Karras Company Inc. Acquires New Stake in Dell Technologies Inc. $DELL

Karras Company Inc. acquired a new stake in Dell Technologies Inc. (NYSE:DELL) in the fourth quarter, Holdings Channel reports. The firm acquired 2,032 shares of the technology company’s stock, valued at approximately $256,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wellington Management Group LLP boosted its position in shares of Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Invesco Ltd. boosted its position in shares of Dell Technologies by 82.3% during the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock worth $688,315,000 after purchasing an additional 2,191,317 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of Dell Technologies by 541.9% during the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after purchasing an additional 1,685,529 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of Dell Technologies by 4.5% during the 4th 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 in the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of Dell Technologies by 628.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,374,078 shares of the technology company’s stock worth $168,462,000 after purchasing an additional 1,185,454 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analysts expect Dell to beat fiscal first-quarter estimates, with upbeat revisions and higher price targets adding to the stock’s rally ahead of earnings on May 28. Dell stock rallies as analysts show love ahead of Q1 earnings
• Positive Sentiment: AI demand remains a major catalyst, with Dell’s server backlog and revenue targets pointing to strong growth in enterprise and hyperscale AI infrastructure. Dell’s AI Data Center Expansion Gains Pace: What Lies Ahead?
• Positive Sentiment: The shares hit a fresh record and 52-week high as investors continue to re-rate Dell higher on the strength of its AI story ahead of earnings. Dell Stock Surges to Fresh Record Ahead of Earnings Next Week
• Positive Sentiment: Heavy call-option activity suggests traders are positioning for more upside into the earnings report. Dell Technologies Stock Hits 52-Week High – Here’s Why
• Neutral Sentiment: Dell also announced that an Infrastructure Solutions Group executive will present at a June investor conference, keeping the company in focus with investors but not changing near-term fundamentals. Dell Technologies to Present at Investor Conference in June
• Neutral Sentiment: Most of the recent coverage is centered on upcoming earnings and AI momentum, so the stock’s move is still largely driven by expectations rather than confirmed results. Dell Stock Leads the S&P 500 Today. Next Week’s Earnings Could Send It Higher.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Daiwa Securities Group increased their price objective on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Mizuho increased their price objective on shares of Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 6th. Raymond James Financial increased their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Citigroup increased their price objective on shares of Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a research report on Tuesday, April 21st. Finally, Truist Financial assumed coverage on shares of Dell Technologies in a research report on Tuesday, March 31st. They set a “hold” rating and a $170.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $211.32.

Insider Activity at Dell Technologies

In other news, CFO David Alan Kennedy sold 19,500 shares of the firm’s stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the completion of the sale, the chief financial officer owned 183,097 shares in the company, valued at $33,420,695.41. This trade represents a 9.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Richard Troy Sharp sold 1,538 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the transaction, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at approximately $1,198,557.80. This trade represents a 16.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 3,571,688 shares of company stock worth $576,654,105 over the last 90 days. Corporate insiders own 42.00% of the company’s stock.

Dell Technologies Stock Performance

NYSE:DELL opened at $294.97 on Friday. The firm has a market cap of $190.48 billion, a price-to-earnings ratio of 33.83, a price-to-earnings-growth ratio of 0.95 and a beta of 0.99. Dell Technologies Inc. has a 52 week low of $106.38 and a 52 week high of $298.32. The firm has a 50-day moving average price of $199.13 and a two-hundred day moving average price of $153.21.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same quarter last year, the business 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. As a group, sell-side analysts forecast that Dell Technologies Inc. will post 11.87 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

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.