Buck Wealth Strategies LLC Purchases 4,298 Shares of Dell Technologies Inc. $DELL

Key Points

• Buck Wealth Strategies LLC boosted its Dell Technologies stake by 83.9% in the fourth quarter, buying 4,298 additional shares and bringing its total holding to 9,421 shares worth about $1.19 million.
• Dell continues to attract bullish attention around AI infrastructure, with commentary highlighting its servers in major AI buildouts and its role in a new supercomputer project with Nvidia and TotalEnergies in France.
• Analysts remain constructive on Dell: several firms recently raised price targets, and the stock carries an average Moderate Buy rating, even as insiders have sold a sizeable amount of shares in recent months.

Buck Wealth Strategies LLC increased its position in Dell Technologies Inc. (NYSE:DELL - Free Report) by 83.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,421 shares of the technology company's stock after buying an additional 4,298 shares during the quarter. Buck Wealth Strategies LLC's holdings in Dell Technologies were worth $1,186,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of DELL. Vanguard Group Inc. grew its stake in 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 period. State Street Corp boosted its holdings in Dell Technologies by 2.5% in 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 shares of Dell Technologies by 82.3% during 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 in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Dell Technologies by 19.9% during the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company's stock valued at $544,670,000 after purchasing an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP lifted its holdings in shares of 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 valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Dell Technologies

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 Transactions at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the company's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.81, for a total value of $67,541,420.00. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, COO Jeffrey W. Clarke sold 116,000 shares of the company's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the sale, the chief operating officer owned 1,687,414 shares in the company, valued at $307,919,306.72. The trade was a 6.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts recently commented on the company. Truist Financial started coverage on Dell Technologies in a research report on Tuesday, March 31st. They set a "hold" rating and a $170.00 price objective for the company. The Goldman Sachs Group upped their price target on Dell Technologies from $215.00 to $230.00 in a research note on Thursday, April 30th. Weiss Ratings upgraded shares of Dell Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, April 16th. Citigroup raised their price target on Dell Technologies from $180.00 to $235.00 and gave the company a "buy" rating in a report on Tuesday, April 21st. Finally, JPMorgan Chase & Co. lifted their target price on Dell Technologies from $165.00 to $205.00 and gave the stock an "overweight" rating in a report on Thursday, April 16th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $186.84.

Dell Technologies Price Performance

Shares of DELL stock opened at $260.18 on Friday. Dell Technologies Inc. has a 1-year low of $95.64 and a 1-year high of $263.99. The stock's fifty day moving average price is $175.62 and its 200 day moving average price is $146.04. The company has a market cap of $168.01 billion, a price-to-earnings ratio of 29.84, a price-to-earnings-growth ratio of 0.94 and a beta of 0.99.

Dell Technologies (NYSE:DELL - Get Free Report) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm's revenue for the quarter was up 39.5% on a year-over-year basis. During the same period in the previous year, the business earned $2.68 EPS. 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, equities research analysts anticipate that Dell Technologies Inc. will post 11.9 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were paid a $0.63 dividend. The ex-dividend date was Tuesday, April 21st. This is a positive change from Dell Technologies's previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.0%. Dell Technologies's dividend payout ratio (DPR) is currently 28.90%.

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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