Franklin Resources Inc. raised its stake in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 541.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,996,557 shares of the technology company's stock after purchasing an additional 1,685,529 shares during the quarter. Franklin Resources Inc. owned 0.30% of Dell Technologies worth $283,052,000 as of its most recent filing with the SEC.
Several other hedge funds have also made changes to their positions in the stock. Winnow Wealth LLC bought a new position in Dell Technologies during the second quarter valued at about $25,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the 2nd quarter worth approximately $28,000. Johnson Financial Group Inc. increased its position in shares of Dell Technologies by 66.2% during the second quarter. Johnson Financial Group Inc. now owns 251 shares of the technology company's stock valued at $31,000 after purchasing an additional 100 shares during the period. WealthCollab LLC raised its stake in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company's stock valued at $31,000 after purchasing an additional 114 shares in the last quarter. Finally, State of Wyoming bought a new position in Dell Technologies in the second quarter worth $33,000. Institutional investors own 76.37% of the company's stock.
Insiders Place Their Bets
In other Dell Technologies news, insider Jennifer D. Saavedra sold 10,200 shares of the company's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the transaction, the insider directly owned 252,715 shares in the company, valued at approximately $36,643,675. This represents a 3.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the sale, the director owned 65,662 shares of the company's stock, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,174,964 shares of company stock valued at $173,923,497. 42.00% of the stock is currently owned by insiders.
Dell Technologies Price Performance
DELL opened at $149.85 on Friday. The stock has a market capitalization of $99.31 billion, a P/E ratio of 17.18, a price-to-earnings-growth ratio of 0.69 and a beta of 0.97. The company's 50 day simple moving average is $124.73 and its 200-day simple moving average is $132.74. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $168.08.
Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings data 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 during the quarter, compared to analysts' expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. Dell Technologies's revenue was up 39.5% on a year-over-year basis. During the same quarter 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. As a group, analysts anticipate that Dell Technologies Inc. will post 6.93 EPS for the current year.
Dell Technologies Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a $0.63 dividend. The ex-dividend date is 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 yield of 1.7%. Dell Technologies's dividend payout ratio is 24.08%.
Analyst Upgrades and Downgrades
Several brokerages have issued reports on DELL. The Goldman Sachs Group began coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They issued a "buy" rating and a $165.00 price target on the stock. Raymond James Financial raised their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an "outperform" rating in a report on Friday, February 27th. Morgan Stanley upped their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an "underweight" rating in a research note on Friday, February 27th. Mizuho increased their price target on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an "outperform" rating in a research report on Friday, February 27th. Finally, Citigroup cut their price target on shares of Dell Technologies from $165.00 to $160.00 and set a "buy" rating for the company in a research note on Tuesday, February 17th. Sixteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Dell Technologies currently has a consensus rating of "Moderate Buy" and an average price target of $163.28.
Read Our Latest Stock Analysis on DELL
Trending Headlines about Dell Technologies
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Q4 beat and AI backlog: Dell’s recent quarter topped revenue and EPS estimates and coverage highlights a multi‑billion AI/server backlog that underpins near‑term revenue visibility and investor excitement. Dell, IBD Stock Of The Day, Buoyed By 'Texas-Size AI Backlog'
- Positive Sentiment: Dividend hike: Dell raised its quarterly dividend by 20% (to $0.63), signaling management confidence and increasing yield for income-focused investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
- Positive Sentiment: Strategic AI positioning: CEO Michael Dell is publicly partnering with the U.S. Department of Energy on national AI infrastructure build‑out — a credibility boost for Dell’s role in large public/private AI projects. Dell and DOE Partner on Building AI Infrastructure
- Positive Sentiment: Analyst & institutional demand: Multiple outlets note price‑target increases, mutual‑fund/institutional buying, and continued buy ratings that support near‑term technical momentum. MarketBeat Coverage and Analyst Notes
- Neutral Sentiment: Sector noise: Broad tech weakness this afternoon is pressuring names across the board; Dell benefits from AI tailwinds but isn’t immune to sector swings. Sector Update: Tech Stocks Retreat in Afternoon Trading
- Neutral Sentiment: Market commentary keeps DELL in screens: Zacks and other investment idea pieces highlight Dell among AI infrastructure plays — supportive for visibility but not a single catalyst. The Zacks Analyst Blog — Dell Featured
- Negative Sentiment: Large insider selling: Significant recent sales by director Ellen Kullman (~150k shares, ~$21.8M) and other insider disposals raise short‑term supply concerns and can weigh on sentiment. Ellen Kullman SEC Filing — Insider Sale
- Negative Sentiment: Margin pressure risk: Coverage points to rising component/DRAM costs and a richer AI‑server mix that could compress hardware gross margins even as revenue grows — a key reason for recent profit‑taking. Margin Worries Report — QuiverQuant
Dell Technologies Company Profile
(
Free Report)
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.
Further Reading
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