Plato Investment Management Ltd Buys Shares of 13,784 Dell Technologies Inc. $DELL

Plato Investment Management Ltd purchased a new position in Dell Technologies Inc. (NYSE:DELL) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 13,784 shares of the technology company’s stock, valued at approximately $5,913,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DELL. First Community Trust NA lifted its stake in Dell Technologies by 74.2% in the second quarter. First Community Trust NA now owns 364 shares of the technology company’s stock valued at $157,000 after buying an additional 155 shares during the period. Ballast Inc. bought a new stake in shares of Dell Technologies in the 2nd quarter valued at about $633,000. Regent Peak Wealth Advisors LLC acquired a new stake in shares of Dell Technologies in the 2nd quarter valued at approximately $334,000. Accel Wealth Management boosted its stake in Dell Technologies by 2.8% during the 2nd quarter. Accel Wealth Management now owns 1,421 shares of the technology company’s stock worth $613,000 after acquiring an additional 39 shares during the last quarter. Finally, Whitener Capital Management Inc. acquired a new position in Dell Technologies during the second quarter valued at approximately $225,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

NYSE:DELL opened at $491.67 on Monday. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $514.00. The company has a market cap of $318.66 billion, a P/E ratio of 39.05, a P/E/G ratio of 1.03 and a beta of 1.33. The stock’s 50-day simple moving average is $421.83 and its 200 day simple moving average is $273.89.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business’s revenue was up 87.5% compared to the same quarter last year. During the same period last 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. As a group, equities analysts predict that Dell Technologies Inc. will post 18.17 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were paid a $0.63 dividend. The ex-dividend date of this dividend was Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.

Dell Technologies News Summary

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

• Positive Sentiment: Wells Fargo raised its Dell price target to $545 from $505, citing strong AI hardware demand and recent earnings evidence that infrastructure spending remains robust. The upgrade supports the bullish case for Dell Technologies (DELL). Earnings Prove AI Hardware Demand Is Strong. That’s Good News for Dell Stock.
• Positive Sentiment: Strong results from Lenovo and Super Micro Computer reinforced expectations for sustained AI-server demand. Lenovo reportedly expanded its AI-server pipeline to approximately $54 billion, while Super Micro highlighted a record backlog, benefiting Dell as a major server supplier. Dell Rallies After Lenovo’s AI Server Pipeline Hits $54 Billion
• Positive Sentiment: Analysts and market commentary continue to point to Dell’s AI-infrastructure positioning, data-center growth and reported $43 billion backlog as support for future results. Dell’s latest quarterly report also significantly exceeded consensus estimates, providing momentum heading into its next earnings report, scheduled for September 3. 3 AI Infrastructure Stocks Powering the Data Center Boom in August
• Neutral Sentiment: Articles note that Dell has nearly quadrupled in 2026 and recently reached a record high. The rally confirms strong investor enthusiasm but also raises the question of whether much of the AI-growth outlook is already reflected in the stock. Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?
• Negative Sentiment: Profit-taking and valuation concerns may be weighing on the shares after the unusually large advance. Dell trades at a relatively elevated earnings multiple, making the stock more sensitive to any slowdown in AI orders, margin pressure or disappointing guidance.
• Negative Sentiment: The U.S. announcement of a 100% tariff on Chinese drone technology could increase geopolitical and supply-chain uncertainty for technology companies, although the direct impact on Dell’s core server business is unclear. U.S. Announces 100% Tariff on Chinese Drone Technology

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Weiss Ratings restated a “buy (b)” rating on shares of Dell Technologies in a research report on Wednesday. HSBC upgraded Dell Technologies to a “buy” rating in a report on Friday, May 29th. Loop Capital boosted their price objective on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $494.33.

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the sale, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 3,434,758 shares of company stock worth $1,448,870,683. 41.50% of the stock is owned by corporate insiders.

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.