Principal Financial Group Inc. Boosts Holdings in Dell Technologies Inc. $DELL

Principal Financial Group Inc. raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 2.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 331,206 shares of the technology company’s stock after purchasing an additional 8,361 shares during the period. Principal Financial Group Inc.’s holdings in Dell Technologies were worth $41,692,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in DELL. Phoenix Financial Ltd. boosted its position 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 worth $4,923,000 after acquiring an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC boosted its position in shares of Dell Technologies by 24,493.8% in the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after acquiring an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI boosted its position in shares of Dell Technologies by 637.3% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after acquiring an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC acquired a new stake in shares of Dell Technologies in the third quarter worth approximately $7,060,000. Finally, Campbell Capital Management Inc. boosted its position in shares of Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after acquiring an additional 20,362 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Stock Up 13.0%

Shares of DELL stock opened at $260.18 on Friday. The stock has a market cap of $168.01 billion, a price-to-earnings ratio of 29.84, a price-to-earnings-growth ratio of 0.94 and a beta of 0.99. The firm’s 50 day moving average price is $175.62 and its two-hundred day moving average price is $146.04. Dell Technologies Inc. has a fifty-two week low of $95.64 and a fifty-two week high of $263.99.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter last year, the firm posted $2.68 earnings per share. 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, 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 disclosed a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were paid a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Tuesday, April 21st. Dell Technologies’s payout ratio is 28.90%.

More Dell Technologies News

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

• Positive Sentiment: Jim Cramer spotlighted Dell as a core AI infrastructure winner, emphasizing that its servers are central to the AI buildout. Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
• Positive Sentiment: Dell was named alongside Nvidia in a new TotalEnergies supercomputer project in France, reinforcing its role in large-scale AI and high-performance computing deployments. TotalEnergies inks deal with Nvidia and Dell to build supercomputer in Pau, France
• Positive Sentiment: Analysts and market commentary continue to frame Dell as an undervalued AI infrastructure name, with expectations that upcoming earnings could extend momentum. Why Is Dell Technologies Stock (DELL) Rising Today, 5/8/26?
• Neutral Sentiment: Brokerage sentiment remains constructive, with Dell receiving an average “Moderate Buy” rating, supporting the stock’s bullish narrative. Dell Technologies Inc. Given Average Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Some recent coverage noted Dell’s prior pullback after strong gains, and investors may be watching for valuation risk or any disappointment in upcoming earnings. Why Dell Technologies (DELL) Dipped More Than Broader Market Today

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Raymond James Financial raised their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Piper Sandler reduced their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Wolfe Research initiated coverage on shares of Dell Technologies in a research report on Thursday, April 9th. They set a “peer perform” rating on the stock. Finally, JPMorgan Chase & Co. lifted their price target on shares of Dell Technologies from $165.00 to $205.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $186.84.

Insider Activity at Dell Technologies

In other news, CFO David Alan Kennedy sold 19,500 shares of Dell Technologies stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the sale, the chief financial officer owned 183,097 shares in the company, valued at $33,420,695.41. This trade represents a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the sale, the insider owned 21,779 shares in the company, valued at $3,593,535. This represents a 86.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is currently owned by corporate insiders.

About Dell Technologies

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.