Ewa LLC Sells 2,244 Shares of Dell Technologies Inc. $DELL

Posted by Stanley Muller on Jun 30th, 2026

Dell Technologies logo Ewa LLC lowered its stake in Dell Technologies Inc. (NYSE:DELL – Free Report) by 46.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,639 shares of the technology company’s stock after selling 2,244 shares during the quarter. Ewa LLC’s holdings in Dell Technologies were worth $433,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Simmons Bank increased its position in shares of Dell Technologies by 1.5% during the first quarter. Simmons Bank now owns 47,700 shares of the technology company’s stock valued at $7,829,000 after buying an additional 715 shares during the period. Fairway Wealth LLC boosted its position in shares of Dell Technologies by 392.6% in the first quarter. Fairway Wealth LLC now owns 266 shares of the technology company’s stock valued at $44,000 after acquiring an additional 212 shares during the period. Lansforsakringar Fondforvaltning AB publ grew its stake in Dell Technologies by 6.2% during the first quarter. Lansforsakringar Fondforvaltning AB publ now owns 111,185 shares of the technology company’s stock valued at $18,249,000 after acquiring an additional 6,443 shares in the last quarter. 3Chopt Investment Partners LLC grew its stake in Dell Technologies by 2.6% during the first quarter. 3Chopt Investment Partners LLC now owns 3,491 shares of the technology company’s stock valued at $573,000 after acquiring an additional 90 shares in the last quarter. Finally, Pinnacle Bancorp Inc. increased its holdings in Dell Technologies by 29.1% during the 1st quarter. Pinnacle Bancorp Inc. now owns 493 shares of the technology company’s stock worth $81,000 after acquiring an additional 111 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Activity

In other news, General Counsel Richard J. Rothberg sold 20,000 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $410.00, for a total value of $8,200,000.00. Following the completion of the transaction, the general counsel directly owned 142,415 shares in the company, valued at approximately $58,390,150. This represents a 12.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of the stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $15,938,155.44. Following the transaction, the director owned 69,916 shares in the company, valued at $28,184,537.92. This trade represents a 36.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,885,274 shares of company stock valued at $1,396,987,916. 41.50% of the stock is owned by insiders.

Analyst Ratings Changes

DELL has been the subject of several analyst reports. CLSA raised shares of Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Citigroup began coverage on Dell Technologies in a research report on Monday, June 1st. They issued an “outperform” rating on the stock. Loop Capital lifted their price objective on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $490.38.

Check Out Our Latest Stock Report on DELL

Key Stories Impacting Dell Technologies

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

Positive Sentiment: Several recent articles highlight Dell as a beneficiary of accelerating demand for big data and AI infrastructure, especially in enterprise and data-center use cases, reinforcing the market’s bullish view of its server and storage business. Top Big Data Stocks Powering the Future of Data-Driven AI
Positive Sentiment: Dell also won shareholder approval to move its legal domicile from Delaware to Texas, which management says better matches the company’s long-standing headquarters and may be viewed as a governance simplification. Dell (DELL) Wins Shareholder Backing To Move Its Legal Home To Texas
Neutral Sentiment: News that Nasdaq and NYSE will ring the opening bell from the Oval Office to promote Trump Accounts does not appear specific to Dell’s fundamentals, so it is unlikely to have a meaningful stock impact. Nasdaq, NYSE to Ring Bell From Oval Office, Tout Trump Accounts
Negative Sentiment: GF Securities downgraded Dell after an almost 200% run since February, suggesting valuation concerns after the stock’s strong move higher, even though the firm acknowledged Dell’s record quarter and rapid AI server growth. After a Nearly 200% Run Since February, GF Securities Downgraded Dell Shares. Don’t Count DELL Stock Out Just Yet.

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $414.26 on Tuesday. The company’s fifty day moving average price is $315.88 and its 200-day moving average price is $200.80. The firm has a market capitalization of $268.49 billion, a price-to-earnings ratio of 32.90, a PEG ratio of 0.85 and a beta of 1.30. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter last year, the company posted $1.55 EPS. The business’s quarterly 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. As a group, equities research analysts expect that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s payout ratio is 20.02%.

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.