Cookson Peirce & Co. Inc. Increases Stock Holdings in Dell Technologies Inc. $DELL

Posted by on Jun 7th, 2026

Cookson Peirce & Co. Inc. increased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 1,302.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 139,565 shares of the technology company’s stock after purchasing an additional 129,610 shares during the period. Cookson Peirce & Co. Inc.’s holdings in Dell Technologies were worth $17,568,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in DELL. Brighton Jones LLC grew its position in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of Dell Technologies in the second quarter valued at $328,000. Marshall Wace LLP purchased a new stake in shares of Dell Technologies in the second quarter valued at $809,000. Gamco Investors INC. ET AL boosted its holdings in Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after acquiring an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after acquiring an additional 34,538 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

  • Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
  • Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
  • Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
  • Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 78,236 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $422.98, for a total value of $33,092,263.28. Following the sale, the director directly owned 11,274 shares of the company’s stock, valued at $4,768,676.52. This represents a 87.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Silver Lake Partners V. De (Aiv sold 35,437 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $422.98, for a total transaction of $14,989,142.26. Following the completion of the sale, the director directly owned 94,207 shares in the company, valued at $39,847,676.86. This represents a 27.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,709,030 shares of company stock valued at $983,328,426 over the last ninety days. Corporate insiders own 41.50% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on DELL. Bank of America lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a report on Friday, May 29th. CLSA upgraded Dell Technologies to an “outperform” rating in a report on Friday, May 29th. The Goldman Sachs Group lifted their target price on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a report on Monday, June 1st. Truist Financial lifted their target price on Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a report on Friday, May 29th. Finally, JPMorgan Chase & Co. lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Get Our Latest Stock Report on DELL

Dell Technologies Stock Performance

NYSE:DELL opened at $395.72 on Friday. Dell Technologies Inc. has a one year low of $109.17 and a one year high of $469.47. The business’s 50-day simple moving average is $242.78 and its 200 day simple moving average is $169.51. The stock has a market cap of $255.53 billion, a price-to-earnings ratio of 31.43, a price-to-earnings-growth ratio of 1.16 and a beta of 1.30.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the previous year, the firm posted $1.55 earnings per share. The company’s revenue was up 87.5% compared to the same quarter last year. 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, equities research analysts predict that Dell Technologies Inc. will post 12.93 EPS for the current year.

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.

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Institutional Ownership by Quarter for Dell Technologies (NYSE:DELL)

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