ProShare Advisors LLC Grows Stake in Dell Technologies Inc. $DELL

Posted by Geri Gentry on May 22nd, 2026

Dell Technologies logo ProShare Advisors LLC raised its stake in Dell Technologies Inc. (NYSE:DELL – Free Report) by 10.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 80,686 shares of the technology company’s stock after purchasing an additional 7,642 shares during the quarter. ProShare Advisors LLC’s holdings in Dell Technologies were worth $10,157,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Navalign LLC purchased a new position in Dell Technologies in the fourth quarter valued at about $29,000. WealthCollab LLC raised its position in 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. iA Global Asset Management Inc. acquired a new stake in shares of Dell Technologies during the fourth quarter valued at about $32,000. State of Wyoming acquired a new stake in shares of Dell Technologies during the second quarter valued at about $33,000. Finally, Westside Investment Management Inc. grew its stake in shares of Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Stock Performance

NYSE:DELL opened at $253.11 on Friday. The company has a market capitalization of $163.44 billion, a price-to-earnings ratio of 29.03, a price-to-earnings-growth ratio of 0.92 and a beta of 0.99. Dell Technologies Inc. has a one year low of $106.38 and a one year high of $263.99. The stock has a 50-day simple moving average of $196.18 and a 200 day simple moving average of $152.21.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period last year, the firm earned $2.68 earnings per share. 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. On average, equities research analysts forecast that Dell Technologies Inc. will post 11.87 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 1.0%. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date was Tuesday, April 21st. Dell Technologies’s payout ratio is 28.90%.

Key Stories Impacting Dell Technologies

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

Positive Sentiment: Bank of America reportedly expects Dell to deliver a “beat and raise” next week, citing strong demand for AI servers, better-than-expected PC trends, and improving Infrastructure Solutions Group revenue. The firm also lifted its price target to $280, reinforcing bullish sentiment ahead of earnings.
Positive Sentiment: Multiple previews ahead of Dell’s fiscal first-quarter results say Wall Street is looking for earnings and revenue growth, with analysts pointing to Dell’s large AI server backlog as a key driver. Investors appear to be betting that the company can keep outperforming expectations.
Positive Sentiment: Dell announced that Arthur Lewis, president of Infrastructure Solutions Group, will present at the Bank of America Global Technology Conference in June. While not a major catalyst by itself, the conference appearance keeps attention on Dell’s AI and infrastructure strategy.
Neutral Sentiment: Recent commentary around Dell’s AI strategy, including coverage of Michael Dell’s keynote and new storage, AI server, and cyber-resilience offerings, adds to the narrative that Dell is evolving beyond a traditional PC maker. This supports the long-term story, but is not an immediate earnings driver.
Neutral Sentiment: Broader tech coverage this week also highlighted AI infrastructure demand across the sector, including Nvidia-related articles that referenced Dell’s role in enterprise AI deployments. That backdrop is supportive, but indirect.
Negative Sentiment: Some articles flagged potential margin pressure and supply-chain constraints in AI servers, which could matter if Dell’s results show weaker profitability than expected. Investors may be watching closely for signs that growth is coming at the expense of margins.

Insider Buying and Selling

In other Dell Technologies 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 value of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares in the company, valued at $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at 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 shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on DELL shares. Evercore raised their target price on Dell Technologies from $240.00 to $270.00 and gave the company an “outperform” rating in a research note on Tuesday. Daiwa Securities Group raised their target price on Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. UBS Group downgraded Dell Technologies from a “buy” rating to a “neutral” rating and raised their target price for the company from $167.00 to $243.00 in a research note on Sunday, May 10th. The Goldman Sachs Group raised their target price on Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. Finally, Truist Financial started coverage on Dell Technologies in a research note on Tuesday, March 31st. They set a “hold” rating and a $170.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $206.58.

Check Out Our Latest Stock Analysis on Dell Technologies

Dell Technologies Profile

(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.