KBC Group NV Increases Holdings in Dell Technologies Inc. $DELL

KBC Group NV lifted its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 5.1% during the first quarter, HoldingsChannel reports. The firm owned 344,717 shares of the technology company’s stock after purchasing an additional 16,596 shares during the quarter. KBC Group NV’s holdings in Dell Technologies were worth $56,578,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Brighton Jones LLC boosted its stake in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after acquiring an additional 901 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Dell Technologies in the 2nd quarter worth approximately $328,000. Marshall Wace LLP purchased a new position in Dell Technologies in the second quarter valued at approximately $809,000. Gamco Investors INC. ET AL lifted its stake in Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after purchasing an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC grew its holdings in Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after purchasing an additional 34,538 shares during the period. 76.37% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the completion of the sale, the director owned 67,990 shares in the company, valued at approximately $30,836,184.60. This trade represents a 50.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the business’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $15,814,486.26. Following the transaction, the director directly owned 43,961 shares of the company’s stock, valued at $19,938,071.94. The trade was a 44.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. 41.50% of the stock is currently owned by insiders.

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $381.91 on Tuesday. The firm has a fifty day moving average price of $375.38 and a two-hundred day moving average price of $231.18. The company has a market cap of $247.52 billion, a price-to-earnings ratio of 30.33, a PEG ratio of 0.85 and a beta of 1.31. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate 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 firm 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 firm posted $1.55 earnings per share. The business’s quarterly revenue was up 87.5% on a year-over-year basis. 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 research analysts expect that Dell Technologies Inc. will post 17.77 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is currently 20.02%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on DELL. Truist Financial boosted their target price on Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a research note on Friday, May 29th. JPMorgan Chase & Co. increased their price target on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Wells Fargo & Company lifted their price objective on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. CLSA raised shares of Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Finally, Citic Securities increased their target price on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $492.76.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell continues to be highlighted as an AI beneficiary, with articles pointing to demand for AI PCs, servers, and data-center upgrades as long-term growth drivers. Lenovo vs. Dell: Which AI PC Stock Is the Better Buy Now?
• Positive Sentiment: Dell also received a boost from news that Scale AI and Dell signed an MOU to support Qatar’s digital future and AI capabilities, reinforcing its positioning in AI infrastructure. Scale AI and Dell Technologies sign MoU…
• Neutral Sentiment: Several market-commentary pieces kept Dell in focus as a trending stock and among founder-led companies viewed as innovative and long-term growth oriented. Dell Technologies Inc. (DELL) Is a Trending Stock…
• Neutral Sentiment: Other articles were mostly comparative or commentary pieces, including a Dell-vs-Lenovo AI PC debate and broader tech-stock roundups, which add attention but do not provide a direct catalyst. Lenovo vs. Dell: Which AI PC Stock Is the Better Buy Now?
• Negative Sentiment: The main near-term pressure appears to be simple profit-taking after Dell’s strong 2026 rally, with headlines noting the stock has sold off recently even though it remains sharply higher for the year. Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff

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.