6,264 Shares in Dell Technologies Inc. $DELL Bought by RiverFront Investment Group LLC

Posted by Brian Himes on May 19th, 2026

Dell Technologies logo RiverFront Investment Group LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 6,264 shares of the technology company’s stock, valued at approximately $789,000.

Other institutional investors have also added to or reduced their stakes in the company. Navalign LLC acquired a new position in Dell Technologies during the fourth quarter worth $29,000. WealthCollab LLC increased its holdings in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the last quarter. iA Global Asset Management Inc. acquired a new position in shares of Dell Technologies in the fourth quarter valued at $32,000. State of Wyoming acquired a new position in shares of Dell Technologies in the second quarter valued at $33,000. Finally, Westside Investment Management Inc. increased its holdings in shares of Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on DELL shares. Morgan Stanley upped their price objective on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a report on Tuesday, April 28th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. Truist Financial started coverage on shares of Dell Technologies in a report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 price objective on the stock. Wolfe Research started coverage on shares of Dell Technologies in a report on Thursday, April 9th. They issued a “peer perform” rating on the stock. Finally, Evercore upped their price objective on shares of Dell Technologies from $205.00 to $240.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $196.58.

Check Out Our Latest Report on DELL

Dell Technologies Stock Performance

DELL stock opened at $238.12 on Tuesday. The company’s 50-day simple moving average is $190.29 and its 200 day simple moving average is $150.48. Dell Technologies Inc. has a 52 week low of $106.38 and a 52 week high of $263.99. The company has a market capitalization of $153.77 billion, a PE ratio of 27.31, a price-to-earnings-growth ratio of 0.98 and a beta of 0.99.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the prior year, the company posted $2.68 earnings per share. Dell Technologies’s revenue was up 39.5% compared to the same quarter last year. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, analysts forecast that Dell Technologies Inc. will post 11.9 EPS for the current year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were paid a dividend of $0.63 per share. The ex-dividend date was Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 1.1%. Dell Technologies’s dividend payout ratio is currently 28.90%.

Insider Activity

In other Dell Technologies news, COO Jeffrey W. Clarke sold 116,000 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the sale, the chief operating officer directly owned 1,687,414 shares in the company, valued at $307,919,306.72. This represents a 6.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William F. Scannell sold 143,067 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the sale, the insider owned 21,779 shares in the company, valued at $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 3,571,688 shares of company stock valued at $576,654,105. Company insiders own 42.00% of the company’s stock.

Key Stories Impacting Dell Technologies

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

Positive Sentiment: Dell unveiled expanded AI Factory offerings with Nvidia, including new production-ready agentic AI tools and a turnkey PowerRack solution, reinforcing demand for Dell’s AI servers, storage, and networking products. Dell Technologies Delivers Production-Ready Agentic AI from Deskside to Data Center
Positive Sentiment: Management highlighted growing AI demand, including reports that Dell added 1,000 new enterprise AI customers and is seeing strong traction in AI Factory deployments, which supports the bullish outlook for its infrastructure business. Dell Stock Slides despite Adding 1000 New Enterprise AI Customers
Positive Sentiment: Bank of America raised its price target on Dell to $280 from $246 and reiterated a Buy rating, citing robust AI server demand and the potential for a strong Q1 beat. Dell Could Deliver Strong Q1 Beat As AI Server Demand Remains Robust, Says BofA
Positive Sentiment: Dell’s latest comments with Nvidia CEO Jensen Huang emphasized rising demand for memory and AI infrastructure, which underscores the strength of the broader AI hardware cycle. Nvidia CEO Huang Sees Demand for Memory Outpacing Capacity
Neutral Sentiment: Several Dell World announcements and interviews are centered on future AI adoption, enterprise agentic AI, and supply-chain scaling; these are strategically important but do not yet confirm near-term financial results. Dell Technologies World 2026: Biggest Dell AI Factory With Nvidia Innovation
Neutral Sentiment: Dell is also expanding its AI PC lineup and working on additional partnerships, which broadens the growth story but is less immediately tied to the stock’s move than the AI server momentum. Dell expands AI PC lineup with new slim Dell 14s and 16s laptops

About Dell Technologies

(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.