1,607 Shares in Dell Technologies Inc. $DELL Bought by Sapient Capital LLC

Posted by Geri Gentry on Aug 6th, 2026

Dell Technologies logo Sapient Capital LLC bought a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,607 shares of the technology company’s stock, valued at approximately $264,000.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after buying an additional 1,355,841 shares in the last quarter. State Street Corp increased its holdings in shares of Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after buying an additional 265,740 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after acquiring an additional 108,011 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after acquiring an additional 2,445,854 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on DELL shares. Evercore reaffirmed an “outperform” rating on shares of Dell Technologies in a report on Wednesday, July 8th. Bank of America lifted their price target on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Jefferies Financial Group cut Dell Technologies to a “hold” rating in a report on Monday, June 1st. Weiss Ratings raised Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Finally, Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $494.67.

Get Our Latest Research Report on Dell Technologies

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: Record AI-server demand, a large backlog and partnerships with leading chipmakers are reinforcing expectations for strong growth in Dell’s infrastructure business. Dell: Record Backlogs & Surging AI Server Demand
Positive Sentiment: DELL has reportedly surged about 260% this year and reached an all-time high as investors connect the company to the AI investment cycle, favorable political attention and rising data-center spending. Dell Stock Surged 260% This Year
Positive Sentiment: A broad risk-on move in AI-server stocks lifted Dell alongside Super Micro Computer and Hewlett Packard Enterprise, while separate coverage highlighted Dell’s strong growth relative to peers. AI Server Stocks Surge
Positive Sentiment: Michael Dell and Nvidia participated in a $300 million funding round for AI-cloud startup Volta, signaling continued strategic engagement with the expanding AI-computing ecosystem. Nvidia, Dell Back AI Cloud Startup Volta
Positive Sentiment: D&H Distributing is adding Dell’s complete storage portfolio, potentially broadening channel reach for Dell’s enterprise-storage products. D&H Distributing Expands Dell Offering
Neutral Sentiment: Analysts are debating whether Dell’s fundamentals can support additional upside after the stock reached a 52-week high; the debate centers on future earnings growth versus an increasingly demanding valuation. Dell Hits Fresh High
Negative Sentiment: GF Securities lowered its price target and recommended selling at current levels, citing risks that new competitors could weaken one of Dell’s key AI-related growth engines. Analyst Cuts Dell Price Target

Dell Technologies Trading Down 0.8%

Shares of DELL opened at $463.74 on Thursday. The stock’s 50-day moving average price is $414.15 and its two-hundred day moving average price is $256.65. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $485.70. The company has a market capitalization of $300.55 billion, a PE ratio of 36.83, a PEG ratio of 1.00 and a beta of 1.33.

Dell Technologies (NYSE:DELL – Get Free Report) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 negative return on equity of 366.90% and a net margin of 6.28%.The firm’s revenue was up 87.5% compared to the same quarter last year. During the same period last year, the company earned $1.55 earnings per share. 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. Equities research analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st were given a $0.63 dividend. The ex-dividend date was Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies’s payout ratio is 20.02%.

Insider Activity

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 59,492 shares of the stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the completion of the sale, the director directly owned 89,222 shares in the company, valued at approximately $40,465,745.88. This trade represents a 40.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction dated 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 directly owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. This trade represents a 44.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is owned by corporate insiders.

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.