Atlas Capital Advisors Inc. Invests $2.06 Million in Dell Technologies Inc. $DELL

Atlas Capital Advisors Inc. purchased a new position in Dell Technologies Inc. (NYSE:DELL) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 16,382 shares of the technology company’s stock, valued at approximately $2,062,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Commonwealth Retirement Investments LLC bought a new position in shares of Dell Technologies in the 4th quarter worth $25,000. Rossby Financial LCC boosted its position in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Navalign LLC bought a new position in shares of Dell Technologies in the 4th quarter worth $29,000. WealthCollab LLC boosted its position in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the last quarter. Finally, iA Global Asset Management Inc. bought a new position in shares of Dell Technologies in the 4th quarter worth $32,000. 76.37% of the stock is currently owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Citic Securities raised their price target on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Citigroup assumed coverage on Dell Technologies in a research note on Monday, June 1st. They set an “outperform” rating on the stock. Wells Fargo & Company raised their price objective on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Evercore raised their price objective on Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. Finally, Roth Mkm assumed coverage on Dell Technologies in a research note on Friday, May 29th. They set a “buy” rating on the stock. One equities research 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 assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Dell Technologies Trading Up 1.0%

Shares of Dell Technologies stock opened at $395.53 on Friday. The company has a market capitalization of $255.42 billion, a PE ratio of 31.42, a PEG ratio of 0.85 and a beta of 1.30. Dell Technologies Inc. has a 12 month low of $109.17 and a 12 month high of $469.47. The stock’s fifty day simple moving average is $264.63 and its 200 day simple moving average is $178.83.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% on a year-over-year basis. During the same quarter in the prior year, the company 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. Analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Insiders Place Their Bets

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares in the company, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 4,990,384 shares of company stock worth $1,501,916,160. Corporate 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.