Titan Investment Management LLC Buys Shares of 25,713 Dell Technologies Inc. $DELL

Posted by Brian Himes on Jun 19th, 2026

Dell Technologies logo Titan Investment Management LLC purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 25,713 shares of the technology company’s stock, valued at approximately $3,237,000. Dell Technologies comprises approximately 2.9% of Titan Investment Management LLC’s portfolio, making the stock its 10th largest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. Campbell Capital Management Inc. raised its position in Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after purchasing an additional 20,362 shares in the last quarter. ProShare Advisors LLC grew its stake in shares of Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after purchasing an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in shares of Dell Technologies in the 4th quarter worth approximately $23,332,000. Tectonic Advisors LLC acquired a new position in shares of Dell Technologies in the 4th quarter worth approximately $5,620,000. Finally, B. Metzler seel. Sohn & Co. AG lifted its position in shares of Dell Technologies by 156.2% during the 3rd quarter. B. Metzler seel. Sohn & Co. AG now owns 119,263 shares of the technology company’s stock worth $16,908,000 after buying an additional 72,712 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

DELL has been the topic of a number of analyst reports. Barclays cut Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday, May 29th. Bank of America lifted their price objective on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a report on Friday, May 29th. Truist Financial upped their target price on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a report on Friday, May 29th. JPMorgan Chase & Co. increased their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Finally, Roth Mkm started coverage on shares of Dell Technologies in a report on Friday, May 29th. They set a “buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $475.76.

Check Out Our Latest Stock Report on Dell Technologies

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 39,537 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $15,938,155.44. Following the completion of the transaction, the director directly owned 69,916 shares of the company’s stock, valued at approximately $28,184,537.92. The trade was a 36.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, General Counsel Richard J. Rothberg sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $410.00, for a total transaction of $8,200,000.00. Following the transaction, the general counsel owned 142,415 shares in the company, valued at $58,390,150. The trade was a 12.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 4,476,318 shares of company stock worth $1,490,167,546. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies Stock Performance

Shares of DELL opened at $410.00 on Friday. The company has a market cap of $264.76 billion, a price-to-earnings ratio of 32.57, a PEG ratio of 0.90 and a beta of 1.30. The stock has a fifty day moving average price of $283.50 and a two-hundred day moving average price of $187.06. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its 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 company had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the prior year, the business earned $1.55 earnings per share. The business’s revenue for the quarter was up 87.5% on a year-over-year basis. 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. As a group, research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio is currently 20.02%.

Key Dell Technologies News

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

Positive Sentiment: Dell is still benefiting from bullish AI server coverage, with multiple reports citing surging AI server revenue, a growing AI backlog, and strong enterprise data-center demand that could support future growth. Dell’s Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand
Positive Sentiment: The company also won a large government-related contract tied to Microsoft and the U.S. Air Force, reinforcing Dell’s momentum in enterprise and public-sector infrastructure. Dell Wins $1.44B Microsoft License Deal
Positive Sentiment: Recent commentary remained constructive on the stock, with analysts and market writers pointing to continued upside from AI demand and strong forecast revisions. Dell Stock Looks Cheap Here With Higher Analyst Forecasts – Short Put Plays Are Attractive
Positive Sentiment: Coverage also noted Dell’s broader momentum in the computer hardware industry, with strong enterprise device demand helping support the bull case. 2 Stocks to Watch Right Now From the Prospering Computer Industry
Neutral Sentiment: Dell declared a quarterly dividend of $0.63 per share, which supports shareholder returns but is not a major short-term growth driver. Dell Technologies Declares Quarterly Cash Dividend
Negative Sentiment: Several recent insider sales, including transactions by senior executives and Silver Lake-related directors, may be pressuring sentiment and raising caution about the stock’s near-term valuation. Dell Technologies insider trades
Negative Sentiment: Some traders also flagged Dell as potentially overbought after its sharp rally, which could make the shares vulnerable to a pullback despite the favorable AI narrative. What’s Going On With Dell Technologies Stock Thursday?

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.