IFM Investors Pty Ltd Has $11.23 Million Holdings in Dell Technologies Inc. $DELL

Posted by George Bondi on Jul 2nd, 2026

Dell Technologies logo IFM Investors Pty Ltd increased its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 2.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 68,444 shares of the technology company’s stock after buying an additional 1,655 shares during the period. IFM Investors Pty Ltd’s holdings in Dell Technologies were worth $11,234,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of DELL. Commonwealth Retirement Investments LLC bought a new position in shares of Dell Technologies in the 4th quarter worth about $25,000. Rossby Financial LCC grew its stake in 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 during the period. Navalign LLC bought a new stake in Dell Technologies in the fourth quarter worth approximately $29,000. Kemnay Advisory Services Inc. bought a new stake in Dell Technologies in the fourth quarter worth approximately $29,000. Finally, WealthCollab LLC lifted its stake in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares during the period. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

Positive Sentiment: Multiple reports say Dell is benefiting from the Super Micro Computer investigation tied to alleged Nvidia chip smuggling, with investors viewing Dell as a cleaner, more reliable AI server winner and possible share-gain beneficiary. Dell Stock Gets a ‘Slam Dunk’ as Super Micro Faces Taiwan Office Raid Over Alleged Nvidia Chip Smuggling
Positive Sentiment: Dell is also getting credit for expanding its AI infrastructure offerings, including the launch of PowerStore Elite in India, which reinforces the company’s growth story in enterprise AI storage and data-center hardware. Dell launches AI-focused PowerStore Elite storage platform in India as enterprise AI infrastructure race heats up
Positive Sentiment: Commentary across Wall Street remains upbeat on Dell Technologies, with some analysts and media outlets still arguing the stock has room to rise even after a sharp rally, thanks to strong AI server demand. Dell Stock Price Prediction: The Case for 20%+ Upside
Neutral Sentiment: Dell completed its redomestication to Texas corporation status, a corporate-structure update that is not likely to be a major near-term stock driver. Dell Completes Redomestication to Texas Corporation Status
Negative Sentiment: Some analysts and articles warn that Dell’s valuation now looks stretched after its steep advance, leaving less room for upside if AI demand cools or competition intensifies. Dell Technologies (DELL) Faces Valuation and Competition Concerns After Strong Rally
Negative Sentiment: Another concern is margin pressure: one report says Dell’s AI growth is real, but profitability is being squeezed as lower-margin server sales make up a bigger share of revenue. Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
Negative Sentiment: A recent insider sale by a Dell director could add some caution after the stock’s strong multi-month move. Dell Technologies Inc. (NYSE:DELL) – Get Free Report

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of the company’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 value of $80,560,898.99. Following the transaction, the director owned 36,659 shares in the company, valued at approximately $16,789,455.41. This represents 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 accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total value of $81,293,961.84. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,901,953 shares of company stock valued at $1,403,598,971 over the last quarter. 41.50% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on DELL. Melius Research set a $565.00 price objective on shares of Dell Technologies in a research report on Friday, May 29th. Roth Mkm assumed coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set a “buy” rating on the stock. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the stock a “neutral” rating in a report on Friday, May 29th. Guggenheim raised shares of Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Finally, Piper Sandler upped their price objective on shares of Dell Technologies from $167.00 to $497.00 and gave the company an “overweight” rating in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.

View Our Latest Stock Report on Dell Technologies

Dell Technologies Stock Performance

Shares of DELL stock opened at $426.12 on Thursday. The company has a market capitalization of $276.17 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 0.92 and a beta of 1.31. The company has a 50-day simple moving average of $325.01 and a two-hundred day simple moving average of $204.87. 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 issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate 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 quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm 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, sell-side analysts forecast that Dell Technologies Inc. will post 17.74 EPS for the current fiscal year.

Dell Technologies Announces Dividend

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

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.