Triglav Investments D.O.O. Sells 2,000 Shares of Dell Technologies Inc. $DELL

Posted by Stanley Muller on May 30th, 2026

Dell Technologies logo Triglav Investments D.O.O. lowered its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 16.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 10,000 shares of the technology company’s stock after selling 2,000 shares during the period. Triglav Investments D.O.O.’s holdings in Dell Technologies were worth $1,259,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Flagship Harbor Advisors LLC increased its stake in Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after acquiring an additional 71 shares during the period. Westside Investment Management Inc. increased its stake in Dell Technologies by 35.8% in 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 during the period. Pinnacle Associates Ltd. increased its stake in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after acquiring an additional 78 shares during the period. Lindenwold Advisors INC increased its stake in Dell Technologies by 1.0% in the third quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock valued at $1,302,000 after acquiring an additional 87 shares during the period. Finally, Ancora Advisors LLC increased its stake in Dell Technologies by 18.6% in the third quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock valued at $79,000 after acquiring an additional 87 shares during the period. Institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.81, for a total transaction of $67,541,420.00. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CAO Richard Troy Sharp sold 1,538 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the transaction, the chief accounting officer directly owned 8,030 shares in the company, valued at approximately $1,198,557.80. The trade was a 16.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,571,688 shares of company stock valued at $576,654,105 over the last three months. Insiders own 41.50% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Wolfe Research cut shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday. Royal Bank Of Canada started coverage on shares of Dell Technologies in a research note on Friday. They set an “outperform” rating on the stock. Wells Fargo & Company upped their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday. Roth Mkm started coverage on shares of Dell Technologies in a research note on Friday. They set a “buy” rating on the stock. Finally, Loop Capital upped their price objective on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $421.00.

Read Our Latest Stock Analysis on DELL

Dell Technologies Price Performance

DELL opened at $420.96 on Friday. Dell Technologies Inc. has a one year low of $106.38 and a one year high of $429.15. The company’s 50 day simple moving average is $216.82 and its 200-day simple moving average is $159.38. The stock has a market capitalization of $271.83 billion, a P/E ratio of 33.44, a price-to-earnings-growth ratio of 1.16 and a beta of 0.99.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating the consensus estimate of $3.04 by $1.82. Dell Technologies had a net margin of 6.28% and a negative return on equity of 324.36%. The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the prior year, the firm earned $1.55 earnings per share. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. 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, analysts anticipate that Dell Technologies Inc. will post 12.21 EPS for the current year.

Key Dell Technologies News

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

Positive Sentiment: Dell reported revenue of $43.8 billion, up 88% year over year, and EPS of $4.86, far above Wall Street expectations, signaling a major earnings beat. Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
Positive Sentiment: AI server demand was the main catalyst: Dell said AI-optimized server revenue jumped 757% to $16.1 billion, with $24.4 billion of AI orders and a record backlog, showing demand remains very strong. Reuters: Dell raises annual forecasts as AI data center buildout fuels demand
Positive Sentiment: Management raised full-year guidance to $165 billion-$169 billion in revenue and lifted AI-server revenue expectations, which suggests the growth surge may continue into the next quarters. WSJ: Dell Raises Fiscal Year Outlook After Sales Soar 88%
Positive Sentiment: Analysts turned more bullish after the report, with multiple firms raising price targets sharply, which can add momentum to the stock. Benzinga: Dell’s AI-Fueled Surge May Be Far From Over
Neutral Sentiment: The Pentagon contract is strategically important and supports Dell’s enterprise/software relationships, but investors appear to be focusing more on the AI-server earnings beat than the contract itself. CNBC: Dell wins a $9.7 billion Pentagon software deal

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.