Diversify Wealth Management LLC Invests $936,000 in Dell Technologies Inc. $DELL

Key Points

• Diversify Wealth Management LLC initiated a new position in Dell Technologies during the first quarter, buying 5,701 shares worth about $936,000.
• Dell is drawing attention for its booming AI server business, with analysts citing record demand, a growing backlog, and Nvidia-related partnerships as key growth drivers.
• Despite recent volatility and insider selling, Wall Street remains broadly positive: analyst price targets cluster around $477 to $550, with a consensus target of about $492.76.

Diversify Wealth Management LLC acquired a new position in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 5,701 shares of the technology company's stock, valued at approximately $936,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DELL. Bell Investment Advisors Inc lifted its holdings in shares of Dell Technologies by 19.3% during the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company's stock valued at $53,000 after purchasing an additional 52 shares in the last quarter. Raleigh Capital Management Inc. raised its holdings in Dell Technologies by 6.9% during the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company's stock worth $171,000 after buying an additional 67 shares during the period. Equitable Trust Co. raised its holdings in Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company's stock worth $411,000 after buying an additional 71 shares during the period. Lindenwold Advisors INC lifted its stake in Dell Technologies by 1.0% in the third quarter. Lindenwold Advisors INC now owns 9,185 shares of the technology company's stock valued at $1,302,000 after buying an additional 87 shares in the last quarter. Finally, Ancora Advisors LLC boosted its holdings in shares of Dell Technologies by 18.6% in the third quarter. Ancora Advisors LLC now owns 556 shares of the technology company's stock valued at $79,000 after buying an additional 87 shares during the period. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Analysts and market watchers continue to highlight Dell’s booming AI server business, noting record demand, a growing backlog, and Nvidia-related partnerships that support the company’s long-term growth story. Tech Corner: DELL's Booming AI Server Business
• Positive Sentiment: Wall Street remains broadly constructive, with recent price targets clustered around $477 to $550 and a median target of $500, suggesting many analysts still see meaningful upside from current levels. IBM or Dell? Bernstein Picks the Better Stock after IBM’s Earnings Warning
• Neutral Sentiment: Recent coverage says Dell’s stock has stalled since hitting record highs in May, reflecting a market that is waiting for confirmation that AI revenue growth can keep justifying the premium valuation. Dell stock has stalled since May: will it pop or crash?
• Neutral Sentiment: IBD and other market lists continue to include DELL as a leading tech stock, indicating the shares still have strong momentum characteristics despite the recent pullback. IBD Live Q&A Summary, Stock Lists For Thursday, July 16, 2026
• Negative Sentiment: AI hardware stocks sold off broadly as investors worried about overcapacity and whether the AI trade has become too crowded, dragging Dell lower with peers like Super Micro and other chip-related names. The Chip-Stock Slide Isn't Over. The AI Trade Is Still Under Pressure.
• Negative Sentiment: Investors also appear to be reacting to heavy insider and related selling, which can reinforce concerns that much of Dell’s AI-driven rally may already be priced in. Investors Think Memory Maybe Peaking, says Top Evercore Analyst as DELL Stock Tanks 14%

Insider Activity

In related news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the transaction, the director owned 43,961 shares in the company, valued at approximately $19,938,071.94. This trade represents a 44.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the business's stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $396.37, for a total value of $6,611,055.23. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. Company insiders own 41.50% of the company's stock.

Analysts Set New Price Targets

DELL has been the topic of a number of research analyst reports. Morgan Stanley raised their price objective on shares of Dell Technologies from $448.00 to $477.00 and gave the stock an "equal weight" rating in a report on Tuesday, June 23rd. Roth Capital began coverage on Dell Technologies in a report on Friday, May 29th. They set a "buy" rating for the company. Zacks Research upgraded Dell Technologies from a "hold" rating to a "strong-buy" rating in a report on Tuesday, April 21st. Sanford C. Bernstein increased their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock an "outperform" rating in a report on Friday, May 29th. Finally, Loop Capital lifted their target price on Dell Technologies from $150.00 to $550.00 and gave the company a "buy" rating in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $492.76.

Dell Technologies Trading Down 5.2%

NYSE:DELL opened at $391.41 on Friday. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a fifty day simple moving average of $369.95 and a 200 day simple moving average of $227.49. The stock has a market capitalization of $253.68 billion, a PE ratio of 31.09, a P/E/G ratio of 0.88 and a beta of 1.31.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company's quarterly revenue was up 87.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.55 earnings per share. 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 analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal 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 issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies's dividend payout ratio is presently 20.02%.

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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