11,647 Shares in Dell Technologies Inc. $DELL Acquired by Neville Rodie & Shaw Inc.

Neville Rodie & Shaw Inc. purchased a new stake in Dell Technologies Inc. (NYSE:DELL) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 11,647 shares of the technology company’s stock, valued at approximately $1,466,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Phoenix Financial Ltd. grew its stake in shares of Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after acquiring an additional 16,488 shares in the last quarter. Stonegate Investment Group LLC raised its stake in Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after purchasing an additional 410,271 shares in the last quarter. Commerzbank Aktiengesellschaft FI boosted its holdings in Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after purchasing an additional 16,711 shares during the period. Providence Capital Advisors LLC bought a new stake in Dell Technologies in the 3rd quarter valued at about $7,060,000. Finally, Allspring Global Investments Holdings LLC grew its position in shares of Dell Technologies by 4.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after purchasing an additional 12,695 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on DELL. Mizuho lifted their price target on shares of Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Evercore reissued an “outperform” rating and set a $160.00 price target on shares of Dell Technologies in a research report on Thursday, February 19th. Wall Street Zen raised Dell Technologies from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, The Goldman Sachs Group started coverage on Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price on the stock. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $163.28.

Insider Buying and Selling at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 237,431 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $154.40, for a total transaction of $36,659,346.40. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jennifer D. Saavedra sold 10,200 shares of Dell Technologies stock in a transaction on Monday, March 9th. The stock was sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the transaction, the insider owned 252,715 shares in the company, valued at approximately $36,643,675. This trade represents a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,512,388 shares of company stock valued at $225,864,078 in the last quarter. 42.00% of the stock is currently owned by corporate insiders.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Renewed AI infrastructure momentum — Coverage highlights large enterprise AI orders/backlog and new AI product pushes (including announcements around GTC with NVIDIA) that support a multi‑year growth story for AI servers and services. This is the main catalyst behind investor enthusiasm. Article Title
• Positive Sentiment: Strong underlying results and guidance — Analysts and reports point to Dell’s record FY revenue, large AI-optimized server backlog, raised capital return (dividend hike and added buyback authorization) and management’s FY27 AI revenue target (~$50B), which underpin bullish analyst views and higher price targets. Article Title
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer publicly called DELL a buy, adding to retail interest and positive sentiment around the company’s positioning in enterprise AI. Article Title
• Neutral Sentiment: Mixed execution narrative — Dell is simultaneously reshaping costs (facility consolidation, hiring limits) and investing in AI voice/infrastructure partnerships; near‑term efficiency moves may help margins but create execution and timing uncertainty. Article Title
• Negative Sentiment: Significant insider selling — Filings show large share sales by director entities (IV (GP) L.L.C. and V (GP) L.L.C.) totaling many millions of dollars of stock sold in mid‑March, which investors often view as a negative signal on near‑term insider conviction. SEC Filing
• Negative Sentiment: Workforce reductions called out in multiple reports — Dell trimmed roughly 10% of its workforce (reported ~11,000 roles) as part of multi‑year cost actions; while this can boost near‑term margins, it signals persistent cost pressures and restructuring risk. Article Title

Dell Technologies Stock Up 5.1%

NYSE DELL opened at $156.84 on Friday. The company has a market cap of $103.93 billion, a price-to-earnings ratio of 17.99, a price-to-earnings-growth ratio of 0.70 and a beta of 0.97. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The business’s fifty day moving average is $127.79 and its 200 day moving average is $133.54.

Dell Technologies (NYSE:DELL) last posted its 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. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period last year, the company earned $2.68 earnings per share. The business’s quarterly revenue was up 39.5% on a year-over-year basis. 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. On average, research analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.6%. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

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.