OP Asset Management Ltd Invests $5.24 Million in Dell Technologies Inc. $DELL

Posted by Geri Gentry on Jun 27th, 2026

Dell Technologies logo OP Asset Management Ltd bought a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor bought 31,943 shares of the technology company’s stock, valued at approximately $5,243,000.

Other institutional investors have also modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new position in Dell Technologies during the 4th quarter worth about $25,000. Rossby Financial LCC lifted its position in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Navalign LLC acquired a new position in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC increased its stake in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies Stock Down 3.5%

NYSE DELL opened at $394.93 on Friday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The firm has a 50 day moving average of $311.46 and a two-hundred day moving average of $198.45. The stock has a market capitalization of $255.96 billion, a PE ratio of 31.37, a price-to-earnings-growth ratio of 0.88 and a beta of 1.30.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The business 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 company’s revenue was up 87.5% on a year-over-year basis. During the same period last year, the business earned $1.55 EPS. 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 expect that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently declared 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. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s payout ratio is 20.02%.

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: Dell is still being viewed as a major AI infrastructure winner, with reports pointing to strong demand for AI servers, a record AI backlog, and favorable commentary from analysts who remain constructive on the stock. Goldman Sachs Raises Price Target on Dell Technologies Following Strong AI Server Demand
Positive Sentiment: Wall Street remains generally bullish, with multiple firms raising price targets after Dell’s strong earnings and management’s upbeat outlook for AI-driven growth. Dell Technologies Inc. Stock Forecast
Positive Sentiment: Shareholders approved moving Dell’s legal home from Delaware to Texas, a symbolic win for Michael Dell and a move management says better reflects the company’s roots and business identity. Dell shareholders approve legal move from Delaware to Texas
Neutral Sentiment: Dell is drawing extra investor attention ahead of earnings and after a big rally, but several of the recent articles are mostly momentum and interest pieces rather than new fundamental updates. Dell Technologies is Attracting Investor Attention
Neutral Sentiment: A director sold shares under a pre-arranged 10b5-1 plan, which is routine but can still add a little pressure to sentiment. Director Lynn Vojvodich Radakovich stock sale
Negative Sentiment: The stock also faced selling pressure after a brokerage downgrade raised valuation concerns and worried that some of Dell’s AI-related upside may already be priced in. Dell Shares Tumble Following Analyst Downgrade to Hold
Negative Sentiment: Broader commentary about rising memory-chip costs and hardware margin pressure has also weighed on Dell shares, since higher component prices could squeeze profitability across the PC and server businesses. Apple hikes prices as memory chip costs skyrocket

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Piper Sandler increased their target price on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Argus upped their price objective on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Susquehanna set a $289.00 price objective on Dell Technologies and gave the company a “neutral” rating in a research note on Friday, May 29th. CLSA upgraded Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Finally, Sanford C. Bernstein boosted their target price on Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $490.38.

Get Our Latest Report on Dell Technologies

Insiders Place Their Bets

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s 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 completion of the sale, the director owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Jeffrey W. Clarke sold 116,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief operating officer 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 3,885,274 shares of company stock valued at $1,396,987,916. 41.50% of the stock is owned by insiders.

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.