OMERS ADMINISTRATION Corp Grows Stake in Dell Technologies Inc. $DELL

OMERS ADMINISTRATION Corp increased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 28.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 32,442 shares of the technology company’s stock after acquiring an additional 7,277 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Dell Technologies were worth $5,325,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Campbell Capital Management Inc. raised its holdings in shares of Dell Technologies by 34.0% in the fourth 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 boosted its stake in shares of Dell Technologies by 10.5% during the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after acquiring 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 stake in Dell Technologies during the 4th quarter worth about $23,332,000. Tectonic Advisors LLC acquired a new position in Dell Technologies in the 4th quarter valued at about $5,620,000. Finally, U.S. Capital Wealth Advisors LLC lifted its holdings in Dell Technologies by 31.5% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 25,209 shares of the technology company’s stock valued at $3,173,000 after purchasing an additional 6,038 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Price Performance

Dell Technologies stock opened at $436.43 on Monday. The company has a market cap of $282.85 billion, a price-to-earnings ratio of 34.66, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47. The stock’s 50-day moving average is $390.33 and its 200-day moving average is $239.74.

Dell Technologies (NYSE:DELL) last issued 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 business 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 for the quarter was up 87.5% on a year-over-year basis. During the same quarter in the previous year, the business 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. Research analysts anticipate that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

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

Insider Buying and Selling at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the company’s stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the completion of the sale, the director directly owned 67,990 shares of the company’s stock, valued at approximately $30,836,184.60. This represents a 50.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $15,814,486.26. Following the completion of the sale, the director owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. This represents a 44.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 3,434,758 shares of company stock worth $1,448,870,683 over the last three months. 41.50% of the stock is currently owned by insiders.

Analysts Set New Price Targets

DELL has been the topic of several analyst reports. JPMorgan Chase & Co. raised their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. UBS Group set a $700.00 price objective on shares of Dell Technologies in a research note on Friday, May 29th. Morgan Stanley raised their target price on shares of Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Barclays downgraded Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Finally, Susquehanna set a $289.00 price target on Dell Technologies and gave the stock a “neutral” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $494.67.

More Dell Technologies News

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

• Positive Sentiment: Dell was selected by Texas A&M Engineering Experiment Station to build the IGNITE secure AI and high-performance computing platform, a contract that adds to Dell’s AI/HPC momentum and highlights its role in national research infrastructure. Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research
• Positive Sentiment: Investor optimism around AI servers is spreading across the sector, with reports pointing to Dell’s exposure to Nvidia-powered AI server demand as a key reason the stock has been moving higher. Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
• Positive Sentiment: Analyst commentary is also leaning bullish, with several forecasts suggesting Dell still has room to run as AI server growth remains a major theme for the stock. Dell To Rally More Than 17%? Here Are 10 Top Analyst Forecasts For Friday
• Neutral Sentiment: Some market coverage notes that Dell’s AI story is improving, but also flags new risks, suggesting investors are still weighing upside from AI demand against margin and execution concerns. Dell’s AI Story Gains Traction but New Risks Are Emerging
• Negative Sentiment: One concern for Dell remains margin pressure tied to the AI server buildout, which could limit how much of the AI demand boom translates into profits. Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year

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.