Dell Technologies (NYSE:DELL) Sets New 12-Month High After Analyst Upgrade

Shares of Dell Technologies Inc. (NYSE:DELL) reached a new 52-week high on Wednesday after Mizuho raised their price target on the stock from $215.00 to $260.00. Mizuho currently has an outperform rating on the stock. Dell Technologies traded as high as $225.30 and last traded at $223.3640, with a volume of 737246 shares. The stock had previously closed at $216.32.

Other research analysts have also issued reports about the company. Weiss Ratings raised Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, April 16th. Morgan Stanley boosted their target price on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Tuesday, April 28th. JPMorgan Chase & Co. boosted their target price on Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Barclays boosted their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Finally, Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $186.84.

Insiders Place Their Bets

In other Dell Technologies 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 directly 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 filing with the SEC, which is available through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 3,571,688 shares of company stock worth $576,654,105. Insiders own 42.00% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: TotalEnergies selected Dell (with NVIDIA) to build Pangea 5, a next‑gen AI supercomputer that will multiply computing power sixfold — a direct revenue and product-reference opportunity for Dell’s server, storage and services businesses. TotalEnergies Develops Pangea 5, a Next-Generation Supercomputer That Will Increase its Computing Power Sixfold
• Positive Sentiment: Dell expanded its regulated‑AI push by integrating Trust3’s governance into Dell storage/data lakehouse offerings — strengthens Dell’s position in high‑value, regulated verticals (healthcare, finance, government) where customers pay premium for compliant AI infrastructure. Dell Targets Regulated AI Growth With Trust3 Data Governance Integration
• Positive Sentiment: Jim Cramer named Dell among AI/data‑center “winners,” which can amplify investor interest and momentum as the market re-rates infrastructure names on AI adoption. Cramer’s AI Winners List: From Nvidia To Dell, These Stocks Are Cashing In Big
• Neutral Sentiment: The Dell board unanimously recommended re‑domiciling from Delaware to Texas and will seek shareholder approval at the June meeting — a strategic/legal move that may lower regulatory friction and reflect management preference, but timing/impact on taxes/corporate governance remains to be fully assessed. Dell Technologies Board Unanimously Recommends Redomestication to Texas
• Neutral Sentiment: Ongoing analyst coverage and buy/sell/hold debate keeps expectations mixed — Wall Street remains cautiously optimistic but valuations and AI execution are under scrutiny. Dell Technologies Stock: Analyst Estimates & Ratings
• Negative Sentiment: Dell granted COO Tom Clarke performance‑linked options worth ~$132M — large executive awards can be viewed as potential dilution and raise governance questions if investors worry about pay vs. performance. Dell grants COO Clarke performance options worth $132 million
• Negative Sentiment: Reports show insider selling activity in April — insider sales can temper investor enthusiasm if interpreted as executives or directors cashing out. Leading Insider Sales: April Activity Ramps in These Stocks (DELL)

Institutional Trading of Dell Technologies

Several large investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. State Street Corp grew its holdings in shares of Dell Technologies by 1.8% during the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. Finally, Deutsche Bank AG grew its holdings in shares of Dell Technologies by 24.6% during the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies Trading Up 2.4%

The firm has a market capitalization of $143.02 billion, a P/E ratio of 25.33, a P/E/G ratio of 0.86 and a beta of 0.99. The firm has a 50-day moving average of $171.01 and a two-hundred day moving average of $144.85.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the prior year, the company earned $2.68 EPS. Dell Technologies’s revenue for the quarter was up 39.5% on a year-over-year basis. 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, sell-side analysts anticipate that Dell Technologies Inc. will post 11.9 EPS 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 given a dividend of $0.63 per share. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.1%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend 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.