Concurrent Investment Advisors LLC Has $4.91 Million Stock Position in Dell Technologies Inc. $DELL

Key Points

• Concurrent Investment Advisors increased its stake in Dell by 146.4%, buying an additional 23,184 shares to hold 39,024 shares worth about $4.912 million at quarter-end.
• Dell reported a quarterly EPS beat of $3.89 vs. $3.53 and revenue of $33.38 billion (up 39.5% YoY), while highlighting massive AI server exposure (about $64B in AI server orders and a ~$43B backlog) and signing a $1.44 billion AI purchase.
• The company raised its quarterly dividend to $0.63 (annualized $2.52, ~1.2% yield), and analysts have grown more bullish—multiple price-target raises and upgrades leave Dell with a consensus “Moderate Buy” and an average target around $181.53.

Concurrent Investment Advisors LLC grew its stake in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 146.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 39,024 shares of the technology company's stock after purchasing an additional 23,184 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Dell Technologies were worth $4,912,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in DELL. WealthCollab LLC increased its position in shares of Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company's stock worth $31,000 after purchasing an additional 114 shares during the last quarter. State of Wyoming bought a new position in shares of Dell Technologies during the 2nd quarter worth approximately $33,000. Red Tortoise LLC bought a new position in shares of Dell Technologies during the 3rd quarter worth approximately $36,000. J.Safra Asset Management Corp bought a new position in shares of Dell Technologies during the 3rd quarter worth approximately $43,000. Finally, Westside Investment Management Inc. boosted its stake in shares of Dell Technologies by 35.8% during the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company's stock worth $43,000 after acquiring an additional 78 shares during the period. Institutional investors and hedge funds own 76.37% of the company's stock.

Analyst Upgrades and Downgrades

DELL has been the subject of several research analyst reports. Barclays lifted their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an "overweight" rating in a research note on Friday, February 27th. Wolfe Research initiated coverage on Dell Technologies in a research note on Thursday, April 9th. They set a "peer perform" rating for the company. Mizuho lifted their target price on Dell Technologies from $180.00 to $215.00 and gave the stock an "outperform" rating in a research note on Monday, April 6th. Truist Financial initiated coverage on Dell Technologies in a research note on Tuesday, March 31st. They set a "hold" rating and a $170.00 target price for the company. Finally, Wall Street Zen upgraded Dell Technologies from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Dell Technologies has an average rating of "Moderate Buy" and an average target price of $181.53.

Dell Technologies Price Performance

DELL opened at $216.13 on Monday. The business has a fifty day simple moving average of $161.80 and a 200 day simple moving average of $142.81. The company has a market capitalization of $139.57 billion, a PE ratio of 24.79, a price-to-earnings-growth ratio of 0.88 and a beta of 0.88. Dell Technologies Inc. has a 1 year low of $86.76 and a 1 year high of $219.26.

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, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during 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 quarterly revenue was up 39.5% on a year-over-year basis. During the same period in the previous year, the company posted $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. Equities analysts anticipate that Dell Technologies Inc. will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a boost from Dell Technologies's previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.2%. Dell Technologies's dividend payout ratio is presently 28.90%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Signed a $1.44 billion AI purchase agreement to support Boost Run’s AI deployments — a tangible revenue win that reinforces Dell’s exposure to hyperscaler/enterprise AI spending and underpins near-term server demand. Dell Signs $1.4 Billion AI Deal
• Positive Sentiment: Evercore raised its price target to $240 and reaffirmed an outperform rating — adds institutional validation and creates upside potential relative to the prior consensus. Evercore raises price target
• Positive Sentiment: Zacks upgraded DELL from Hold to Strong Buy — another near-term buy signal that can help attract momentum traders and retail flows. Zacks upgrade
• Positive Sentiment: Analysts and coverage pieces highlight massive AI server exposure (reported ~$64B in AI server orders and ~$43B backlog) — supports consensus that Dell is a key beneficiary of the AI infrastructure cycle. Dell vs Apple AI coverage
• Neutral Sentiment: Performance/sector comparisons and valuation pieces note strong short‑term momentum (large recent share gains and improved revenue/earnings profile) but also raise questions about premium valuation after the rally. Useful context for longer‑term positioning rather than immediate catalysts. Assessing Dell valuation
• Neutral Sentiment: Articles comparing DELL to peers note outperformance year‑to‑date, which explains part of the momentum but also increases sensitivity to any negative news flow. DELL outperforming peers
• Negative Sentiment: Yesterday’s intraday pullback and reporting of a small decline highlight volatility after the rally — profit‑taking or rotation could pressure the stock if new orders or guidance slow. Dell dips more than market
• Negative Sentiment: Uncertainty from M&A speculation in the PC/server space (NVIDIA/HP reports) could re‑rate competitive dynamics — a large consolidation elsewhere might shift OEM bargaining power or alter partner relationships. Potential NVIDIA deal

Insiders Place Their Bets

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock in a transaction on 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 legal filing with the Securities & Exchange Commission, which is available through this link. Also, CFO David Alan Kennedy sold 19,500 shares of Dell Technologies stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $182.53, for a total value of $3,559,335.00. Following the completion of the transaction, the chief financial officer directly owned 183,097 shares of the company's stock, valued at $33,420,695.41. This represents a 9.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,571,688 shares of company stock worth $576,654,105 over the last three months. 42.00% of the stock is currently owned by corporate insiders.

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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