Manning & Napier Advisors LLC Invests $17.04 Million in Dell Technologies Inc. $DELL

Manning & Napier Advisors LLC acquired a new stake in Dell Technologies Inc. (NYSE:DELL) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 39,499 shares of the technology company’s stock, valued at approximately $17,042,000.

Other large investors have also recently added to or reduced their stakes in the company. ProShare Advisors LLC grew its stake in Dell Technologies by 10.5% in the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after purchasing an additional 7,642 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $23,332,000. Plato Investment Management Ltd bought a new position in shares of Dell Technologies in the second quarter valued at $5,913,000. Gabelli Funds LLC increased its holdings in Dell Technologies by 49.0% during the first quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock worth $7,565,000 after buying an additional 15,150 shares during the last quarter. Finally, MUFG Securities EMEA plc lifted its stake in Dell Technologies by 112.9% in the fourth quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company’s stock valued at $1,555,000 after acquiring an additional 6,553 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analysts believe Dell’s upcoming earnings report could exceed already-high expectations. The company’s shares have risen about 235% this year, reflecting strong demand for AI servers and data-center equipment, with some analysts still seeing potential for further gains. Dell’s stock is up 235% this year — and earnings could propel it even higher, analysts say
• Positive Sentiment: Dell is being identified as a major beneficiary of the AI data-center spending boom. Its servers, rack-scale systems, networking products and cooling solutions position the company to capture continued infrastructure investment. Buy These 3 Pure-Play Server Stocks to Benefit From AI Data Center Boom
• Positive Sentiment: Dell’s expanded five-year partnership between its Alienware brand and esports organization Team Liquid may strengthen the company’s AI and high-performance-computing narrative. The collaboration provides real-world testing, product-development and content opportunities across gaming and training facilities. Is Dell Using Esports To Quietly Reposition Its AI Infrastructure Narrative?
• Neutral Sentiment: Recent commentary points to growing revenue from customers building data centers, a favorable mix shift for Dell. However, investors are awaiting a significant update, leaving the stock particularly sensitive to its earnings outlook and execution. Should You Buy Dell Stock Before the Huge Investor Update?
• Neutral Sentiment: Zacks characterizes Dell as a strong momentum stock and notes bullish Wall Street views, but these assessments largely reinforce existing sentiment rather than provide a new fundamental catalyst. Here’s Why Dell Technologies Is a Strong Momentum Stock
• Negative Sentiment: News that Taiwanese prosecutors indicted employees linked to alleged illegal AI-server exports to China pressured AI-server stocks, including Dell. Although the allegations involve Super Micro Computer rather than Dell, the episode raises broader concerns about supply-chain controls, export compliance and regulatory risk across the sector. Super Micro Sinks 7% as Taiwan Indicts Employees Over Illegal AI Server Exports to China, Dell Slips

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on DELL shares. William Blair assumed coverage on Dell Technologies in a report on Monday, June 1st. They set a “neutral” rating for the company. CLSA raised Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Roth Capital began coverage on shares of Dell Technologies in a report on Friday, May 29th. They issued a “buy” rating on the stock. Morgan Stanley lifted their target price on shares of Dell Technologies from $430.00 to $434.00 and gave the stock an “equal weight” rating in a report on Monday. Finally, Susquehanna set a $289.00 price objective on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $496.90.

Insider Activity at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the transaction, the director owned 24,287 shares in the company, valued at approximately $11,123,203.13. This trade represents a 88.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. This trade represents a 82.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,434,758 shares of company stock valued at $1,448,870,683 over the last 90 days. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies Stock Down 2.1%

NYSE DELL opened at $432.58 on Tuesday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $514.00. The firm has a 50-day moving average price of $428.79 and a two-hundred day moving average price of $287.92. The company has a market capitalization of $280.36 billion, a P/E ratio of 34.36, a P/E/G ratio of 0.92 and a beta of 1.33.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) 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 negative return on equity of 366.90% and a net margin of 6.28%.The firm’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Equities analysts expect that Dell Technologies Inc. will post 18.17 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s dividend payout ratio is currently 20.02%.

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.