N10 Wealth LLC Buys New Shares in Dell Technologies Inc. $DELL

N10 Wealth LLC bought a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, Holdings Channel reports. The firm bought 2,160 shares of the technology company’s stock, valued at approximately $1,162,000.

A number of other hedge funds have also recently made changes to their positions in the stock. Bank of America Corp DE increased its position in Dell Technologies by 7.6% during the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after buying an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after acquiring an additional 1,474,347 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Dell Technologies by 3.0% in the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after acquiring an additional 27,668 shares during the last quarter. Swiss National Bank increased its holdings in shares of Dell Technologies by 4.7% during the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock valued at $152,806,000 after acquiring an additional 41,700 shares in the last quarter. Finally, Amundi increased its holdings in shares of Dell Technologies by 5.8% during the first quarter. Amundi now owns 845,709 shares of the technology company’s stock valued at $138,806,000 after acquiring an additional 46,240 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Down 11.6%

Shares of Dell Technologies stock traded down $66.54 on Wednesday, reaching $505.93. The company’s stock had a trading volume of 7,173,602 shares, compared to its average volume of 8,250,752. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The firm’s fifty day simple moving average is $513.10 and its two-hundred day simple moving average is $388.45. The company has a market capitalization of $321.68 billion, a price-to-earnings ratio of 29.33, a P/E/G ratio of 0.60 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The firm had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the prior year, the company posted $1.70 earnings per share. The company’s quarterly revenue was up 57.7% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, research analysts predict that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be given a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. Dell Technologies’s payout ratio is 14.63%.

Insider Activity

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 83,006 shares of the company’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the transaction, the director owned 73,185 shares in the company, valued at approximately $37,861,527.90. This represents a 53.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. The trade was a 58.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,697,272 shares of company stock worth $920,162,797 in the last 90 days. Company insiders own 41.50% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on DELL. Wells Fargo & Company upped their price target on shares of Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. The Goldman Sachs Group restated a “buy” rating on shares of Dell Technologies in a research note on Friday, October 9th. US Capital Advisors set a $625.00 target price on shares of Dell Technologies in a report on Wednesday, September 2nd. Cantor Fitzgerald began coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They issued an “overweight” rating for the company. Finally, Morgan Stanley upped their target price on shares of Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a research note on Monday, September 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $569.96.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell is partnering with Honeywell and NVIDIA on Forge Cognition, an agentic AI and simulation platform for buildings, campuses and industrial operations. The initiative demonstrates Dell’s infrastructure role in emerging “physical AI” applications. Honeywell Technologies launches Forge Cognition with NVIDIA and Dell Technologies
• Positive Sentiment: Dell and Accenture have expanded their AI alliance through the Accenture Dell Business Group, which will combine Dell infrastructure and Accenture services for private and agentic AI deployments in industries such as financial services, life sciences and manufacturing. Dell expands its enterprise AI push with a new business group
• Neutral Sentiment: CEO Michael Dell said semiconductor supply could remain tight through 2030 because new fabrication capacity takes years to build. Sustained demand would support Dell’s AI-server opportunity, although supply constraints could also limit deliveries or pressure costs.
• Negative Sentiment: Barclays downgraded Dell, Hewlett Packard Enterprise and NetApp to Equal Weight from Overweight and reduced Dell’s price target to $574. Analyst Tim Long argued that valuations have risen too far and that there is not yet a meaningful enterprise-AI growth inflection. Barclays downgrades Dell stock after sharp rally
• Negative Sentiment: Investors are also weighing potential margin pressure from Dell’s shift toward AI-optimized servers, higher component costs and profit-taking after the stock’s substantial year-to-date advance. Reported insider selling adds to the market’s cautious tone, although such transactions may reflect planned liquidity or diversification rather than a change in business outlook.

About Dell Technologies

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.