NewEdge Wealth LLC Lowers Stock Position in Dell Technologies Inc. $DELL

Posted by Brenda Bartman on Jul 26th, 2026

Dell Technologies logo NewEdge Wealth LLC reduced its position in Dell Technologies Inc. (NYSE:DELL – Free Report) by 63.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 15,561 shares of the technology company’s stock after selling 26,981 shares during the quarter. NewEdge Wealth LLC’s holdings in Dell Technologies were worth $2,554,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Campbell Capital Management Inc. raised its holdings in shares of Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after buying an additional 20,362 shares during the period. ProShare Advisors LLC boosted its holdings in Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after acquiring an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in Dell Technologies in the fourth quarter valued at approximately $23,332,000. Tectonic Advisors LLC purchased a new stake in shares of Dell Technologies during the fourth quarter valued at approximately $5,620,000. Finally, U.S. Capital Wealth Advisors LLC lifted its position in shares of Dell Technologies by 31.5% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 25,209 shares of the technology company’s stock worth $3,173,000 after purchasing an additional 6,038 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: Dell was selected by Texas A&M Engineering Experiment Station to build the IGNITE secure AI and high-performance computing platform, a contract that adds to Dell’s AI/HPC momentum and highlights its role in national research infrastructure. Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research
Positive Sentiment: Investor optimism around AI servers is spreading across the sector, with reports pointing to Dell’s exposure to Nvidia-powered AI server demand as a key reason the stock has been moving higher. Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
Positive Sentiment: Analyst commentary is also leaning bullish, with several forecasts suggesting Dell still has room to run as AI server growth remains a major theme for the stock. Dell To Rally More Than 17%? Here Are 10 Top Analyst Forecasts For Friday
Neutral Sentiment: Some market coverage notes that Dell’s AI story is improving, but also flags new risks, suggesting investors are still weighing upside from AI demand against margin and execution concerns. Dell’s AI Story Gains Traction but New Risks Are Emerging
Negative Sentiment: One concern for Dell remains margin pressure tied to the AI server buildout, which could limit how much of the AI demand boom translates into profits. Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year

Dell Technologies Price Performance

NYSE DELL opened at $436.43 on Friday. The company has a market capitalization of $282.85 billion, a price-to-earnings ratio of 34.66, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47. The company’s fifty day moving average price is $390.33 and its two-hundred day moving average price is $238.94.

Dell Technologies (NYSE:DELL – Get Free Report) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company’s revenue was up 87.5% on a year-over-year basis. 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, analysts anticipate that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

The company 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 dividend of $0.63 per share. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s dividend payout ratio is presently 20.02%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the transaction, the director owned 67,990 shares of the company’s stock, valued at $30,836,184.60. This trade represents a 50.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $15,814,486.26. Following the completion of the transaction, the director owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. The trade was a 44.23% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 3,434,758 shares of company stock worth $1,448,870,683. 41.50% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on DELL shares. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Citigroup upped their price objective on shares of Dell Technologies from $475.00 to $515.00 and gave the company a “buy” rating in a research report on Friday. Guggenheim raised Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Finally, Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $494.67.

Get Our Latest Analysis on Dell Technologies

Dell Technologies Company 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.