Dell Technologies Inc. $DELL Shares Bought by Gabelli Funds LLC

Gabelli Funds LLC increased its stake in Dell Technologies Inc. (NYSE:DELL - Free Report) by 49.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 46,094 shares of the technology company's stock after acquiring an additional 15,150 shares during the period. Gabelli Funds LLC's holdings in Dell Technologies were worth $7,565,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC grew its stake in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company's stock valued at $347,000 after buying an additional 901 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies in the 2nd quarter worth $328,000. Marshall Wace LLP acquired a new position in Dell Technologies in the second quarter valued at $809,000. Gamco Investors INC. ET AL boosted its holdings in Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company's stock valued at $819,000 after acquiring an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC grew its position in Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company's stock valued at $7,112,000 after acquiring an additional 34,538 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Stock Performance

DELL stock opened at $427.57 on Tuesday. The stock has a 50-day simple moving average of $394.12 and a 200-day simple moving average of $241.88. The firm has a market cap of $277.11 billion, a P/E ratio of 33.96, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts' consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion during the quarter, compared to analysts' expectations of $35.74 billion. During the same quarter in the prior year, the business earned $1.55 EPS. Dell Technologies's quarterly revenue was up 87.5% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, equities research analysts predict that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a $0.63 dividend. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies's dividend payout ratio is 20.02%.

Insider Activity

In related news, Director Lake Group L.L.C. Silver sold 16,679 shares of Dell Technologies stock in a transaction on Friday, June 26th. The shares were sold at an average price of $396.37, for a total transaction of $6,611,055.23. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the business's stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the completion of the transaction, the director owned 67,990 shares in the company, valued at $30,836,184.60. This represents a 50.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,434,758 shares of company stock valued at $1,448,870,683 in the last 90 days. Company insiders own 41.50% of the company's stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Analysts and financial commentators continue to highlight Dell’s growing share of the AI-server market, strong earnings potential and relatively attractive valuation. Comparisons with Marvell Technology, Snowflake and Planet Labs emphasize that Dell is profitable and trades at a lower valuation than several AI-related peers. This AI Stock Has Tripled in 2026 Dell Technologies vs. Snowflake
• Positive Sentiment: Dell was identified alongside other AI names as a stock attracting fund buying during market volatility, suggesting institutional interest remains supportive. Here Is Why Casey's Ranks Among Hot AI Names
• Positive Sentiment: Dell joined Nvidia, Adobe, CrowdStrike and Hugging Face in an open-source alliance focused on cybersecurity tools for autonomous AI systems. The initiative could strengthen Dell’s positioning within the broader enterprise-AI ecosystem, although it is not an immediate earnings catalyst. Nvidia Forms AI Security Alliance
• Neutral Sentiment: Recent coverage confirms Dell’s strong AI-server momentum and substantial gains this year, but the extent of additional upside is increasingly dependent on execution and continued data-center spending. Dell Technologies Stock Declines While Market Improves
• Negative Sentiment: Potential U.S. tariffs on Chinese memory chips pose a risk to Dell’s hardware margins. Dell is reportedly evaluating Chinese memory components to control costs, but tariffs, restrictions or supply disruptions could increase component expenses and complicate defense-related business. Dell Technologies Stock Information
• Negative Sentiment: After a sharp AI-led run, Dell’s elevated valuation leaves less room for disappointment. Investors may be locking in gains while assessing whether revenue growth and margins can justify the stock’s premium relative to its longer-term averages.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on DELL shares. Citic Securities raised their price objective on Dell Technologies from $160.00 to $505.00 and gave the stock a "buy" rating in a report on Monday, June 1st. Melius Research set a $565.00 target price on Dell Technologies in a report on Friday, May 29th. Citigroup raised their price target on shares of Dell Technologies from $475.00 to $515.00 and gave the company a "buy" rating in a report on Friday. Bank of America lifted their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company a "buy" rating in a research report on Friday, May 29th. Finally, Barclays downgraded shares of Dell Technologies from an "overweight" rating to a "reduce" rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies currently has a consensus rating of "Moderate Buy" and an average target price of $494.67.

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.

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