1,777 Shares in Dell Technologies Inc. $DELL Bought by Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,777 shares of the technology company’s stock, valued at approximately $292,000.

Several other institutional investors also recently bought and sold shares of the stock. Demars Financial Group LLC grew its position in Dell Technologies by 114.9% during the 1st quarter. Demars Financial Group LLC now owns 9,527 shares of the technology company’s stock worth $1,564,000 after acquiring an additional 5,093 shares during the last quarter. Austin Asset Management Co Inc increased its stake in shares of Dell Technologies by 14.3% in the first quarter. Austin Asset Management Co Inc now owns 17,772 shares of the technology company’s stock worth $2,917,000 after buying an additional 2,222 shares during the period. Frank Rimerman Advisors LLC raised its holdings in Dell Technologies by 14.3% during the 1st quarter. Frank Rimerman Advisors LLC now owns 8,406 shares of the technology company’s stock valued at $1,380,000 after buying an additional 1,053 shares during the last quarter. Axxcess Wealth Management LLC increased its position in shares of Dell Technologies by 74.7% in the first quarter. Axxcess Wealth Management LLC now owns 8,901 shares of the technology company’s stock valued at $1,461,000 after acquiring an additional 3,807 shares during the period. Finally, Childress Capital Advisors LLC bought a new position in shares of Dell Technologies during the first quarter valued at about $304,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on DELL. CLSA upgraded Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Royal Bank Of Canada started coverage on Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating on the stock. Mizuho lifted their price target on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a report on Monday, June 1st. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a report on Monday, June 1st. Finally, Morgan Stanley boosted their price target on shares of Dell Technologies from $448.00 to $477.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $492.76.

Insiders Place Their Bets

In other news, Director Silver Lake Partners V. De (Aiv sold 36,982 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $410.52, for a total value of $15,181,850.64. Following the sale, the director directly owned 14,901 shares of the company’s stock, valued at approximately $6,117,158.52. This represents a 71.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Silver Lake Partners Iv, L.P. sold 72,766 shares of Dell Technologies stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $410.52, for a total value of $29,871,898.32. Following the completion of the transaction, the director directly owned 23,084 shares of the company’s stock, valued at approximately $9,476,443.68. This represents a 75.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 4,055,405 shares of company stock valued at $1,471,039,891. Company insiders own 41.50% of the company’s stock.

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $431.97 on Thursday. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The firm has a market cap of $279.96 billion, a price-to-earnings ratio of 34.31, a PEG ratio of 0.89 and a beta of 1.31. The company has a 50-day moving average of $344.59 and a 200 day moving average of $214.76.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data 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. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the prior year, the company earned $1.55 earnings per share. The business’s revenue was up 87.5% compared to the same quarter last year. 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, equities analysts anticipate that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. The ex-dividend date is 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 presently 20.02%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Evercore reportedly raised its price target on Dell Technologies (DELL) on stronger AI demand expectations, reinforcing the market’s view that Dell’s AI server business still has room to grow. Dell Technologies in spotlight as Evercore ups price target on AI prospects
• Positive Sentiment: Recent trading chatter and a “power inflow” signal point to strong buying pressure in DELL, with traders betting on continued momentum in the stock. Dell Shares Rise 4% After Key Trading Signal
• Positive Sentiment: Media attention around President Trump repeatedly urging Americans to “buy Dell” has added to the stock’s visibility and helped fuel momentum in DELL. Dell Stock Jumps After Trump Urges Americans to ‘Buy Dell Computers’
• Neutral Sentiment: Multiple disclosures showed large equity sales by Silver Lake-related directors at about $410.52 per share, which may raise questions about insider sentiment but do not necessarily change Dell’s operating outlook. SEC filing
• Negative Sentiment: The insider selling is sizable, with several directors cutting positions by more than 60%, which could weigh on investor confidence in Dell Technologies (DELL) even amid the bullish AI narrative. SEC filing
• Negative Sentiment: Separately, a July 6 filing changed Dell’s bylaws to tighten shareholder proposal requirements, which some investors may view as reducing governance influence. Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?

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.