Oslo Pensjonsforsikring AS Takes $299,000 Position in Dell Technologies Inc. $DELL

Oslo Pensjonsforsikring AS purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund purchased 1,824 shares of the technology company’s stock, valued at approximately $299,000.

Several other large investors have also bought and sold shares of the business. Campbell Capital Management Inc. raised its position in shares of 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 last quarter. ProShare Advisors LLC boosted its position in shares of Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in shares of Dell Technologies during the fourth quarter worth $23,332,000. Tectonic Advisors LLC acquired a new stake in shares of Dell Technologies during the fourth quarter worth $5,620,000. Finally, U.S. Capital Wealth Advisors LLC increased its holdings in Dell Technologies by 31.5% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 25,209 shares of the technology company’s stock valued at $3,173,000 after purchasing an additional 6,038 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies Trading Up 9.3%

DELL opened at $441.81 on Thursday. The stock has a market capitalization of $286.34 billion, a P/E ratio of 35.09, a P/E/G ratio of 0.86 and a beta of 1.31. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47. The firm’s fifty day simple moving average is $382.63 and its 200 day simple moving average is $235.36.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% on a year-over-year basis. During the same quarter in the prior year, the company 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 research analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the business’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $31,160,919.24. Following the sale, the director owned 67,990 shares in the company, valued at approximately $30,836,184.60. The trade was a 50.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $15,814,486.26. Following the transaction, the director directly owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. This trade represents a 44.23% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 3,434,758 shares of company stock worth $1,448,870,683 in the last 90 days. 41.50% of the stock is owned by corporate insiders.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Super Micro Computer reported more than $60 billion in new orders and gross margins well above expectations, signaling that AI server demand remains exceptionally strong and lifting Dell along with other AI hardware peers. Stock Market Today, July 22: Super Micro Computer Surges on Record Q4 Orders and Surprise Margin Beat
• Positive Sentiment: Wall Street commentary suggested Dell could be one of the next winners from the AI buildout, with traders treating Dell, Super Micro, and Hewlett Packard Enterprise as a group trade on server demand. Dell Stock Surges as Super Micro Signals Strong New Order Growth
• Positive Sentiment: Recent coverage highlighted Dell’s AI infrastructure business as a major growth driver, reinforcing investor expectations that the company is benefiting from the broader AI hardware cycle. Dell: AI Infrastructure Drives Massive Growth
• Neutral Sentiment: Analyst and media coverage also pointed to Dell’s recent earnings strength and elevated guidance, but these were already known to investors and are more of a background support than a fresh catalyst. Dell Technologies stock and earnings background

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. HSBC upgraded Dell Technologies to a “buy” rating in a report on Friday, May 29th. William Blair assumed coverage on shares of Dell Technologies in a research report on Monday, June 1st. They issued a “neutral” rating on the stock. Royal Bank Of Canada assumed coverage on shares of Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating on the stock. Melius Research set a $565.00 price objective on shares of Dell Technologies in a report on Friday, May 29th. Finally, Roth Capital began coverage on shares of Dell Technologies in a research note on Friday, May 29th. They issued a “buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $492.76.

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.