MIdWestOne Financial Group Inc. lessened its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 17.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 18,611 shares of the technology company’s stock after selling 4,004 shares during the period. MIdWestOne Financial Group Inc.’s holdings in Dell Technologies were worth $2,343,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Commonwealth Retirement Investments LLC bought a new stake in shares of Dell Technologies in the 4th quarter worth $25,000. Navalign LLC bought a new position in Dell Technologies during the fourth quarter worth about $29,000. WealthCollab LLC boosted its position in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the period. iA Global Asset Management Inc. bought a new position in Dell Technologies during the fourth quarter worth about $32,000. Finally, State of Wyoming purchased a new stake in shares of Dell Technologies in the second quarter worth about $33,000. Institutional investors own 76.37% of the company’s stock.
Key Stories Impacting Dell Technologies
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Dell’s AI infrastructure momentum remains the main bullish driver, with coverage citing a massive backlog, strong demand, and supply constraints that support revenue visibility. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
- Positive Sentiment: IREN announced a $1.6 billion agreement with Dell for Blackwell AI systems, underscoring Dell’s role in the AI buildout and adding to investor enthusiasm around future hardware sales. IREN Limited Signs $1.6B Agreement With Dell
- Positive Sentiment: Analysts continue to point to Dell’s earnings strength and attractive valuation metrics, including strong EPS growth and solid interest coverage, which support the rally. 4 Stocks That Stand Out on Attractive Interest Coverage Ratios
- Neutral Sentiment: Several articles framed Dell as one of 2026’s best-performing growth stocks, but these pieces largely describe the already-strong momentum rather than a fresh catalyst. 5 Best Performing Growth Stocks So Far in 2026
- Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the past few days, and that insider selling may weigh on sentiment even if the sales do not change the broader AI growth thesis. SEC insider sale filing
Wall Street Analysts Forecast Growth
Check Out Our Latest Analysis on DELL
Dell Technologies Price Performance
DELL opened at $391.69 on Friday. The stock has a 50-day moving average price of $260.10 and a 200-day moving average price of $177.31. The firm has a market cap of $252.93 billion, a PE ratio of 31.11, a P/E/G ratio of 0.80 and a beta of 1.30. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47.
Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates 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 in the previous year, the firm earned $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. As a group, sell-side analysts anticipate that Dell Technologies Inc. will post 17.6 EPS for the current year.
Insiders Place Their Bets
In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 459,999 shares of the business’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $162.25, for a total value of $74,634,837.75. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 4,708,716 shares of company stock valued at $1,393,130,840. 41.50% of the stock is owned by insiders.
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.
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