Banque Cantonale Vaudoise trimmed its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 19.0% during the first quarter, Holdings Channel.com reports. The firm owned 30,736 shares of the technology company’s stock after selling 7,189 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Dell Technologies were worth $5,044,000 as of its most recent filing with the SEC.
Several other institutional investors have also bought and sold shares of DELL. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the fourth quarter worth approximately $25,000. Rossby Financial LCC raised its stake in shares of 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 buying an additional 184 shares in the last quarter. Navalign LLC acquired a new stake in shares of Dell Technologies in the fourth quarter valued at $29,000. Kemnay Advisory Services Inc. bought a new position in Dell Technologies during the fourth quarter valued at about $29,000. Finally, WealthCollab LLC boosted its stake in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.
Dell Technologies News Roundup
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Dell introduced the PowerEdge XE8812 server built on NVIDIA’s Vera Rubin NVL4 architecture, reinforcing its push into rack-scale AI infrastructure and high-performance computing. Dell (DELL) Launches PowerEdge XE8812 To Push Deeper Into Rack Scale AI
- Positive Sentiment: Several articles highlighted Dell’s record AI backlog, strong demand for AI servers, and the view that the company is benefiting from supply constraints and enterprise spending on AI infrastructure. Dell Benefits From Expanding AI Portfolio: Is the Stock a Must-Have?
- Positive Sentiment: Social media and market commentary focused on Dell’s earnings surprise and AI-optimized server revenue growth, which helped fuel bullish sentiment around the stock. Dell Technologies Stock (DELL) Opinions on Q1 Earnings Results
- Positive Sentiment: Analysts remained constructive, with Morgan Stanley raising its price target to $477 and other firms keeping bullish ratings, signaling continued confidence in Dell’s AI-driven growth outlook. Dell Technologies Inc. (NYSE:DELL) Stock Forecast
- Neutral Sentiment: Dell director Lynn Vojvodich Radakovich sold shares under a pre-arranged 10b5-1 plan; while routine, insider selling can still weigh on sentiment. Director Lynn Vojvodich Radakovich stock sale
- Neutral Sentiment: Coverage comparing Dell with other AI server names and broader tech peers underscores that investors continue to view Dell as a leading AI infrastructure winner, but these are largely sentiment pieces rather than new fundamentals. How Is Dell Technologies’ Stock Performance Compared to Other Technology Stocks?
Insider Buying and Selling
Wall Street Analysts Forecast Growth
DELL has been the topic of several research reports. The Goldman Sachs Group boosted their price target on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Susquehanna set a $289.00 price objective on shares of Dell Technologies and gave the stock a “neutral” rating in a research note on Friday, May 29th. UBS Group set a $700.00 target price on shares of Dell Technologies in a report on Friday, May 29th. Raymond James Financial lowered shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. Finally, Citic Securities upped their price target on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.
View Our Latest Analysis on DELL
Dell Technologies Price Performance
DELL stock opened at $433.53 on Thursday. The firm has a market capitalization of $280.97 billion, a P/E ratio of 34.43, a P/E/G ratio of 0.92 and a beta of 1.30. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47. The company’s 50 day simple moving average is $302.60 and its 200-day simple moving average is $195.16.
Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same quarter last year, the business posted $1.55 EPS. The company’s revenue was up 87.5% on a year-over-year basis. 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. Sell-side analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.
Dell Technologies Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is currently 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.
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