Silvercrest Asset Management Group Adds $1M in Dell Technologies Inc. ($DELL)

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.

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 Stock Snapshot

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.

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.

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.