Swedbank AB Sells 440,289 Shares of Dell Technologies Inc. $DELL

Swedbank AB decreased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 68.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 205,684 shares of the technology company’s stock after selling 440,289 shares during the quarter. Swedbank AB’s holdings in Dell Technologies were worth $25,892,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in DELL. Navalign LLC purchased a new stake in shares of Dell Technologies during the 4th quarter worth $29,000. WealthCollab LLC raised its stake in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the last quarter. iA Global Asset Management Inc. purchased a new position in shares of Dell Technologies in the fourth quarter worth about $32,000. State of Wyoming purchased a new position in shares of Dell Technologies in the second quarter worth about $33,000. Finally, Westside Investment Management Inc. raised its stake in shares of Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell unveiled a new AI-ready data center infrastructure suite, including storage, compute, cyber resilience, and automation tools such as PowerStore Elite, reinforcing its push into enterprise AI infrastructure. Dell Technologies (DELL) Unveils New AI-Ready Data Center Infrastructure Suite
• Positive Sentiment: Analysts and traders are increasingly optimistic heading into earnings, with Wall Street reportedly raising price targets and options markets implying the stock could keep extending its rally if results impress. Why is Dell stock rallying today after Wall Street raises stock price targets up to 290 ahead of Dell Technologies earnings
• Positive Sentiment: Dell remains a standout AI and data-center winner, with recent coverage highlighting strong gains, record-high levels, and investor enthusiasm for its role in the AI buildout. Dell Stock Has Soared Over 130% This Year: Is the AI Trade Still Worth Chasing?
• Positive Sentiment: At Dell Technologies World 2026, the company is emphasizing disaggregated infrastructure and a broader enterprise AI strategy, which supports the case for continued long-term demand. If enterprise data is the oil, Dell wants disaggregated infrastructure to be the pipeline
• Neutral Sentiment: Recent conference and media coverage around Dell Technologies World 2026 underscores the company’s strategic shift toward enterprise infrastructure, but these stories are more narrative-driven than immediately stock-moving. The inverted geometry: Tracking the enterprise shift at Dell Technologies World 2026
• Neutral Sentiment: Dell also highlighted quantum computing as a longer-term opportunity, saying the technology may reach scale in 2028-29, which is bullish strategically but unlikely to affect near-term results. Quantum computing to hit scale in 2028-29: Dell Technologies

Insiders Place Their Bets

In related news, CAO Richard Troy Sharp sold 1,538 shares of Dell Technologies stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the transaction, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at approximately $1,198,557.80. The trade was a 16.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, COO Jeffrey W. Clarke sold 116,000 shares of the business’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the transaction, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at approximately $307,919,306.72. This trade represents a 6.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 3,571,688 shares of company stock worth $576,654,105. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Price Performance

DELL stock opened at $294.97 on Tuesday. Dell Technologies Inc. has a 1 year low of $106.38 and a 1 year high of $298.32. The firm has a market capitalization of $190.48 billion, a P/E ratio of 33.83, a P/E/G ratio of 1.11 and a beta of 0.99. The business’s 50-day moving average is $202.04 and its two-hundred day moving average is $154.15.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter last year, the company earned $2.68 EPS. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, analysts expect that Dell Technologies Inc. will post 11.87 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were paid a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.9%. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

Analysts Set New Price Targets

DELL has been the topic of several analyst reports. Wolfe Research began coverage on Dell Technologies in a report on Thursday, April 9th. They set a “peer perform” rating on the stock. Bank of America boosted their price target on Dell Technologies from $246.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Barclays upped their target price on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a report on Friday, February 27th. Finally, Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $211.32.

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.