Dell Technologies Inc. $DELL Shares Acquired by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC boosted its stake in Dell Technologies Inc. (NYSE:DELL) by 84.2% in the 1st quarter, Holdings Channel reports. The firm owned 4,865 shares of the technology company’s stock after buying an additional 2,224 shares during the quarter. Gateway Wealth Partners LLC’s holdings in Dell Technologies were worth $798,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies in the fourth quarter valued at about $25,000. Rossby Financial LCC boosted its holdings in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares during the period. Navalign LLC acquired a new stake in Dell Technologies in the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new position in shares of Dell Technologies during the fourth quarter worth $29,000. Finally, WealthCollab LLC boosted 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 valued at $31,000 after purchasing an additional 114 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on DELL shares. Barclays downgraded shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. HSBC upgraded Dell Technologies to a “buy” rating in a research note on Friday, May 29th. Mizuho raised their price objective on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Roth Capital began coverage on Dell Technologies in a research report on Friday, May 29th. They issued a “buy” rating on the stock. Finally, Sanford C. Bernstein increased their target price on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $494.67.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Demand for Dell’s AI servers remains robust. Reports on long-term supply agreements and customer deposits for future AI hardware suggest strong order visibility and continued spending by large technology customers. SK Hynix AI supply agreements article
• Positive Sentiment: Analyst commentary remains constructive on Dell’s AI-server growth, backlog expansion and valuation relative to other major AI stocks. Positive earnings-estimate revisions and a technical “hammer” pattern were cited as potential signs of stabilization after the recent decline. Dell bottom-fisher analysis
• Positive Sentiment: Dell is broadening its AI strategy beyond servers by joining an open-source cybersecurity alliance focused on AI threat detection and defense. The initiative could strengthen Dell’s positioning in enterprise AI infrastructure and security. Dell joins AI cybersecurity alliance
• Positive Sentiment: Expanded retail distribution of the Dell XPS 13 in India, including in-store demonstrations and online availability, supports Dell’s premium-PC visibility. Separately, growing demand for premium AI PCs may provide an additional consumer growth opportunity. Dell XPS 13 retail expansion

Insiders Place Their Bets

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the completion of the sale, the director owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the sale, the director directly owned 24,287 shares in the company, valued at $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by corporate insiders.

Dell Technologies Stock Performance

NYSE:DELL opened at $369.63 on Thursday. The company has a market capitalization of $239.56 billion, a price-to-earnings ratio of 29.36, a price-to-earnings-growth ratio of 0.84 and a beta of 1.31. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47. The stock has a 50-day simple moving average of $399.79 and a 200 day simple moving average of $245.57.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same quarter last year, the business 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. On average, equities research analysts forecast that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be paid 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 0.7%. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Dell Technologies 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.