Flagship Private Wealth LLC Purchases Shares of 1,424 Dell Technologies Inc. $DELL

Flagship Private Wealth LLC purchased a new position in Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, HoldingsChannel reports. The fund purchased 1,424 shares of the technology company’s stock, valued at approximately $234,000.

Several other hedge funds have also modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies in the fourth quarter valued at $25,000. Rossby Financial LCC increased its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the period. Navalign LLC acquired a new stake in Dell Technologies in the 4th quarter valued at about $29,000. Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies in the 4th quarter valued at about $29,000. Finally, WealthCollab LLC boosted its stake in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Summary

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

• Positive Sentiment: Multiple reports say Dell is benefiting from Super Micro Computer’s Taiwan investigation and alleged Nvidia chip smuggling probe, as investors rotate toward Dell as a cleaner AI server name and possible share-take winner. Dell Stock Gets a ‘Slam Dunk’ as Super Micro Faces Taiwan Office Raid Over Alleged Nvidia Chip Smuggling
• Positive Sentiment: Articles also point to Dell’s growing AI opportunity, including a new AI-focused PowerStore Elite storage launch in India and broader demand for data-center infrastructure tied to enterprise AI adoption. Dell launches AI-focused PowerStore Elite storage platform in India as enterprise AI infrastructure race heats up
• Positive Sentiment: Several pieces suggest Dell still has upside after a huge rally, with some analysts and media outlets arguing the stock can continue climbing as AI server revenue expands. Dell Stock Price Prediction: The Case for 20%+ Upside
• Neutral Sentiment: Dell’s June debt offering raised $3 billion in senior unsecured notes, which improves financing flexibility but does not directly change the AI demand story. Dell (DELL) Raises Money As Its AI Opportunity Gets Bigger And Bigger
• Negative Sentiment: One article warns that Dell’s AI boom is coming with a meaningful gross-margin hit, noting margins have declined as lower-margin AI server sales become a larger part of revenue. Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
• Negative Sentiment: Another report notes a recent insider sale by a director, which can create some caution after the stock’s strong run. Dell Technologies Inc. (NYSE:DELL) – Get Free Report

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. HSBC upgraded shares of Dell Technologies to a “buy” rating in a research note on Friday, May 29th. Roth Mkm began coverage on shares of Dell Technologies in a report on Friday, May 29th. They set a “buy” rating for the company. Melius Research set a $565.00 price objective on shares of Dell Technologies in a research report on Friday, May 29th. Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Finally, The Goldman Sachs Group lifted their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $490.38.

Insider Transactions at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction dated 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 sale, the director owned 36,659 shares in the company, valued at approximately $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total value of $81,293,961.84. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 3,901,953 shares of company stock worth $1,403,598,971. 41.50% of the stock is owned by company insiders.

Dell Technologies Trading Up 4.0%

DELL stock opened at $431.24 on Wednesday. The stock has a market cap of $279.49 billion, a P/E ratio of 34.25, a PEG ratio of 0.89 and a beta of 1.30. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The company’s 50 day moving average is $320.57 and its two-hundred day moving average is $202.85.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $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 research analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is currently 20.02%.

Dell Technologies 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.