Wellington Shields Capital Management LLC Purchases New Position in Dell Technologies Inc. $DELL

Posted by Brenda Bartman on May 26th, 2026

Dell Technologies logo Wellington Shields Capital Management LLC purchased a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 7,377 shares of the technology company’s stock, valued at approximately $929,000.

A number of other institutional investors have also recently made changes to their positions in the business. Flagship Harbor Advisors LLC lifted its holdings in shares of Dell Technologies by 1.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after acquiring an additional 71 shares during the last quarter. Westside Investment Management Inc. lifted its holdings in shares of Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares during the last quarter. Pinnacle Associates Ltd. lifted its holdings in shares of Dell Technologies by 0.4% in the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after acquiring an additional 78 shares during the last quarter. Lindenwold Advisors INC lifted its holdings in shares of Dell Technologies by 1.0% in the 3rd quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company’s stock valued at $1,302,000 after acquiring an additional 87 shares during the last quarter. Finally, Ancora Advisors LLC grew its holdings in Dell Technologies by 18.6% during the 3rd quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock valued at $79,000 after purchasing an additional 87 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Summary

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

Positive Sentiment: Dell unveiled a new AI-ready data center infrastructure suite, including storage, compute, cyber resilience, and automation tools such as PowerStore Elite, reinforcing its push into enterprise AI infrastructure. Dell Technologies (DELL) Unveils New AI-Ready Data Center Infrastructure Suite
Positive Sentiment: Analysts and traders are increasingly optimistic heading into earnings, with Wall Street reportedly raising price targets and options markets implying the stock could keep extending its rally if results impress. Why is Dell stock rallying today after Wall Street raises stock price targets up to 290 ahead of Dell Technologies earnings
Positive Sentiment: Dell remains a standout AI and data-center winner, with recent coverage highlighting strong gains, record-high levels, and investor enthusiasm for its role in the AI buildout. Dell Stock Has Soared Over 130% This Year: Is the AI Trade Still Worth Chasing?
Positive Sentiment: At Dell Technologies World 2026, the company is emphasizing disaggregated infrastructure and a broader enterprise AI strategy, which supports the case for continued long-term demand. If enterprise data is the oil, Dell wants disaggregated infrastructure to be the pipeline
Neutral Sentiment: Recent conference and media coverage around Dell Technologies World 2026 underscores the company’s strategic shift toward enterprise infrastructure, but these stories are more narrative-driven than immediately stock-moving. The inverted geometry: Tracking the enterprise shift at Dell Technologies World 2026
Neutral Sentiment: Dell also highlighted quantum computing as a longer-term opportunity, saying the technology may reach scale in 2028-29, which is bullish strategically but unlikely to affect near-term results. Quantum computing to hit scale in 2028-29: Dell Technologies

Insider Buying and Selling

In other news, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the sale, the insider owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This represents a 86.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Jeffrey W. Clarke sold 116,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the completion of the sale, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. The trade was a 6.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,571,688 shares of company stock worth $576,654,105 over the last 90 days. Corporate insiders own 42.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Piper Sandler cut their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. JPMorgan Chase & Co. upped their price target on shares of Dell Technologies from $205.00 to $280.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Raymond James Financial upped their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Wells Fargo & Company upped their price target on shares of Dell Technologies from $180.00 to $270.00 and gave the company an “overweight” rating in a report on Friday. Finally, Truist Financial assumed coverage on shares of Dell Technologies in a report on Tuesday, March 31st. They set a “hold” rating and a $170.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $211.32.

View Our Latest Analysis on Dell Technologies

Dell Technologies Price Performance

Dell Technologies stock opened at $294.97 on Tuesday. The stock has a market cap of $190.48 billion, a price-to-earnings ratio of 33.83, a price-to-earnings-growth ratio of 1.11 and a beta of 0.99. Dell Technologies Inc. has a 1 year low of $106.38 and a 1 year high of $298.32. The firm has a 50-day moving average of $202.04 and a two-hundred day moving average of $154.15.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s quarterly revenue was up 39.5% on a year-over-year basis. During the same period in the previous year, the company earned $2.68 EPS. 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. Research analysts expect that Dell Technologies Inc. will post 11.87 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were given a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 0.9%. Dell Technologies’s dividend payout ratio is presently 28.90%.

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.