Silvercrest Asset Management Group Adds $1M in Dell Technologies Inc. ($DELL)
Silvercrest Asset Management boosts its Dell Technologies position by 3.09%, adding 3,505 shares.
Key Points
- Silvercrest Asset Management increased its stake in Dell Technologies by 3.09%, adding 3,505 shares to total 117,042 shares, valued at $49.1 million.
- Dell Technologies has a market cap of $265.4 billion and a P/E ratio of 32.58, with a 52-week high of $469.47.
- Insider sales included 20,000 shares by General Counsel Richard Rothberg on June 15, 2026, while analysts maintain a 'buy' consensus with a target mean price of $483.83.
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Silvercrest Asset Management Group has increased its investment in Dell Technologies Inc. (NYSE:DELL), according to its latest Form 13F filing with the SEC. The firm boosted its holdings by 3.09%, adding 3,505 shares to bring its total to 117,042 shares, valued at approximately $49.1 million as of the reporting period.
Silvercrest Asset Management Group vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Silvercrest's Dell Technologies Position
Silvercrest Asset Management Group added 3,505 shares of Dell Technologies, raising its stake by 3.09% to a total of 117,042 shares. This increase, reflected in the recent filing, is a sign of continued confidence in Dell, with the position valued at about $49.1 million.
Other Institutional Activity in Dell Technologies
BlackRock, Inc. reduced its Dell holdings by 514,877 shares, leaving it with 24,749,402 shares worth approximately $4.06 billion. Vanguard Capital Management LLC initiated a position, acquiring 19,436,711 shares valued at around $3.19 billion. Bank of America Corp increased its stake by 1,011,101 shares, ending with 14,394,835 shares valued at about $2.36 billion. State Street Corp trimmed its holdings by 375,583 shares, resulting in 14,340,415 shares worth $2.35 billion. Invesco Ltd. added 1,613,660 shares, bringing its total to 8,914,668 shares valued at $1.46 billion.
Dell Technologies Inc. Stock Down 7.4%
Shares of Dell Technologies traded around $419.32. The company has a market cap of $265.4 billion, with a P/E ratio of 32.58 and a forward P/E of 19.36. Dell's stock has ranged between $110.22 and $469.47 over the past 52 weeks, with a 50-day moving average of $282.33 and a 200-day moving average of $173.61. The beta is 1.378, indicating higher volatility compared to the market.
$DELL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Dell Technologies reported revenue of $134 billion, showing a growth rate of 0.88%. The company achieved a net margin of 6.28% and an EPS of $12.57. The next earnings report is expected on September 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
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Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 upgrades, 12 target raises.
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Earnings quality
Gross margin down 3.4 points. Operating margin up 3.4 points. Positive free cash flow.
Earnings Call Summary
Dell had a strong quarter with record revenue of twenty nine point eight billion dollars, up nineteen percent, driven by exceptional AI server demand. They shipped eight point two billion dollars in AI servers and have an eleven point seven billion dollar backlog. Management expects margins to improve in the second half as the AI business scales and traditional server and storage mix improves, while operating expenses continue declining.
Guidance Dell raised full year revenue guidance to one hundred seven billion dollars, up twelve percent. They now expect AI server shipments of twenty billion dollars for the year, up five billion from prior guidance. Third quarter revenue should reach twenty seven billion dollars, up eleven percent. They expect full year earnings per share of nine dollars and fifty five cents, up seventeen percent.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Dell Technologies offers an annual dividend rate of $2.52, yielding 0.62% with a payout ratio of 17.57%.
Insider Buying and Selling at Dell Technologies Inc.
Recent insider transactions include Richard Rothberg, General Counsel & Secretary, selling 20,000 shares at $410 per share on June 15, 2026. Jane Tunnell, Chief Marketing Officer, sold 5,879 shares at $395.57 on the same day. Silver Lake Technology Investors V, L.P. sold 345 shares at an average price of $403.11 on June 12, 2026. Notably, SL SPV-2, L.P. bought 50,725 shares on June 12, 2026.
Analysts Set New Price Targets
On June 1, 2026, Goldman Sachs, Mizuho, and Bernstein all maintained their 'buy' ratings with a price target of $500. Morgan Stanley upgraded its rating to 'hold' with a target of $448. Barclays maintained a 'buy' rating with a $550 target, and JP Morgan and B of A Securities also kept their 'buy' ratings with $500 targets. The consensus among 23 analysts is a 'buy', with a target mean price of $483.83.
About Dell Technologies
Dell Technologies Inc. is a major player in the technology sector, focusing on computer hardware. The company provides a wide range of solutions and services through its Infrastructure Solutions Group and Client Solutions Group. Headquartered in Round Rock, Texas, Dell Technologies is led by CEO Michael Saul Dell and employs approximately 97,000 people worldwide. The company serves various sectors, including businesses, government agencies, and educational institutions.
Bottom Line
Silvercrest Asset Management's increased stake in Dell Technologies reflects ongoing interest in the company's growth potential. While the 13F filing is backward-looking and may not represent current positions, it provides insight into institutional sentiment. Dell's strong market position and recent analyst endorsements suggest continued investor interest.
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