Dell Technologies Inc. $DELL Shares Bought by Healthcare of Ontario Pension Plan Trust Fund

Posted by George Bondi on Jul 27th, 2026

Dell Technologies logo Healthcare of Ontario Pension Plan Trust Fund grew its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 126.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 224,671 shares of the technology company’s stock after acquiring an additional 125,257 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Dell Technologies were worth $36,875,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC acquired a new position in Dell Technologies in the 4th quarter worth $25,000. Rossby Financial LCC grew its stake in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares in the last quarter. Navalign LLC purchased a new stake in shares of Dell Technologies during the fourth quarter worth about $29,000. Kemnay Advisory Services Inc. acquired a new position in shares of Dell Technologies in the fourth quarter worth about $29,000. Finally, WealthCollab LLC boosted its holdings in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Down 0.2%

Shares of NYSE DELL opened at $436.43 on Monday. The stock’s 50 day moving average price is $390.33 and its two-hundred day moving average price is $239.74. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47. The stock has a market capitalization of $282.85 billion, a P/E ratio of 34.66, a PEG ratio of 0.93 and a beta of 1.31.

Dell Technologies (NYSE:DELL – Get Free Report) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate 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 last year, the business posted $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. On average, 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. Investors 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 (DPR) is 20.02%.

Dell Technologies News Summary

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

Insiders Place Their Bets

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the completion of the sale, the director owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the sale, the director directly owned 24,287 shares in the company, valued at $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent analyst reports. Wells Fargo & Company lifted their price objective on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Sanford C. Bernstein increased their target price on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Citigroup raised their price target on shares of Dell Technologies from $475.00 to $515.00 and gave the stock a “buy” rating in a research report on Friday. Argus lifted their price target on shares of Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, Melius Research set a $565.00 price target on shares of Dell Technologies in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $494.67.

Read Our Latest Research Report 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.