United Capital Management of KS Inc. Acquires New Position in Dell Technologies Inc. $DELL

United Capital Management of KS Inc. bought a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,138 shares of the technology company’s stock, valued at approximately $728,000.

Several other institutional investors have also modified their holdings of the company. Vanguard Group Inc. increased its stake in Dell Technologies by 3.3% in the 3rd quarter. Vanguard Group Inc. now owns 30,085,610 shares of the technology company’s stock valued at $4,265,237,000 after purchasing an additional 964,080 shares in the last quarter. State Street Corp boosted its position in Dell Technologies by 2.1% during the second quarter. State Street Corp now owns 14,099,317 shares of the technology company’s stock worth $1,728,576,000 after purchasing an additional 292,167 shares in the last quarter. Boston Partners increased its position in shares of Dell Technologies by 15.0% in the second quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock valued at $725,586,000 after buying an additional 771,966 shares in the last quarter. Norges Bank acquired a new position in shares of Dell Technologies during the 2nd quarter worth $528,279,000. Finally, Ameriprise Financial Inc. grew its stake in Dell Technologies by 37.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,203,732 shares of the technology company’s stock valued at $392,802,000 after acquiring an additional 867,071 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Record Q4 results and bullish guidance — Dell reported record earnings and revenue, with strong AI-server demand, upside to revenue and EPS, and FY27 guidance that points to sizable AI revenue growth; this is the primary positive catalyst. Dell Earnings Highlight AI Server Growth Capital Returns And Edge Expansion
• Positive Sentiment: Capital returns expanded — company boosted its dividend and enlarged its buyback program, returning cash to shareholders after a surge in free cash flow. That supports valuation and shareholder yield arguments. Dell Earnings Highlight AI Server Growth Capital Returns And Edge Expansion
• Positive Sentiment: Infrastructure momentum — ISG (servers/storage) posted record revenue with AI server revenues and a large backlog (~$43B), and management projects ~ $50B in AI revenue next year, underpinning growth expectations. Dell’s ISG Revenue Growth Strengthens: Will the Momentum Continue?
• Positive Sentiment: Product and edge expansion — Dell launched the rugged PowerEdge XR9700 for edge/5G AI use cases and highlighted AI-focused acquisitions and partnerships, signaling TAM expansion beyond traditional data centers. Dell’s Rugged PowerEdge XR9700 Targets Edge AI And 5G Growth
• Neutral Sentiment: Industry recognition — Dell appears among leaders in data-center solution analyst reports (alongside Broadcom, HPE), reinforcing its competitive position in AI-ready infrastructure but offering more strategic than immediate stock-moving news. Data Center Solutions Company Evaluation Report 2025
• Neutral Sentiment: Positive media/analyst commentary — outlets and commentators (Zacks, Seeking Alpha, Jim Cramer, MarketBeat) highlight Dell’s margin improvement, cash flow and momentum, which can support multiple expansion over time. Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
• Negative Sentiment: Large director stock sales — filings show Director V (Gp) L.L.C. sold hundreds of thousands of shares in early March, a material insider divestment that can pressure near-term supply/demand and investor sentiment. SEC Filing: Director Share Sales

Insider Buying and Selling

In related news, Director Egon Durban sold 71,000 shares of Dell Technologies stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the completion of the sale, the director owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 277,567 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $149.43, for a total transaction of $41,476,836.81. Following the completion of the sale, the director directly owned 796 shares in the company, valued at $118,946.28. This represents a 99.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 571,001 shares of company stock valued at $84,899,807. 42.00% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Morgan Stanley lifted their price objective on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Raymond James Financial boosted their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Mizuho lifted their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Finally, Piper Sandler dropped their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Sixteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $162.17.

Dell Technologies Trading Down 0.5%

NYSE DELL opened at $146.40 on Friday. The stock has a market cap of $97.02 billion, a P/E ratio of 16.79, a PEG ratio of 0.67 and a beta of 0.97. The company’s fifty day simple moving average is $122.78 and its 200-day simple moving average is $132.22. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $168.08.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the previous year, the firm posted $2.68 EPS. The firm’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. On average, research analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is currently 24.08%.

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.