Mizuho Markets Cayman LP decreased its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 0.7% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 697,464 shares of the technology company’s stock after selling 5,205 shares during the period. Dell Technologies comprises approximately 6.2% of Mizuho Markets Cayman LP’s holdings, making the stock its 7th largest position. Mizuho Markets Cayman LP’s holdings in Dell Technologies were worth $114,475,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Dell Technologies in the 4th quarter worth about $607,349,000. Wellington Management Group LLP boosted its stake in Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares during the last quarter. Invesco Ltd. increased its holdings in Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation increased its holdings in Dell Technologies by 533.3% during the 4th quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after purchasing an additional 2,258,797 shares in the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the last quarter. 76.37% of the stock is owned by institutional investors.
Insiders Place Their Bets
In related news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the business’s stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $15,814,486.26. Following the transaction, the director directly owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. The trade was a 44.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Spv-2 L.P. Sl sold 59,492 shares of the stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the transaction, the director owned 89,222 shares of the company’s stock, valued at approximately $40,465,745.88. The trade was a 40.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by company insiders.
Dell Technologies Stock Up 9.3%
Dell Technologies (NYSE:DELL – Get Free Report) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same period last year, the business posted $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. As a group, research analysts expect that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.
Dell Technologies Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.
Trending Headlines about Dell Technologies
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Super Micro Computer reported more than $60 billion in new orders and gross margins well above expectations, signaling that AI server demand remains exceptionally strong and lifting Dell along with other AI hardware peers. Stock Market Today, July 22: Super Micro Computer Surges on Record Q4 Orders and Surprise Margin Beat
- Positive Sentiment: Wall Street commentary suggested Dell could be one of the next winners from the AI buildout, with traders treating Dell, Super Micro, and Hewlett Packard Enterprise as a group trade on server demand. Dell Stock Surges as Super Micro Signals Strong New Order Growth
- Positive Sentiment: Recent coverage highlighted Dell’s AI infrastructure business as a major growth driver, reinforcing investor expectations that the company is benefiting from the broader AI hardware cycle. Dell: AI Infrastructure Drives Massive Growth
- Neutral Sentiment: Analyst and media coverage also pointed to Dell’s recent earnings strength and elevated guidance, but these were already known to investors and are more of a background support than a fresh catalyst. Dell Technologies stock and earnings background
Analyst Ratings Changes
DELL has been the topic of several analyst reports. 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 research report on Monday, June 1st. JPMorgan Chase & Co. increased their price target on Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, May 29th. Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. Wells Fargo & Company lifted their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Finally, Argus upped their target price on shares of Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $492.76.
Check Out Our Latest Research Report on DELL
Dell Technologies Profile
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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