Heritage Trust Co Makes New $2.60 Million Investment in Dell Technologies Inc. $DELL

Heritage Trust Co acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 20,634 shares of the technology company’s stock, valued at approximately $2,597,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of DELL. Navalign LLC acquired a new stake in Dell Technologies during the fourth quarter valued at approximately $29,000. WealthCollab LLC boosted its holdings in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the period. iA Global Asset Management Inc. bought a new stake in Dell Technologies in the 4th quarter valued at $32,000. State of Wyoming bought a new stake in Dell Technologies in the 2nd quarter valued at $33,000. Finally, Smithfield Trust Co boosted its holdings in Dell Technologies by 92.9% in the 4th quarter. Smithfield Trust Co now owns 328 shares of the technology company’s stock valued at $41,000 after purchasing an additional 158 shares during the period. Institutional investors own 76.37% of the company’s stock.

Insider Activity

In other news, CAO Richard Troy Sharp sold 1,538 shares of the company’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the sale, the chief accounting officer directly owned 8,030 shares in the company, valued at $1,198,557.80. This represents a 16.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This represents a 86.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 3,071,687 shares of company stock valued at $501,560,818. 41.50% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on DELL. Wells Fargo & Company increased their price target on shares of Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a report on Friday. Susquehanna set a $289.00 target price on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday. TD Cowen increased their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research report on Friday. William Blair assumed coverage on shares of Dell Technologies in a research report on Monday. They issued a “neutral” rating for the company. Finally, Citigroup assumed coverage on shares of Dell Technologies in a research report on Monday. They issued an “outperform” rating for the company. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and an average target price of $461.71.

Dell Technologies Stock Performance

Shares of DELL opened at $466.44 on Tuesday. Dell Technologies Inc. has a twelve month low of $106.38 and a twelve month high of $469.47. The firm’s 50 day moving average price is $223.02 and its two-hundred day moving average price is $161.80. The firm has a market cap of $301.20 billion, a P/E ratio of 37.05, a PEG ratio of 1.55 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.55 earnings per share. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, sell-side analysts anticipate that Dell Technologies Inc. will post 12.21 earnings per share for the current fiscal year.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s latest quarterly results showed surging revenue and profit, with management raising guidance and highlighting booming demand for AI servers; investors view this as evidence that Dell is becoming a major AI infrastructure winner. Dell unveils $699 XPS 13 laptop in challenge to Apple’s MacBook Neo
• Positive Sentiment: Multiple analysts raised price targets sharply after the earnings beat, including major firms setting targets around the $500 level, reinforcing the bullish case that Dell still has room to run. Dell Technologies had its price target raised by The Goldman Sachs Group, Inc. from $230.00 to $500.00
• Positive Sentiment: The company also unveiled a new $699 XPS 13 laptop to challenge Apple’s MacBook Neo, adding a consumer-facing growth story alongside its stronger enterprise and AI server momentum. Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop
• Positive Sentiment: News that Nvidia is pushing into PCs with chips expected to appear in Dell systems further boosted sentiment around Dell’s role in the next wave of AI PCs and hardware refresh cycles. Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
• Neutral Sentiment: Commentary from Jim Cramer and other market watchers has added to the stock’s visibility, but these pieces mainly reflect momentum rather than new fundamentals. Jim Cramer Is Furious That He “Missed” Dell (DELL)
• Negative Sentiment: After such a steep run-up, some analysts and investors are warning that Dell’s valuation may already be pricing in a lot of future growth, which could make the stock more vulnerable to pullbacks. Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD
• Negative Sentiment: Heavy insider selling noted in recent disclosures may create some caution for investors, even though it has not yet derailed the bullish AI narrative. Dell Technologies Stock (DELL) Opinions on Nvidia AI Chip Launch and Earnings Beat

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.