Relyea Zuckerberg Hanson LLC Acquires Shares of 1,388 Dell Technologies Inc. $DELL

Relyea Zuckerberg Hanson LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,388 shares of the technology company’s stock, valued at approximately $228,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Equitable Trust Co. increased its holdings in Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after purchasing an additional 71 shares in the last quarter. Roman Butler Fullerton & Co. bought a new position in shares of Dell Technologies in the first quarter valued at approximately $333,000. Ibex Wealth Advisors bought a new position in shares of Dell Technologies in the first quarter valued at approximately $482,000. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in shares of Dell Technologies during the first quarter valued at approximately $292,000. Finally, Demars Financial Group LLC grew its holdings in Dell Technologies by 114.9% during the first quarter. Demars Financial Group LLC now owns 9,527 shares of the technology company’s stock worth $1,564,000 after buying an additional 5,093 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: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Wall Street Analyst Weigh In

Several brokerages have weighed in on DELL. JPMorgan Chase & Co. raised their price objective on Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. TD Cowen upped their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Finally, Raymond James Financial downgraded shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Price Performance

NYSE:DELL traded down $15.08 on Friday, reaching $435.14. 5,136,180 shares of the company’s stock were exchanged, compared to its average volume of 7,311,403. The firm has a market cap of $282.02 billion, a price-to-earnings ratio of 34.56, a P/E/G ratio of 0.93 and a beta of 1.31. The stock has a fifty day simple moving average of $354.07 and a 200-day simple moving average of $218.57. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the prior year, the company posted $1.55 EPS. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. 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, sell-side analysts predict that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s payout ratio is presently 20.02%.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 37,003 shares of the firm’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $427.15, for a total value of $15,805,831.45. Following the completion of the transaction, the director owned 29,840 shares in the company, valued at $12,746,156. This trade represents a 55.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lynn Vojvodich Radakovich sold 12,022 shares of Dell Technologies stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $421.00, for a total value of $5,061,262.00. Following the transaction, the director directly owned 25,267 shares of the company’s stock, valued at $10,637,407. The trade was a 32.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 4,228,357 shares of company stock worth $1,544,916,338 in the last three months. 41.50% of the stock is currently owned by corporate insiders.

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.