Bingham Private Wealth LLC Acquires Shares of 5,641 Dell Technologies Inc. $DELL

Key Points

• Bingham Private Wealth LLC acquired a new stake of 5,641 shares in Dell Technologies (NYSE:DELL) during the fourth quarter, valued at about $710,000.
• Several large institutions materially increased positions—including Wellington, Invesco, Franklin and AQR—with 76.37% of Dell stock now owned by institutional investors (Vanguard holds ~30.1M shares).
• Dell beat Q4 estimates (EPS $3.89; revenue $33.38B), issued robust FY guidance, and raised its quarterly dividend to $0.63 (annualized yield ~1.4%).

Bingham Private Wealth LLC acquired a new stake in Dell Technologies Inc. (NYSE:DELL - Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 5,641 shares of the technology company's stock, valued at approximately $710,000.

Several other institutional investors and hedge funds have also recently modified their holdings of DELL. Wellington Management Group LLP increased its holdings in shares of Dell Technologies by 4,279.1% in the third 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 shares of Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company's stock valued at $688,315,000 after purchasing an additional 2,191,317 shares during the last quarter. Franklin Resources Inc. increased its holdings in shares of Dell Technologies by 541.9% in the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company's stock valued at $283,052,000 after purchasing an additional 1,685,529 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Dell Technologies by 628.5% in the second quarter. AQR Capital Management LLC now owns 1,374,078 shares of the technology company's stock valued at $168,462,000 after acquiring an additional 1,185,454 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Dell Technologies by 3.3% in the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company's stock valued at $4,265,237,000 after acquiring an additional 964,080 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently commented on DELL shares. Truist Financial started coverage on shares of Dell Technologies in a research note on Tuesday, March 31st. They issued a "hold" rating and a $170.00 price target on the stock. Barclays upped their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the company an "overweight" rating in a research note on Friday, February 27th. Piper Sandler decreased their price target on shares of Dell Technologies from $172.00 to $167.00 and set an "overweight" rating on the stock in a research note on Friday, February 27th. Wolfe Research started coverage on shares of Dell Technologies in a research note on Thursday, April 9th. They issued a "peer perform" rating on the stock. Finally, JPMorgan Chase & Co. decreased their price target on shares of Dell Technologies from $170.00 to $155.00 and set an "overweight" rating on the stock in a research note on Thursday, February 19th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Dell Technologies has a consensus rating of "Moderate Buy" and an average target price of $170.47.

Insider Activity at Dell Technologies

In other news, CAO Richard Troy Sharp sold 1,538 shares of the firm's stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the sale, the chief accounting officer owned 8,030 shares of the company's stock, valued at $1,198,557.80. This trade represents a 16.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO David Alan Kennedy sold 19,500 shares of the firm's stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the sale, the chief financial officer directly owned 183,097 shares of the company's stock, valued at approximately $33,420,695.41. This trade represents a 9.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 2,615,022 shares of company stock worth $406,651,043. Corporate insiders own 42.00% of the company's stock.

Dell Technologies Stock Down 2.8%

Shares of Dell Technologies stock opened at $184.50 on Wednesday. The company has a market capitalization of $119.14 billion, a price-to-earnings ratio of 21.16, a PEG ratio of 0.77 and a beta of 0.88. Dell Technologies Inc. has a 12-month low of $80.74 and a 12-month high of $191.37. The firm's 50-day moving average price is $148.47 and its two-hundred day moving average price is $139.63.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter last year, the business earned $2.68 EPS. The company's revenue was up 39.5% compared to the same quarter last year. 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. On average, sell-side analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is a positive change from Dell Technologies's previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. Dell Technologies's payout ratio is 24.08%.

Dell Technologies News Roundup

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

• Positive Sentiment: Rumors that Nvidia might pursue a large PC/server acquisition initially lifted DELL as investors priced in a potential strategic premium. Is Nvidia Acquiring Dell? Why DELL Stock Is Up Today.
• Positive Sentiment: Fundamentals: Dell recently beat quarterly EPS and revenue estimates and issued FY guidance that supports the valuation case for AI/server demand. Dell Technologies stock
• Positive Sentiment: AI infrastructure narrative remains a key tailwind — coverage highlights Dell as a major supplier of servers/storage for generative AI deployments. Dell Technologies (DELL): A Key AI Player…
• Neutral Sentiment: Analyst view is mixed: several firms have raised targets recently but some caution on near-term risks (memory pricing, supply). Dell Receives Average "Moderate Buy"
• Neutral Sentiment: High-profile personal news: Michael Dell’s net worth rebound attracted headlines but has limited direct impact on corporate operations. Michael Dell Among Top Net Wealth Gainers In 2026
• Negative Sentiment: Nvidia formally denied it is buying a PC maker, which undercut the takeover thesis and removed a short-term upside driver. Nvidia Says It Isn’t Buying Dell
• Negative Sentiment: Insider selling: Dell’s CFO sold ~19,500 shares earlier this month, a signal some investors interpret as near-term profit-taking. SEC filing: Form 4
• Negative Sentiment: After-hours and extended-session selling erased much of the intraday gains, indicating profit-taking and skepticism about the sustainability of the rally. Dell Stock Gives Back Gains After Hours
• Negative Sentiment: Industry pressure: Microsoft’s announced Surface price hikes highlight rising memory/component costs that could pressure PC margins industry-wide. Microsoft Raises Surface Prices

Dell Technologies Company 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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