BSW Wealth Partners Acquires 5,861 Shares of Dell Technologies Inc. $DELL

Key Points

• BSW Wealth Partners boosted its stake in Dell by 38.1%, acquiring 5,861 shares to hold 21,254 shares valued at $2,675,000, according to its latest SEC filing.
• Dell beat quarterly estimates (EPS $3.89 vs. $3.53; revenue $33.38B, +39.5% YoY), set FY guidance, and the stock rallied roughly 6.8% to trade near its 12‑month high.
• Significant insider selling occurred recently—insiders sold 2,615,022 shares worth $406.65M over the past three months (including a 510,000‑share and a 143,067‑share sale), though insiders still own about 42% of the company.

BSW Wealth Partners boosted its holdings in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 38.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,254 shares of the technology company's stock after acquiring an additional 5,861 shares during the period. BSW Wealth Partners' holdings in Dell Technologies were worth $2,675,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in Dell Technologies by 3.3% during the third quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company's stock worth $4,265,237,000 after acquiring an additional 964,080 shares in the last quarter. State Street Corp lifted its holdings in Dell Technologies by 2.5% during the third quarter. State Street Corp now owns 14,450,258 shares of the technology company's stock worth $2,048,613,000 after acquiring an additional 350,941 shares in the last quarter. Invesco Ltd. lifted its holdings in Dell Technologies by 82.3% during the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company's stock worth $688,315,000 after acquiring an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in Dell Technologies by 19.9% during the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company's stock worth $544,670,000 after acquiring an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP lifted its holdings in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company's stock worth $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

DELL has been the topic of several recent analyst reports. JPMorgan Chase & Co. reduced their target price on Dell Technologies from $170.00 to $155.00 and set an "overweight" rating on the stock in a report on Thursday, February 19th. Piper Sandler cut their price target on Dell Technologies from $172.00 to $167.00 and set an "overweight" rating on the stock in a report on Friday, February 27th. The Goldman Sachs Group initiated coverage on Dell Technologies in a report on Tuesday, January 13th. They issued a "buy" rating and a $165.00 price target on the stock. Barclays boosted their price target on Dell Technologies from $148.00 to $168.00 and gave the company an "overweight" rating in a report on Friday, February 27th. Finally, Citigroup cut their price target on Dell Technologies from $165.00 to $160.00 and set a "buy" rating on the stock in a report on Tuesday, February 17th. Sixteen 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. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $170.47.

Insider Transactions at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider William F. Scannell sold 143,067 shares of the company's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the transaction, the insider directly owned 21,779 shares in the company, valued at $3,593,535. The trade was a 86.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 2,615,022 shares of company stock worth $406,651,043 over the last three months. Company insiders own 42.00% of the company's stock.

Dell Technologies Stock Up 6.8%

Shares of NYSE DELL opened at $189.82 on Tuesday. Dell Technologies Inc. has a twelve month low of $80.74 and a twelve month high of $191.37. The business's 50 day moving average price is $147.13 and its two-hundred day moving average price is $139.25. The company has a market cap of $122.58 billion, a PE ratio of 21.77, a price-to-earnings-growth ratio of 0.72 and a beta of 0.88.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the prior year, the business earned $2.68 earnings per share. 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, research analysts anticipate that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies's previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.3%. Dell Technologies's dividend payout ratio (DPR) is currently 24.08%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Takeover rumors lifted shares — reports that Nvidia could be pursuing a major PC acquisition spurred buying in Dell (and peers), driving the intraday rally. Is Nvidia Acquiring Dell? Why DELL Stock Is Up Today.
• Positive Sentiment: Underlying fundamentals supportive — Dell’s recent quarterly beat and solid guidance (higher revenue and EPS versus expectations) provide a fundamental rationale for optimistic positioning. Dell Technologies stock
• Positive Sentiment: AI/server narrative remains a tailwind — recent write-ups highlight Dell as a key AI infrastructure supplier, which supports a higher multiple if demand for servers/storage stays strong. Dell Technologies (DELL): A Key AI Player… But Is Now Really The Time To Buy?
• Neutral Sentiment: Analyst coverage is mixed — Wolfe Research initiated coverage with a Peer Perform rating, noting both AI opportunity and near-term risks (memory pricing, supply constraints). Dell Technologies Inc. Receives Average Recommendation of "Moderate Buy" from Analysts
• Neutral Sentiment: Product reviews continue to shape perception but are unlikely to move shares materially — e.g., the new XPS 16 review highlights competitiveness in laptops. Dell XPS 16 (2026) review
• Negative Sentiment: Insider selling: Dell’s CFO disposed of ~19,500 shares earlier this month, reducing his stake — a potential signal of near-term profit-taking. SEC filing: Form 4
• Negative Sentiment: Profit-taking and skepticism emerged after-hours — shares gave back some gains in extended trading. Dell Stock Gives Back Gains After Hours
• Negative Sentiment: Expert skepticism about an Nvidia deal undercuts the takeover thesis — a market commentator (Gene Munster) says odds of Nvidia buying Dell are low, which could temper further upside from M&A speculation. Odds of Nvidia buying Dell are low, says Deepwater's Gene Munster

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.