Sigma Planning Corp Raises Position in Dell Technologies Inc. $DELL

Sigma Planning Corp increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 23.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 13,090 shares of the technology company’s stock after acquiring an additional 2,451 shares during the period. Sigma Planning Corp’s holdings in Dell Technologies were worth $1,623,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp grew its stake in Dell Technologies by 2.5% during the 3rd quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock valued at $2,048,613,000 after purchasing an additional 350,941 shares in the last quarter. Invesco Ltd. raised its holdings in Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after acquiring an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. lifted its position in shares of Dell Technologies by 19.9% during the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock worth $544,670,000 after purchasing an additional 637,189 shares during the last quarter. Finally, Wellington Management Group LLP grew its position in shares of Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. Hedge funds and other institutional investors 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: 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 Stock Up 0.0%

Shares of DELL opened at $210.23 on Monday. Dell Technologies Inc. has a 52-week low of $92.53 and a 52-week high of $221.50. The firm has a market capitalization of $135.76 billion, a PE 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 $144.41.

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

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is currently 28.90%.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of recent research reports. Raymond James Financial raised their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. JPMorgan Chase & Co. lifted their target price on Dell Technologies from $165.00 to $205.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Mizuho upped their target price on Dell Technologies from $180.00 to $215.00 and gave the company an “outperform” rating in a report on Monday, April 6th. Wolfe Research assumed coverage on Dell Technologies in a report on Thursday, April 9th. They issued a “peer perform” rating on the stock. Finally, Piper Sandler reduced their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $184.47.

Insider Activity

In other news, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the sale, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. Insiders own 42.00% 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.