Kestra Private Wealth Services LLC Grows Stock Holdings in Dell Technologies Inc. $DELL

Key Points

• Kestra Private Wealth Services boosted its stake in Dell by 169.5%, adding 6,827 shares to hold 10,854 shares worth about $1.366 million at quarter-end.
• Dell topped quarterly expectations with $3.89 EPS vs. $3.53 expected and revenue of $33.38 billion (up 39.5% year-over-year), and it provided FY2027 guidance of 12.900 EPS.
• Analysts are lifting targets and sentiment—multiple firms raised price targets (Goldman, Citigroup, Evercore among them) and the Street is increasingly bullish on Dell as a “downstream” AI-server beneficiary.

Kestra Private Wealth Services LLC lifted its position in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 169.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,854 shares of the technology company's stock after buying an additional 6,827 shares during the quarter. Kestra Private Wealth Services LLC's holdings in Dell Technologies were worth $1,366,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. WealthCollab LLC lifted its stake in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company's stock worth $31,000 after purchasing an additional 114 shares in the last quarter. Red Tortoise LLC purchased a new stake in Dell Technologies in the 3rd quarter worth $36,000. State of Wyoming purchased a new stake in Dell Technologies in the 2nd quarter worth $33,000. Westside Investment Management Inc. lifted its stake in Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company's stock worth $43,000 after purchasing an additional 78 shares in the last quarter. Finally, J.Safra Asset Management Corp purchased a new stake in Dell Technologies in the 3rd quarter worth $43,000. Hedge funds and other institutional investors own 76.37% of the company's stock.

Dell Technologies Trading Up 0.6%

Shares of NYSE:DELL opened at $210.23 on Friday. The company has a market capitalization of $135.76 billion, a price-to-earnings ratio of 24.11, a PEG ratio of 0.85 and a beta of 0.99. Dell Technologies Inc. has a 12 month low of $92.53 and a 12 month high of $221.50. The firm's 50-day moving average is $169.13 and its 200 day moving average is $144.50.

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

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.2%. The ex-dividend date was Tuesday, April 21st. This is a positive change from Dell Technologies's previous quarterly dividend of $0.53. Dell Technologies's payout ratio is currently 28.90%.

Analysts Set New Price Targets

Several analysts have commented on the stock. Wall Street Zen upgraded shares of Dell Technologies from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 21st. Barclays boosted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an "overweight" rating in a research note on Friday, February 27th. Citigroup boosted their price target on shares of Dell Technologies from $180.00 to $235.00 and gave the stock a "buy" rating in a research note on Tuesday, April 21st. Mizuho boosted their price target on shares of Dell Technologies from $180.00 to $215.00 and gave the stock an "outperform" rating in a research note on Monday, April 6th. Finally, Evercore upped their target price on shares of Dell Technologies from $205.00 to $240.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $184.47.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell led AI-server peers in April, gaining the most of the group as investors reward exposure to agentic/AI server demand — a direct driver of revenue and margin outlook. Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
• Positive Sentiment: Goldman Sachs raised its price target on DELL to $230 (from $215), signaling stronger analyst conviction and providing fresh catalyst for buy-side flows. Goldman Sachs Lifts Dell Technologies Price Target to $230 From $215
• Positive Sentiment: Trust3 AI expanded a strategic partnership with Dell to deliver a secure, governed AI-ready data lakehouse — a commercial tie-up that supports pipeline growth for Dell’s data center and software offerings. Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed AI-Ready Data Lakehouse Infrastructure
• Positive Sentiment: Portfolio managers and commentators are highlighting Dell as a “downstream winner” from the latest AI cycle, reinforcing the idea that non-chip hardware and systems companies can capture durable demand. The downstream winners of the AI trade's latest phase
• Positive Sentiment: Street commentary noted a new street-high price target on Dell as analysts bet agentic AI will sustain momentum into 2027, which can support multiple expansion. Dell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?
• Neutral Sentiment: Short-term market coverage notes DELL outpaced the broader market on recent sessions (momentum ahead of earnings), but trading volume remains below average — highlighting possible concentration of gains in sentiment-driven flows. Why Dell Technologies (DELL) Outpaced the Stock Market Today
• Neutral Sentiment: Peer upgrades (e.g., Bank of America lifting HPE) underline sector-wide bullishness on the next AI phase; positive for sentiment but increases competitive visibility for Dell. Bank of America Lifts Hewlett Packard Enterprise (HPE) Target

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company's stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Ellen Jamison Kullman sold 150,346 shares of the company's stock in a transaction dated 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 completion of the transaction, the director owned 65,662 shares in the company, valued at $9,529,526.06. This represents a 69.60% 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 90 days. Insiders own 42.00% of the company's stock.

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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