Landscape Capital Management L.L.C. Purchases Shares of 18,855 Dell Technologies Inc. $DELL

Landscape Capital Management L.L.C. purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 18,855 shares of the technology company’s stock, valued at approximately $2,373,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Dell Technologies by 4.5% during 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 acquiring an additional 1,355,841 shares during the period. State Street Corp grew its position in Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after acquiring an additional 265,740 shares during the period. Geode Capital Management LLC lifted its stake in shares of Dell Technologies by 1.5% during the fourth 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. Deutsche Bank AG lifted its stake in shares of Dell Technologies by 24.6% during the fourth 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. Finally, Invesco Ltd. lifted its stake in shares of Dell Technologies by 82.3% during the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Activity

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the completion of the transaction, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This represents a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $162.25, for a total value of $74,634,837.75. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 4,990,384 shares of company stock valued at $1,501,916,160. 41.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages have commented on DELL. TD Cowen boosted their price objective on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Barclays cut Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. CLSA upgraded Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. Royal Bank Of Canada began coverage on Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating on the stock. Finally, Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Trending Headlines about Dell Technologies

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 Trading Down 0.0%

NYSE:DELL opened at $395.53 on Monday. The firm has a market capitalization of $255.42 billion, a PE ratio of 31.42, a price-to-earnings-growth ratio of 0.85 and a beta of 1.30. The stock has a 50 day moving average of $264.63 and a 200-day moving average of $179.20. Dell Technologies Inc. has a 52 week low of $109.17 and a 52 week high of $469.47.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating 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 negative return on equity of 366.90% and a net margin of 6.28%.The business’s revenue was up 87.5% compared to the same quarter last year. During the same period in the prior year, the company earned $1.55 earnings per share. 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. As a group, analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal 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.