Triglav Investments D.O.O. Acquires 3,000 Shares of Dell Technologies Inc. $DELL

Triglav Investments D.O.O. boosted its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 30.0% in the first quarter, HoldingsChannel reports. The firm owned 13,000 shares of the technology company’s stock after acquiring an additional 3,000 shares during the period. Triglav Investments D.O.O.’s holdings in Dell Technologies were worth $2,134,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Dell Technologies during the 2nd quarter worth about $328,000. Marshall Wace LLP bought a new position in shares of Dell Technologies in the second quarter worth about $809,000. Gamco Investors INC. ET AL raised its stake in shares of Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after acquiring an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its position in shares of Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after purchasing an additional 34,538 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Buying and Selling

In other news, COO Jeffrey W. Clarke sold 116,000 shares of the company’s stock in a transaction dated 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 sale, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. This represents a 6.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $177.24, for a total transaction of $81,293,961.84. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 4,228,357 shares of company stock worth $1,544,916,338. Corporate insiders own 41.50% of the company’s stock.

Analysts Set New Price Targets

DELL has been the subject of a number of research reports. TD Cowen raised their price target on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a report on Friday, May 29th. Evercore reaffirmed an “outperform” rating on shares of Dell Technologies in a report on Wednesday. Argus increased their price objective on Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Morgan Stanley boosted their target price on Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Finally, Jefferies Financial Group lowered Dell Technologies to a “hold” rating in a research note on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Stock Performance

Shares of DELL stock opened at $435.14 on Monday. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47. The stock has a market cap of $282.02 billion, a PE ratio of 34.56, a PEG ratio of 0.93 and a beta of 1.31. The firm’s 50 day moving average price is $354.07 and its two-hundred day moving average price is $219.22.

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. As a group, sell-side analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business 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 $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is currently 20.02%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

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.