EverSource Wealth Advisors LLC Buys 13,666 Shares of Dell Technologies Inc. $DELL

EverSource Wealth Advisors LLC grew its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 52.2% during the first quarter, Holdings Channel reports. The institutional investor owned 39,865 shares of the technology company’s stock after buying an additional 13,666 shares during the period. EverSource Wealth Advisors LLC’s holdings in Dell Technologies were worth $6,543,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in DELL. Campbell Capital Management Inc. increased its stake in Dell Technologies by 34.0% in the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after buying an additional 20,362 shares in the last quarter. ProShare Advisors LLC lifted its position in shares of Dell Technologies by 10.5% in the fourth 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 in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new position in shares of Dell Technologies in the fourth quarter worth about $23,332,000. Tectonic Advisors LLC purchased a new stake in shares of Dell Technologies during the fourth quarter worth about $5,620,000. Finally, U.S. Capital Wealth Advisors LLC grew its position in shares of Dell Technologies by 31.5% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 25,209 shares of the technology company’s stock worth $3,173,000 after purchasing an additional 6,038 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Argus boosted their price target on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Wolfe Research cut shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Piper Sandler raised their target price on shares of Dell Technologies from $167.00 to $497.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Finally, Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $494.67.

Dell Technologies Price Performance

NYSE:DELL opened at $392.10 on Wednesday. The company has a market cap of $254.12 billion, a price-to-earnings ratio of 31.14, a PEG ratio of 0.91 and a beta of 1.31. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The stock’s 50 day simple moving average is $397.25 and its two-hundred day simple moving average is $243.80.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the prior year, the company earned $1.55 EPS. The company’s quarterly revenue was up 87.5% compared to the same quarter last year. 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 anticipate that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

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

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analysts and financial commentators continue to view Dell as a major beneficiary of AI infrastructure spending. Surging AI-server demand, an expanding backlog and a lower valuation than many AI peers support the long-term growth case. Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
• Positive Sentiment: Dell was included among stocks considered attractive for the second half of 2026 because of strong interest coverage, growth estimates and significant prior share-price gains—factors that suggest balance-sheet resilience and investor demand. 4 Stocks With Strong Interest Coverage Ratios to Buy in H2 2026
• Neutral Sentiment: Potential U.S. tariffs on Chinese memory chips could raise component costs for server and hardware manufacturers. Dell and other original-equipment makers are reportedly evaluating Chinese memory suppliers to offset rising prices, but regulatory and national-security restrictions could limit those options. Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
• Negative Sentiment: The immediate catalyst for the decline was an analyst warning that the AI-server boom may bring margin pressure. Investors appear concerned that intense competition, expensive components and the mix of large AI systems could reduce profitability even as revenue grows. Dell Stock Crashes as AI Server Boom Faces New Margin Concerns
• Negative Sentiment: Dell’s shares fell sharply alongside Super Micro Computer, indicating broader investor caution toward AI-server makers. The weakness followed the analyst’s comments even though Evercore ISI still described Dell as one of the largest beneficiaries of AI spending. DELL Stock Plunges Despite Position as One of the Largest Beneficiaries of AI Spending

Insiders Place Their Bets

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 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 value of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,434,758 shares of company stock valued at $1,448,870,683 over the last three months. Corporate insiders own 41.50% of the company’s stock.

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.