Dell Technologies Inc. $DELL Shares Acquired by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 3.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 975,336 shares of the technology company’s stock after buying an additional 33,234 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Dell Technologies were worth $122,775,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Campbell Capital Management Inc. lifted 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 valued at $10,094,000 after acquiring an additional 20,362 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in Dell Technologies during the 4th quarter valued at approximately $23,332,000. ProShare Advisors LLC lifted its stake in Dell Technologies by 10.5% during the 4th 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 period. Tectonic Advisors LLC acquired a new stake in Dell Technologies during the 4th quarter valued at approximately $5,620,000. Finally, Nordea Investment Management AB lifted its stake in Dell Technologies by 437.4% during the 4th quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock valued at $98,578,000 after acquiring an additional 631,315 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were 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 $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 available at the SEC website. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $162.25, for a total transaction of $74,634,837.75. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,990,384 shares of company stock worth $1,501,916,160 in the last 90 days. Insiders own 41.50% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on DELL. Raymond James Financial lowered shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Sanford C. Bernstein lifted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. TD Cowen lifted their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a report on Friday, May 29th. CLSA raised shares of Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Finally, HSBC raised shares of Dell Technologies to a “buy” rating in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $475.76.

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

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $395.53 on Friday. The firm has a market cap of $255.42 billion, a PE ratio of 31.42, a PEG ratio of 0.85 and a beta of 1.30. The firm has a fifty day moving average of $264.63 and a 200 day moving average of $178.83. Dell Technologies Inc. has a one year low of $109.17 and a one year high of $469.47.

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

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.