Benjamin Edwards Inc. Boosts Stake in Dell Technologies Inc. $DELL

Key Points

• Benjamin Edwards Inc. boosted its Dell stake by 370.2% in the fourth quarter, buying 5,331 additional shares and bringing its total holding to 6,771 shares worth about $852,000.
• Dell continues to attract attention as an AI infrastructure play, with recent positive news highlighting its role in AI server deployments and a new supercomputer project with Nvidia and TotalEnergies in France.
• The company recently beat quarterly earnings and revenue estimates, and it also raised its dividend to $0.63 per share, while analysts remain broadly constructive with an average “Moderate Buy” rating.

Benjamin Edwards Inc. lifted its stake in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 370.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 6,771 shares of the technology company's stock after acquiring an additional 5,331 shares during the period. Benjamin Edwards Inc.'s holdings in Dell Technologies were worth $852,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Flagship Harbor Advisors LLC boosted its stake in shares of Dell Technologies by 1.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company's stock valued at $789,000 after purchasing an additional 71 shares in the last quarter. Westside Investment Management Inc. raised its position in Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company's stock worth $43,000 after purchasing an additional 78 shares during the period. Pinnacle Associates Ltd. lifted its stake in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company's stock worth $3,067,000 after purchasing an additional 78 shares during the last quarter. Meeder Asset Management Inc. boosted its position in Dell Technologies by 33.7% during the third quarter. Meeder Asset Management Inc. now owns 325 shares of the technology company's stock valued at $46,000 after buying an additional 82 shares during the period. Finally, Lindenwold Advisors INC boosted its position in Dell Technologies by 1.0% during the third quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company's stock valued at $1,302,000 after buying an additional 87 shares during the period. Institutional investors own 76.37% of the company's stock.

Dell Technologies News Summary

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

• Positive Sentiment: Jim Cramer spotlighted Dell as a core AI infrastructure winner, emphasizing that its servers are central to the AI buildout. Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
• Positive Sentiment: Dell was named alongside Nvidia in a new TotalEnergies supercomputer project in France, reinforcing its role in large-scale AI and high-performance computing deployments. TotalEnergies inks deal with Nvidia and Dell to build supercomputer in Pau, France
• Positive Sentiment: Analysts and market commentary continue to frame Dell as an undervalued AI infrastructure name, with expectations that upcoming earnings could extend momentum. Why Is Dell Technologies Stock (DELL) Rising Today, 5/8/26?
• Neutral Sentiment: Brokerage sentiment remains constructive, with Dell receiving an average “Moderate Buy” rating, supporting the stock’s bullish narrative. Dell Technologies Inc. Given Average Recommendation of "Moderate Buy" by Brokerages
• Negative Sentiment: Some recent coverage noted Dell’s prior pullback after strong gains, and investors may be watching for valuation risk or any disappointment in upcoming earnings. Why Dell Technologies (DELL) Dipped More Than Broader Market Today

Insider Activity at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of the firm's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the sale, the director owned 65,662 shares of the company's stock, valued at $9,529,526.06. This trade represents a 69.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business's stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 3,571,688 shares of company stock worth $576,654,105. Insiders own 42.00% of the company's stock.

Dell Technologies Stock Performance

DELL stock opened at $260.18 on Friday. The firm has a 50 day moving average price of $175.62 and a 200-day moving average price of $146.04. Dell Technologies Inc. has a 52-week low of $95.64 and a 52-week high of $263.99. The firm has a market capitalization of $168.01 billion, a price-to-earnings ratio of 29.84, a PEG ratio of 0.94 and a beta of 0.99.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts' consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter last year, the company earned $2.68 EPS. The firm's revenue for the quarter was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. As a group, sell-side analysts forecast that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 1.0%. This is a boost from Dell Technologies's previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. Dell Technologies's dividend payout ratio is presently 28.90%.

Analyst Ratings Changes

DELL has been the topic of several analyst reports. Mizuho lifted their price objective on Dell Technologies from $215.00 to $260.00 and gave the stock an "outperform" rating in a report on Wednesday. Wall Street Zen upgraded Dell Technologies from a "buy" rating to a "strong-buy" rating in a research report on Saturday, March 21st. Barclays boosted their price objective on Dell Technologies from $148.00 to $168.00 and gave the company an "overweight" rating in a research report on Friday, February 27th. Truist Financial assumed coverage on shares of Dell Technologies in a report on Tuesday, March 31st. They issued a "hold" rating and a $170.00 target price on the stock. Finally, Evercore lifted their target price on shares of Dell Technologies from $205.00 to $240.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $186.84.

About Dell Technologies

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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