iA Global Asset Management Inc. Purchases 2,164 Shares of Dell Technologies Inc. $DELL

iA Global Asset Management Inc. lifted its holdings in Dell Technologies Inc. (NYSE:DELL) by 852.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,418 shares of the technology company’s stock after acquiring an additional 2,164 shares during the quarter. iA Global Asset Management Inc.’s holdings in Dell Technologies were worth $397,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC acquired a new position in Dell Technologies in the fourth quarter worth $25,000. Rossby Financial LCC increased its stake in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares in the last quarter. Portus Wealth Advisors LLC bought a new position in shares of Dell Technologies in the first quarter valued at about $35,000. Kemnay Advisory Services Inc. acquired a new position in Dell Technologies during the 4th quarter worth about $29,000. Finally, Navalign LLC bought a new stake in Dell Technologies during the 4th quarter worth about $29,000. 76.37% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

Dell Technologies Price Performance

Shares of NYSE DELL opened at $394.29 on Friday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47. The firm has a market capitalization of $255.54 billion, a P/E ratio of 31.32, a P/E/G ratio of 0.84 and a beta of 1.31. The company’s 50 day simple moving average is $332.26 and its 200 day simple moving average is $208.05.

Dell Technologies (NYSE:DELL) last issued 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 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 business’s revenue for the quarter was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the company 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. Sell-side analysts expect that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently announced 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. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s dividend payout ratio is presently 20.02%.

Analyst Ratings Changes

Several research firms have weighed in on DELL. Evercore raised their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. 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. Mizuho boosted their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research report on Monday, June 1st. The Goldman Sachs Group increased their price objective on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Finally, JPMorgan Chase & Co. lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $490.38.

Insider Buying and Selling

In other news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s 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 sale, the director directly owned 24,287 shares of the company’s stock, valued at $11,123,203.13. This represents a 88.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,901,953 shares of company stock worth $1,403,598,971 in the last ninety days. 41.50% of the stock is currently owned by corporate insiders.

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.