$1,480,000 of DELL TECHNOLOGIES INC lobbying was just disclosed, from Q4 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Issues relating to domestic and international corporate tax; H.R. 1, One Big Beautiful Bill Act and issues related to Section 163(j) and implementation of R&D; H.R. 1990/S.1639, American Innovation and R&D Competitiveness Act of 2025; implementation of 2017 Tax Cuts and Jobs Act (P.L. No. 115-97). Issues relating to DOD technology enhancements and modernization, DOD procurement and service contract requirements, and funding for DOD IT programs, including cybersecurity, artificial intelligence (AI), 5G, and cloud computing programs; issues relating to annual National Defense Authorization Act; implementation of Pub. L. No. 118-31, James M. Inhofe National Defense Authorization Act for Fiscal Year 2024. Issues related to critical minerals (no specific legislation). Issues relating to patent litigation and processes, protecting and modernizing intellectual property rights, and USPTO policies and operations; issues relating to "PREVAIL" Act (Senate and House), Patent Eligibility Restoration Act of 2023, and Advancing Americas Interests Act (118th Congress); S.708/H.R. 1574, the RESTORE Patent Rights Act of 2025. Issues relating to increasing access to technology, connectivity, and STEM education programs (no specific legislation). Issues relating to efficient government operations, procurement practices, and IT modernization (no specific legislation). Issues relating to supply chain security, information technology programs, cybersecurity procurement, data breach notification, and cybersecurity resiliency (no specific legislation). Issues relating to artificial intelligence, semiconductor supply chain requirements, telecom infrastructure, data privacy protections, cloud computing, emerging technology, and the National Institute of Standards and Technology (NIST) and cryptographic module validation program: H.R. 3447/S. 1705, the Chip Security Act; S.Amdt.3505 to S.2296, GAIN AI Act; implementation of National Defense Authorization Act for Fiscal Year 2021 (CHIPS Act); issues related to right-to-repair (no specific legislation). Issues regarding international trade, trade agreements (specifically USMCA), tariffs, export controls and licensing, AI Diffusion, and supply chain: H.R. 3447/S. 1705, the Chip Security Act. Issues regarding regulation and reporting of carbon emissions, grid infrastructure modernization, IT energy efficiency requirements, and circular economy (no specific legislation)."
You can find more data on corporate lobbying on Quiver Quantitative.
DELL Congressional Stock Trading
Members of Congress have traded $DELL stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 12/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
DELL Insider Trading Activity
DELL insiders have traded $DELL stock on the open market 370 times in the past 6 months. Of those trades, 0 have been purchases and 370 have been sales.
Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:
- MICHAEL S DELL (Chief Executive Officer) sold 6,253,968 shares for an estimated $1,000,053,260
- V (GP), L.L.C. SLTA has made 0 purchases and 179 sales selling 4,907,871 shares for an estimated $686,357,692.
- IV (GP), L.L.C. SLTA has made 0 purchases and 179 sales selling 4,907,871 shares for an estimated $686,357,692.
- WILLIAM D GREEN has made 0 purchases and 5 sales selling 252,736 shares for an estimated $37,095,260.
- ELLEN JAMISON KULLMAN sold 79,806 shares for an estimated $12,255,009
- EGON DURBAN sold 71,000 shares for an estimated $9,806,520
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 2 sales selling 6,617 shares for an estimated $1,003,335.
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 2 sales selling 1,450 shares for an estimated $193,647.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
DELL Hedge Fund Activity
We have seen 745 institutional investors add shares of DELL stock to their portfolio, and 553 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC removed 6,556,053 shares (-88.0%) from their portfolio in Q3 2025, for an estimated $929,451,633
- WELLINGTON MANAGEMENT GROUP LLP added 2,937,137 shares (+4279.1%) to their portfolio in Q3 2025, for an estimated $416,397,912
- INVESCO LTD. added 2,191,317 shares (+82.3%) to their portfolio in Q3 2025, for an estimated $310,663,011
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,181,331 shares (+84.7%) to their portfolio in Q3 2025, for an estimated $309,247,295
- FRANKLIN RESOURCES INC added 1,685,529 shares (+541.9%) to their portfolio in Q3 2025, for an estimated $238,957,446
- FMR LLC removed 1,590,639 shares (-30.3%) from their portfolio in Q3 2025, for an estimated $225,504,891
- GHISALLO CAPITAL MANAGEMENT LLC removed 1,500,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $212,655,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
DELL Analyst Ratings
Wall Street analysts have issued reports on $DELL in the last several months. We have seen 11 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/20/2026
- Morgan Stanley issued a "Underweight" rating on 01/20/2026
- Barclays issued a "Overweight" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 11/26/2025
- B of A Securities issued a "Buy" rating on 11/26/2025
- JP Morgan issued a "Overweight" rating on 11/17/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
To track analyst ratings and price targets for DELL, check out Quiver Quantitative's $DELL forecast page.
DELL Price Targets
Multiple analysts have issued price targets for $DELL recently. We have seen 14 analysts offer price targets for $DELL in the last 6 months, with a median target of $166.0.
Here are some recent targets:
- Asiya Merchant from Citigroup set a target price of $165.0 on 01/20/2026
- Erik Woodring from Morgan Stanley set a target price of $111.0 on 01/20/2026
- Tim Long from Barclays set a target price of $148.0 on 01/15/2026
- Michael Ng from Goldman Sachs set a target price of $165.0 on 01/14/2026
- Vijay Rakesh from Mizuho set a target price of $175.0 on 11/26/2025
- David Vogt from UBS set a target price of $167.0 on 11/26/2025
- Wamsi Mohan from B of A Securities set a target price of $163.0 on 11/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
