Citizens Financial Group Inc. RI Increases Holdings in Dell Technologies Inc. $DELL

Citizens Financial Group Inc. RI lifted its holdings in Dell Technologies Inc. (NYSE:DELL) by 39.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,142 shares of the technology company’s stock after acquiring an additional 3,455 shares during the period. Citizens Financial Group Inc. RI’s holdings in Dell Technologies were worth $1,528,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Phoenix Financial Ltd. boosted its stake in shares of Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after acquiring an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC raised its stake in Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after purchasing an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI raised its stake in Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after purchasing an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC purchased a new position in Dell Technologies in the 3rd quarter valued at $7,060,000. Finally, Campbell Capital Management Inc. boosted its stake in Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after purchasing an additional 20,362 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The disclosure for this sale is available in the SEC filing. Insiders sold 3,571,688 shares of company stock valued at $576,654,105 over the last quarter. 42.00% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on DELL shares. Truist Financial started coverage on shares of Dell Technologies in a research report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 target price for the company. Piper Sandler lowered their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Raymond James Financial upped their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Daiwa Securities Group raised their target price on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Citigroup boosted their target price on Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $184.47.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell led AI-server peers in April, gaining the most of the group as investors reward exposure to agentic/AI server demand — a direct driver of revenue and margin outlook. Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
• Positive Sentiment: Goldman Sachs raised its price target on DELL to $230 (from $215), signaling stronger analyst conviction and providing fresh catalyst for buy-side flows. Goldman Sachs Lifts Dell Technologies Price Target to $230 From $215
• Positive Sentiment: Trust3 AI expanded a strategic partnership with Dell to deliver a secure, governed AI-ready data lakehouse — a commercial tie-up that supports pipeline growth for Dell’s data center and software offerings. Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed AI-Ready Data Lakehouse Infrastructure
• Positive Sentiment: Portfolio managers and commentators are highlighting Dell as a “downstream winner” from the latest AI cycle, reinforcing the idea that non-chip hardware and systems companies can capture durable demand. The downstream winners of the AI trade’s latest phase
• Positive Sentiment: Street commentary noted a new street-high price target on Dell as analysts bet agentic AI will sustain momentum into 2027, which can support multiple expansion. Dell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?
• Neutral Sentiment: Short-term market coverage notes DELL outpaced the broader market on recent sessions (momentum ahead of earnings), but trading volume remains below average — highlighting possible concentration of gains in sentiment-driven flows. Why Dell Technologies (DELL) Outpaced the Stock Market Today
• Neutral Sentiment: Peer upgrades (e.g., Bank of America lifting HPE) underline sector-wide bullishness on the next AI phase; positive for sentiment but increases competitive visibility for Dell. Bank of America Lifts Hewlett Packard Enterprise (HPE) Target

Dell Technologies Trading Up 0.6%

Shares of DELL opened at $210.23 on Friday. Dell Technologies Inc. has a 12-month low of $92.53 and a 12-month high of $221.50. The firm has a market capitalization of $135.76 billion, a P/E ratio of 24.11, a P/E/G ratio of 0.85 and a beta of 0.99. The firm has a 50-day moving average price of $169.13 and a 200 day moving average price of $144.44.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the previous year, the firm earned $2.68 earnings per share. Dell Technologies’s quarterly revenue was up 39.5% compared to the same quarter last year. 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. Equities research analysts predict that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm 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. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Tuesday, April 21st. Dell Technologies’s payout ratio is currently 28.90%.

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.