Wellington Management Group LLP Has $1.09 Billion Stake in Dell Technologies Inc. $DELL

Key Points

• Wellington Management increased its Dell stake by 140.1% in the second quarter, adding 1.47 million shares to own 2.53 million shares worth approximately $1.09 billion. Institutional investors collectively hold 76.37% of Dell’s outstanding stock.
• Analyst sentiment remains positive: Dell has a “Moderate Buy” consensus rating and an average price target of $485.24, supported by strong AI-server demand and a reported $51.3 billion backlog. However, tariff, capacity and margin pressures could create downside risk.
• Insiders have been selling shares heavily, with 3.44 million shares sold over the past quarter for roughly $1.45 billion. Dell’s latest quarterly results substantially exceeded estimates, with $4.86 EPS and $43.84 billion in revenue, while the stock opened at $455.22.

Wellington Management Group LLP raised its stake in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 140.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,526,987 shares of the technology company's stock after buying an additional 1,474,347 shares during the period. Wellington Management Group LLP owned 0.39% of Dell Technologies worth $1,090,294,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted 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 worth $347,000 after acquiring an additional 901 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Dell Technologies in the second quarter valued at approximately $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies in the second quarter worth $809,000. Gamco Investors INC. ET AL boosted its holdings in shares of Dell Technologies by 30.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company's stock worth $819,000 after buying an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC grew its stake in Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company's stock valued at $7,112,000 after buying an additional 34,538 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company's stock.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value 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 represents a 44.23% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the firm's stock in a transaction dated 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 transaction, the director directly owned 67,990 shares of the company's stock, valued at $30,836,184.60. The trade was a 50.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 3,436,780 shares of company stock worth $1,449,756,744. Corporate insiders own 41.50% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on DELL shares. Roth Capital started coverage on shares of Dell Technologies in a report on Friday, May 29th. They issued a "buy" rating on the stock. Mizuho raised their price target on Dell Technologies from $435.00 to $500.00 and gave the company an "outperform" rating in a research report on Monday, June 1st. The Goldman Sachs Group lifted their price objective on Dell Technologies from $230.00 to $500.00 and gave the stock a "buy" rating in a research note on Monday, June 1st. JPMorgan Chase & Co. boosted their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock an "overweight" rating in a research report on Friday, May 29th. Finally, Royal Bank Of Canada began coverage on Dell Technologies in a research note on Friday, May 29th. They set an "outperform" rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $485.24.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: AI demand is driving bullish expectations. Dell reportedly has a record $51.3 billion AI-server backlog, while continued data-center investment is supporting Infrastructure Solutions Group growth. Analysts expect roughly $44 billion-$45 billion in quarterly revenue and more than 100% year-over-year EPS growth. Dell AI Server Backlog
• Positive Sentiment: Recent execution supports investor optimism. Dell’s prior quarter substantially exceeded consensus estimates, and analysts see potential for another earnings beat and raised outlook. The stock has also shown relative strength and remains close to its recent high. Dell Prior Earnings Beat
• Neutral Sentiment: Large post-earnings volatility is expected. Options-market pricing indicates traders anticipate a meaningful move following the earnings release. This could benefit the stock if results exceed elevated expectations, but it also raises downside risk if guidance disappoints. Expected Dell Earnings Move
• Negative Sentiment: Tariff concerns are weighing on the shares. Possible semiconductor tariffs affecting servers and PCs have prompted caution because higher component costs could pressure demand and profitability. Dell Tariff Concerns
• Negative Sentiment: Capacity and margin risks remain. Dell may be unable to build AI servers quickly enough, while supply constraints, pricing pressure and the relatively low margins of high-volume server sales could limit the earnings benefit from strong demand. Dell Server Capacity Risks

Dell Technologies Trading Down 3.6%

Shares of DELL stock opened at $455.22 on Friday. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $514.00. The company has a market capitalization of $295.03 billion, a P/E ratio of 36.16, a P/E/G ratio of 0.98 and a beta of 1.33. The stock has a 50 day moving average of $432.75 and a two-hundred day moving average of $296.29.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to analysts' expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies's quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the business posted $1.55 earnings per share. Sell-side analysts predict that Dell Technologies Inc. will post 18.32 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were paid a dividend of $0.63 per share. The ex-dividend date was Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies's payout ratio is currently 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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