonds d investissement inc. Raises Stock Position in Dell Technologies Inc. $DELL

Financiere des Professionnels Fonds d investissement inc. grew its holdings in Dell Technologies Inc. (NYSE:DELL) by 339.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 17,522 shares of the technology company’s stock after acquiring an additional 13,531 shares during the period. Financiere des Professionnels Fonds d investissement inc.’s holdings in Dell Technologies were worth $2,206,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DELL. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies during the 4th quarter worth $25,000. Navalign LLC purchased a new stake in Dell Technologies during the 4th quarter worth $29,000. WealthCollab LLC increased its stake in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the period. iA Global Asset Management Inc. purchased a new stake in Dell Technologies during the 4th quarter worth $32,000. Finally, State of Wyoming purchased a new stake in Dell Technologies during the 2nd quarter worth $33,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Activity

In other news, Director V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $162.25, for a total value of $74,634,837.75. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the completion of the transaction, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 4,632,726 shares of company stock valued at $1,363,291,055. Company 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 quarterly results were very strong, with EPS and revenue both far above expectations, reinforcing the AI server and infrastructure growth story that has driven bullish sentiment. Dell’s AI Toll Bridge Is Paved with Record Margins
• Positive Sentiment: Wall Street commentary continues to highlight Dell as a major beneficiary of AI infrastructure spending and recovering enterprise hardware demand, which supports the stock’s longer-term outlook. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
• Positive Sentiment: Analysts still point to strong upside potential, with recent price targets clustered well above the current share price, suggesting confidence in Dell’s AI momentum. Wall Street Analysts Believe Dell Technologies (DELL) Could Rally 27.29%
• Neutral Sentiment: Some recent coverage framed Dell as one of the best-performing growth stocks in 2026, reflecting strong momentum but not necessarily a new catalyst. 5 Best Performing Growth Stocks So Far in 2026
• Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the last several days, which can hurt sentiment because it raises questions about insider confidence and adds supply to the market. SEC insider sale filing
• Negative Sentiment: DELL has also been caught in a broader selloff in high-beta AI hardware stocks, as investors rotate out of the group after a sharp run-up in shares. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Recent market commentary also points to valuation and governance scrutiny, which may be making investors more cautious after the stock’s big rally. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

Dell Technologies Stock Performance

DELL opened at $369.87 on Thursday. The company has a 50-day moving average of $255.55 and a 200-day moving average of $175.41. The company has a market capitalization of $238.84 billion, a P/E ratio of 29.38, a PEG ratio of 0.82 and a beta of 1.30. Dell Technologies Inc. has a 1-year low of $109.17 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate of $2.96 by $1.90. The company 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 company’s revenue was up 87.5% on a year-over-year basis. During the same quarter in the previous 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 expect that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on DELL. Loop Capital lifted their price target on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Barclays downgraded shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the stock a “neutral” rating in a research note on Friday, May 29th. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, JPMorgan Chase & Co. boosted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $475.76.

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.