Dell Technologies Inc. $DELL Shares Bought by Red Door Wealth Management LLC

04 Apr 2026, 10:58 by Kim Johansen · The Markets Daily

Red Door Wealth Management LLC raised its position in Dell Technologies Inc. (NYSE:DELL – Free Report) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 103,076 shares of the technology company’s stock after buying an additional 4,495 shares during the period. Dell Technologies comprises 1.4% of Red Door Wealth Management LLC’s investment portfolio, making the stock its 17th biggest position. Red Door Wealth Management LLC’s holdings in Dell Technologies were worth $12,975,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies in the 2nd quarter valued at about $28,000. WealthCollab LLC boosted 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 purchasing an additional 114 shares in the last quarter. State of Wyoming acquired a new stake in Dell Technologies in the second quarter valued at approximately $33,000. Red Tortoise LLC purchased a new stake in shares of Dell Technologies in the third quarter valued at approximately $36,000. Finally, Caldwell Trust Co acquired a new position in shares of Dell Technologies during the 2nd quarter worth approximately $42,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 459,999 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $162.25, for a total transaction of $74,634,837.75. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CMO Jane Tunnell sold 28,529 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total value of $4,350,957.79. Following the completion of the sale, the chief marketing officer directly owned 53,373 shares of the company’s stock, valued at approximately $8,139,916.23. This represents a 34.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,595,522 shares of company stock worth $403,091,708 in the last 90 days. 42.00% of the stock is owned by insiders.

Dell Technologies Stock Performance

Shares of DELL opened at $174.06 on Friday. The stock has a 50 day moving average price of $139.42 and a 200 day moving average price of $137.10. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $186.39. The stock has a market capitalization of $112.40 billion, a price-to-earnings ratio of 19.96, a PEG ratio of 0.71 and a beta of 0.88.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its 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 company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the previous year, the company 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, analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current 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 given a dividend of $0.63 per share. The ex-dividend date is Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Key Stories Impacting Dell Technologies

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

Positive Sentiment: AI-driven server demand: Reports say Dell’s AI/server business is surging (servers up ~350%), fueling huge order flow and helping push the stock higher as investors price in stronger revenue and margin prospects. Dell Stock Jumps — It Rides AI Wave, Servers Soar 350%
Positive Sentiment: Momentum + valuation case: Multiple analyses highlight a 1‑month move (~20%) and YTD gains, arguing the rally is supported by continued AI tailwinds and an attractive valuation relative to expected earnings growth. Assessing Dell Technologies (DELL) Valuation After Strong Multi Year Shareholder Returns
Positive Sentiment: Analyst and buy-case coverage: Several outlets (Zacks, The Motley Fool, Seeking Alpha) point to a rising backlog, surging GPU/cloud orders and a low forward multiple, positioning DELL as a buy for AI infrastructure exposure. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
Positive Sentiment: Large enterprise win: Dell landed a multi-year private cloud deal with the London Stock Exchange Group, underscoring Dell’s strength in regulated, on‑premises AI/multi-cloud deployments and providing a recurring-revenue, blue‑chip reference. Dell Lands London Stock Exchange Cloud Role With Long-Term Investor Implications
Positive Sentiment: Institutional attention: Truist initiated coverage recently, which can increase analyst focus and institutional flows into DELL shares. Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
Neutral Sentiment: Management continuity: Profiles on CFO David Kennedy highlight deep institutional knowledge and stability in the finance team — supportive for execution but not a catalyst by itself. Dell’s CFO built a 27-year career without leaving the company. Here’s how he kept moving up
Neutral Sentiment: Product and channel news: Brand/product roundups (e.g., best Dell laptops) and partner program recognitions bolster market positioning but have limited immediate impact on enterprise/server revenue. The Best Dell Laptops for 2026 Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
Negative Sentiment: Macro/industry risk — layoffs and reorgs: Broader reports of tech layoffs as firms reallocate to AI create short‑term demand uncertainty for some product lines and could pressure services/PC spend in parts of the market. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. dropped their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Piper Sandler reduced 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. The Goldman Sachs Group initiated coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price objective on the stock. Barclays lifted their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Finally, Citigroup cut their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and an average price target of $166.89.

Read Our Latest Analysis on DELL

About Dell Technologies

(Free Report)

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.