Swedbank AB Has $25.89 Million Holdings in Dell Technologies Inc. $DELL

Swedbank AB lessened its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 68.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 205,684 shares of the technology company’s stock after selling 440,289 shares during the quarter. Swedbank AB’s holdings in Dell Technologies were worth $25,892,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. WealthCollab LLC increased its position in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares during the last quarter. State of Wyoming acquired a new position in Dell Technologies during the second quarter worth approximately $33,000. J.Safra Asset Management Corp bought a new position in shares of Dell Technologies during the third quarter worth approximately $43,000. Westside Investment Management Inc. lifted its holdings in Dell Technologies by 35.8% during the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the last quarter. Finally, Cullen Frost Bankers Inc. lifted its holdings in Dell Technologies by 48.4% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 316 shares of the technology company’s stock worth $45,000 after purchasing an additional 103 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Stock Down 3.7%

Shares of NYSE:DELL opened at $229.97 on Friday. The firm has a market cap of $148.50 billion, a P/E ratio of 26.37, a P/E/G ratio of 0.97 and a beta of 0.99. Dell Technologies Inc. has a 12-month low of $95.64 and a 12-month high of $239.45. The business has a fifty day simple moving average of $175.62 and a 200 day simple moving average of $146.04.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same period last year, the company posted $2.68 EPS. The business’s quarterly revenue was up 39.5% on a year-over-year basis. 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, equities research analysts expect that Dell Technologies Inc. will post 11.9 EPS for the current year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were given a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.1%. Dell Technologies’s dividend payout ratio is 28.90%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell won a material AI infrastructure order as part of TotalEnergies’ Pangea 5 supercomputer project — a validation of Dell’s AI servers and systems and a potential multi‑year revenue stream in high-margin AI hardware. TotalEnergies inks deal with Nvidia and Dell to build supercomputer in Pau, France
• Positive Sentiment: An analyst at Mizuho raised Dell’s price target from $215 to $260 and kept an outperform rating — a sign of continued buy-side confidence and upside to current consensus expectations. Mizuho raises price target
• Positive Sentiment: Unusually large call-option buying was reported earlier in the week, indicating speculative/bullish positioning by some investors ahead of AI-related catalysts and earnings momentum.
• Neutral Sentiment: The company’s board approved a move of legal domicile from Delaware to Texas — a governance/legal change that is largely procedural but may have long-term corporate-law implications investors will watch. Dell changing legal home to Texas
• Negative Sentiment: News of a very large, multi‑year performance award to COO Jeff Clarke ($132M–$154M reported across sources) raised governance and dilution concerns for some investors and likely contributed to short-term selling pressure. Dell grants COO Jeff Clarke performance award
• Negative Sentiment: Market commentary and trading notes point to profit-taking after a very strong run (large YTD gains); that technical unwind — combined with the headlines above — explains the intraday pullback. Why Dell dipped more than broader market today

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 21st. Mizuho upped their target price on Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday. Raymond James Financial upped their target price on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Finally, Barclays raised their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $186.84.

Insider Activity

In other news, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 3,571,688 shares of company stock valued at $576,654,105. Corporate insiders own 42.00% of the company’s stock.

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.