Envestnet Portfolio Solutions Inc. Has $5.82 Million Stock Position in Dell Technologies Inc. $DELL

Envestnet Portfolio Solutions Inc. increased its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 200.9% in the 4th quarter, HoldingsChannel reports. The firm owned 46,242 shares of the technology company’s stock after acquiring an additional 30,872 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Dell Technologies were worth $5,821,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. grew its stake in Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp increased its stake in Dell Technologies by 2.5% in the third quarter. State Street Corp now owns 14,450,258 shares of the technology company’s stock valued at $2,048,613,000 after purchasing an additional 350,941 shares in the last quarter. Invesco Ltd. increased its stake in Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. Ameriprise Financial Inc. increased its stake in Dell Technologies by 19.9% in the third quarter. Ameriprise Financial Inc. now owns 3,840,921 shares of the technology company’s stock valued at $544,670,000 after purchasing an additional 637,189 shares in the last quarter. Finally, Wellington Management Group LLP increased its stake in Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Bank of America says Dell is likely to beat Wall Street estimates on both revenue and earnings next week and raise its full-year guidance, driven by sustained AI server demand, stronger PC trends, and improving infrastructure solutions revenue. The firm reiterated its Buy rating and lifted its price target to $280 from $246. Dell set to deliver beat and raise for Q1, says Bank of America
• Positive Sentiment: Multiple articles highlighted Dell’s strong earnings surprise history and a favorable setup for another quarterly beat, reinforcing expectations that the upcoming report could again exceed estimates. Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Dell unveiled new storage, AI server, and cyber resilience products at its tech event, underscoring its push to capitalize on enterprise AI spending and data-center refresh demand. Dell announces PowerStore Elite storage platform, unveils 18th generation of PowerEdge servers
• Positive Sentiment: Coverage also emphasized Dell’s expanding AI ecosystem and partnerships, including a tighter tie-up with Nvidia and momentum in on-premises agentic AI, which supports the bullish long-term growth narrative. Dell Becomes OpenAI’s On-Prem Channel For Frontier Models

Dell Technologies Trading Up 3.3%

Shares of DELL stock opened at $243.00 on Thursday. The stock has a market capitalization of $156.92 billion, a P/E ratio of 27.87, a PEG ratio of 0.89 and a beta of 0.99. The firm’s 50 day moving average is $194.00 and its 200 day moving average is $151.57. Dell Technologies Inc. has a 12 month low of $106.38 and a 12 month high of $263.99.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 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 analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. Dell Technologies’s revenue was up 39.5% compared to the same quarter last year. During the same period in the prior year, the company posted $2.68 EPS. 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 predict that Dell Technologies Inc. will post 11.87 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st were issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is presently 28.90%.

Insider Transactions at Dell Technologies

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,571,688 shares of company stock valued at $576,654,105 in the last ninety days. Insiders own 42.00% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on DELL shares. Weiss Ratings raised Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Wolfe Research started coverage on Dell Technologies in a research report on Thursday, April 9th. They set a “peer perform” rating on the stock. Daiwa Securities Group upped their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Mizuho raised their price target on shares of Dell Technologies from $215.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, May 6th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $280.00 price target on shares of Dell Technologies in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $203.42.

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.