Mediolanum International Funds Ltd Buys 6,950 Shares of Dell Technologies Inc. $DELL

Mediolanum International Funds Ltd increased its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 29.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,382 shares of the technology company’s stock after acquiring an additional 6,950 shares during the period. Mediolanum International Funds Ltd’s holdings in Dell Technologies were worth $5,003,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Norges Bank bought a new position in Dell Technologies during the 4th quarter worth about $607,349,000. Wellington Management Group LLP lifted its holdings in shares of Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Invesco Ltd. boosted its position in shares of Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the period. Michael & Susan Dell Foundation boosted its position in shares of Dell Technologies by 533.3% during the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after buying an additional 2,258,797 shares during the period. Finally, Vanguard Group Inc. grew its holdings in shares of Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Down 3.6%

Shares of Dell Technologies stock opened at $381.91 on Tuesday. The stock has a market cap of $247.52 billion, a P/E ratio of 30.33, a P/E/G ratio of 0.85 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 business’s 50 day moving average is $375.38 and its 200-day moving average is $231.18.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The business 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 firm’s revenue was up 87.5% on a year-over-year basis. During the same period last year, the business earned $1.55 earnings per share. 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, sell-side analysts expect that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders 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 dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is presently 20.02%.

More Dell Technologies News

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

• Positive Sentiment: Dell continues to be highlighted as an AI beneficiary, with articles pointing to demand for AI PCs, servers, and data-center upgrades as long-term growth drivers. Lenovo vs. Dell: Which AI PC Stock Is the Better Buy Now?
• Positive Sentiment: Dell also received a boost from news that Scale AI and Dell signed an MOU to support Qatar’s digital future and AI capabilities, reinforcing its positioning in AI infrastructure. Scale AI and Dell Technologies sign MoU…
• Neutral Sentiment: Several market-commentary pieces kept Dell in focus as a trending stock and among founder-led companies viewed as innovative and long-term growth oriented. Dell Technologies Inc. (DELL) Is a Trending Stock…
• Neutral Sentiment: Other articles were mostly comparative or commentary pieces, including a Dell-vs-Lenovo AI PC debate and broader tech-stock roundups, which add attention but do not provide a direct catalyst. Lenovo vs. Dell: Which AI PC Stock Is the Better Buy Now?
• Negative Sentiment: The main near-term pressure appears to be simple profit-taking after Dell’s strong 2026 rally, with headlines noting the stock has sold off recently even though it remains sharply higher for the year. Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff

Insider Activity

In related news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the transaction, the director owned 43,961 shares in the company, valued at approximately $19,938,071.94. This trade represents a 44.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the business’s stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $396.37, for a total value of $6,611,055.23. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. Company insiders own 41.50% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on DELL. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Daiwa Securities Group raised their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 2nd. Evercore reiterated an “outperform” rating on shares of Dell Technologies in a report on Wednesday, July 8th. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Sanford C. Bernstein raised their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $492.76.

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.