SHP Wealth Management Buys New Position in Dell Technologies Inc. $DELL

Posted by Francis Steltz on Jun 21st, 2026

Dell Technologies logo SHP Wealth Management purchased a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 3,243 shares of the technology company’s stock, valued at approximately $408,000.

A number of other large investors have also modified their holdings of the business. Vanguard Group Inc. increased its holdings in shares of Dell Technologies by 4.5% during 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 acquiring an additional 1,355,841 shares in the last quarter. State Street Corp grew its position in Dell Technologies by 1.8% during the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares during the last quarter. Geode Capital Management LLC increased its stake in Dell Technologies by 1.5% during 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 purchasing an additional 108,011 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the last quarter. Finally, Deutsche Bank AG lifted its stake in shares of Dell Technologies by 24.6% during the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after buying an additional 1,090,336 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. TD Cowen boosted their price target on Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Evercore boosted their target price on shares of Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Daiwa Securities Group upped their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Finally, Sanford C. Bernstein lifted their price objective on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Check Out Our Latest Analysis on DELL

Key Stories Impacting Dell Technologies

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

Positive Sentiment: Dell’s AI server and rack-scale infrastructure business continues to gain traction, with reports of major shipments and strong demand supporting the growth narrative.
Positive Sentiment: Market commentary continues to view Dell as a top AI and enterprise infrastructure play, reinforcing investor interest in the stock.
Positive Sentiment: Coverage noting Michael Dell’s rising wealth underscores how strongly the shares have performed and helped keep sentiment upbeat.
Neutral Sentiment: Dell’s newly announced quarterly dividend supports the stock’s income profile, but it is not the main driver of the move.
Negative Sentiment: Recent insider selling by executives and directors may create some near-term caution around valuation and sentiment.
Negative Sentiment: Some investors are questioning whether Dell’s premium valuation leaves less room for upside after a sharp run.

Dell Technologies Price Performance

DELL opened at $410.00 on Friday. The firm has a fifty day moving average price of $288.00 and a 200 day moving average price of $188.62. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The stock has a market cap of $264.76 billion, a P/E ratio of 32.57, a P/E/G ratio of 0.88 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, beating the consensus estimate of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s revenue was up 87.5% on a year-over-year basis. During the same quarter last year, the business 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 analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a $0.63 dividend. 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 presently 20.02%.

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director owned 36,659 shares in the company, valued at $16,789,455.41. This trade represents a 82.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares in the company, valued at $3,593,535. This represents a 86.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 4,476,318 shares of company stock worth $1,490,167,546. Company insiders own 41.50% of the company’s stock.

Dell Technologies Company 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.