Dell Technologies Inc. $DELL Holdings Trimmed by The Manufacturers Life Insurance Company

Posted by Stanley Muller on Aug 1st, 2026

Dell Technologies logo The Manufacturers Life Insurance Company decreased its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 8.7% in the 1st quarter, HoldingsChannel.com reports. The firm owned 159,938 shares of the technology company’s stock after selling 15,196 shares during the period. The Manufacturers Life Insurance Company’s holdings in Dell Technologies were worth $26,251,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Glen Eagle Advisors LLC lifted its stake in Dell Technologies by 55.1% during the first quarter. Glen Eagle Advisors LLC now owns 1,067 shares of the technology company’s stock valued at $175,000 after purchasing an additional 379 shares during the last quarter. Quantinno Capital Management LP grew its position in Dell Technologies by 73.4% in the first quarter. Quantinno Capital Management LP now owns 438,347 shares of the technology company’s stock worth $71,946,000 after buying an additional 185,527 shares during the last quarter. Gateway Wealth Partners LLC increased its holdings in shares of Dell Technologies by 84.2% in the first quarter. Gateway Wealth Partners LLC now owns 4,865 shares of the technology company’s stock valued at $798,000 after buying an additional 2,224 shares in the last quarter. Quadcap Wealth Management LLC lifted its position in shares of Dell Technologies by 33.4% during the 1st quarter. Quadcap Wealth Management LLC now owns 7,661 shares of the technology company’s stock valued at $1,257,000 after acquiring an additional 1,919 shares during the last quarter. Finally, Weiss Asset Management LP boosted its stake in shares of Dell Technologies by 20.5% during the 1st quarter. Weiss Asset Management LP now owns 25,130 shares of the technology company’s stock worth $4,125,000 after acquiring an additional 4,274 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Activity

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the company’s stock in a transaction dated 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 $16,789,455.41. This represents a 82.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 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 $86,928,791.95. Following the completion of the sale, the director directly owned 24,287 shares of the company’s stock, valued at $11,123,203.13. This trade represents a 88.66% 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 3,434,758 shares of company stock worth $1,448,870,683. Company insiders own 41.50% of the company’s stock.

Dell Technologies Stock Up 0.2%

DELL opened at $405.73 on Friday. The firm has a market capitalization of $262.96 billion, a P/E ratio of 32.23, a PEG ratio of 0.86 and a beta of 1.31. The stock has a fifty day moving average of $405.04 and a 200-day moving average of $248.68. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month 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, beating analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for 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 for the quarter was up 87.5% compared to the same quarter last year. During the same quarter in the previous year, the company 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. On average, analysts expect that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, July 21st. Dell Technologies’s payout ratio is 20.02%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Wells Fargo & Company lifted their target price on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Argus increased their price target on Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Melius Research set a $565.00 price objective on Dell Technologies in a report on Friday, May 29th. Finally, Jefferies Financial Group cut shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. One equities 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $494.67.

Read Our Latest Stock Analysis on DELL

More Dell Technologies News

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

Positive Sentiment: AI infrastructure momentum supports the stock. Dell is benefiting from strong demand for AI servers, networking equipment and enterprise AI upgrades. A broader rebound in AI hardware stocks, following encouraging hyperscaler results, has added to the positive sentiment. Dell has also cited a potential $60 billion fiscal 2027 AI-server revenue opportunity and recently won an AI and high-performance-computing platform contract with Texas A&M Engineering Experiment Station. Dell Jumps as AI Infrastructure Trade Rebounds
Positive Sentiment: Commercial PC demand is providing another growth driver. Corporate device-refresh activity and AI-capable PC upgrades are supporting Dell’s outlook, while the company’s recent earnings performance showed substantial revenue and earnings growth. Dell Technologies Rides on Commercial PC Demand: What’s Ahead?
Positive Sentiment: Analyst expectations imply additional upside. The average analyst price target suggests approximately 25.2% potential appreciation, and recent agreement in raising earnings estimates is a more constructive signal than the target-price average alone. The median target reported for the past six months is $500, with several targets ranging from $477 to $550. Wall Street Analysts Think Dell Technologies Could Surge 25.21%
Neutral Sentiment: Investor attention is elevated. Dell is among the stocks receiving significant attention from Zacks users, which may increase trading activity but does not by itself provide a fundamental valuation signal. Dell Technologies Is Attracting Investor Attention
Negative Sentiment: Supply and profitability concerns could limit gains. Memory shortages may increase component costs, while intensifying competition and the mix shift toward AI systems could pressure margins despite strong demand. Dell Technologies Rides on Commercial PC Demand: What’s Ahead?
Negative Sentiment: Insider selling is a cautionary signal. Reported open-market activity over the past six months shows numerous insider and affiliated-investor sales with no purchases, including sales by senior executives and large investment entities. The transactions may reflect diversification or planned selling, but they could weigh on sentiment.

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.