Nwam LLC Has $217,000 Position in Dell Technologies Inc. $DELL

Posted by George Bondi on May 13th, 2026

Dell Technologies logo Nwam LLC lowered its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 95.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,841 shares of the technology company’s stock after selling 35,357 shares during the quarter. Nwam LLC’s holdings in Dell Technologies were worth $217,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Austin Asset Management Co Inc acquired a new stake in Dell Technologies in the 4th quarter valued at approximately $1,957,000. Advisor OS LLC raised its position in Dell Technologies by 9.7% in the 4th quarter. Advisor OS LLC now owns 11,107 shares of the technology company’s stock valued at $1,398,000 after buying an additional 983 shares during the last quarter. Midwest Trust Co acquired a new stake in Dell Technologies in the 4th quarter valued at approximately $458,000. EWA LLC acquired a new stake in Dell Technologies in the 4th quarter valued at approximately $615,000. Finally, NewEdge Wealth LLC raised its position in Dell Technologies by 51.1% in the 4th quarter. NewEdge Wealth LLC now owns 42,542 shares of the technology company’s stock valued at $5,355,000 after buying an additional 14,384 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Dell Technologies News

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

Positive Sentiment: Mizuho raised its price target on Dell to $300 from $260 and kept an Outperform rating, saying agentic AI workloads should keep driving durable demand for Dell’s servers and AI infrastructure. Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
Positive Sentiment: Recent headlines continue to frame Dell as a beneficiary of AI spending, including commentary that investor attention remains focused on Dell’s server demand tied to AI adoption and federal AI initiatives. Dell’s John Roese on Data Layer’s Role in Federal AI Adoption
Positive Sentiment: Market commentary also noted that Dell has been a strong AI winner this year, with a sharp multi-month rally reflecting enthusiasm for its role in AI infrastructure. Is It Too Late To Consider Dell (DELL) After AI-Fueled Share Price Surge?

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on DELL. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 21st. Bank of America lifted their target price on Dell Technologies from $205.00 to $246.00 in a research report on Monday, April 27th. Truist Financial started coverage on Dell Technologies in a research report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 target price on the stock. Citigroup raised their price target on Dell Technologies from $180.00 to $235.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Finally, Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $190.84.

Get Our Latest Research Report on DELL

Insider Activity at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares in the company, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 3,571,688 shares of company stock valued at $576,654,105 over the last quarter. 42.00% of the stock is currently owned by corporate insiders.

Dell Technologies Trading Down 3.1%

Shares of NYSE DELL opened at $239.37 on Wednesday. Dell Technologies Inc. has a 12 month low of $103.89 and a 12 month high of $263.99. The stock has a 50 day moving average of $182.69 and a 200-day moving average of $148.15. The company has a market capitalization of $154.57 billion, a P/E ratio of 27.45, a P/E/G ratio of 1.00 and a beta of 0.99.

Dell Technologies (NYSE:DELL – Get Free Report) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the previous year, the company posted $2.68 EPS. The firm’s revenue for the quarter was up 39.5% compared to the same quarter last year. 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. Analysts predict that Dell Technologies Inc. will post 11.9 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were paid a dividend of $0.63 per share. The ex-dividend date was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.1%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is presently 28.90%.

About Dell Technologies

(Free Report)

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.