1,755 Dell Technologies Inc. $DELL Shares Purchased by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC grew its holdings in Dell Technologies Inc. (NYSE:DELL) by 161.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,844 shares of the technology company’s stock after purchasing an additional 1,755 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Dell Technologies were worth $1,530,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Noble Wealth Management PBC boosted its holdings in Dell Technologies by 113.6% in the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after purchasing an additional 25 shares during the last quarter. Cornerstone Financial Management LLC grew its stake in shares of Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after buying an additional 23 shares in the last quarter. Premier Financial Group purchased a new stake in Dell Technologies during the second quarter worth about $34,000. Byrne Asset Management LLC purchased a new stake in Dell Technologies during the 2nd quarter worth approximately $38,000. Finally, Atwood & Palmer Inc. increased its position in shares of Dell Technologies by 860.0% during the second quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock worth $41,000 after acquiring an additional 86 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the transaction, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. This represents a 58.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the stock in a transaction dated Thursday, September 3rd. The stock was 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. The trade was a 53.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,819,650 shares of company stock valued at $991,183,596 over the last quarter. Insiders own 41.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Mizuho upped their target price on shares of Dell Technologies from $600.00 to $650.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 6th. Royal Bank Of Canada assumed coverage on Dell Technologies in a research note on Thursday, September 10th. They set an “outperform” rating and a $640.00 price target on the stock. US Capital Advisors set a $625.00 price objective on shares of Dell Technologies in a research note on Wednesday, September 2nd. Melius Research boosted their target price on Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Finally, Wells Fargo & Company increased their price target on shares of Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $569.96.

Dell Technologies Stock Down 10.9%

Dell Technologies stock opened at $423.63 on Friday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The firm has a market capitalization of $269.35 billion, a PE ratio of 24.59, a P/E/G ratio of 0.49 and a beta of 1.37. The firm’s 50-day simple moving average is $513.74 and its 200 day simple moving average is $330.29.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The business had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company’s revenue was up 57.7% on a year-over-year basis. During the same period last year, the company posted $1.70 EPS. 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. On average, research analysts expect that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th were paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, October 20th. Dell Technologies’s payout ratio is presently 14.63%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s AI infrastructure business remains a key long-term support. Recent coverage highlighted accelerating storage growth, a reported $95 billion backlog and rising earnings estimates, while expanded AI security and cyber-resilience capabilities could strengthen its position against Cisco and Hewlett Packard Enterprise. Everpure vs. Dell: Which Data Storage Stock Is the Better Buy Now? DELL Expands AI Security Capabilities
• Neutral Sentiment: One report characterized Dell as a founder-led technology company with potential for continued innovation and global growth, but it does not introduce a new catalyst for the current session. Founder-Led Giants Redefining Technology and Global Market Growth
• Neutral Sentiment: A filing-related report said an account associated with Donald Trump sold as much as $1 million of Dell stock, despite his public comments encouraging purchases. The transaction may attract attention but is small relative to Dell’s market value and does not change the company’s fundamentals. Trump Filing Reveals Dell Stock Sale
• Negative Sentiment: Intel warned that memory shortages are constraining PC demand and that weakness could persist, hurting computer and server manufacturers. Dell fell alongside HP, Hewlett Packard Enterprise and Super Micro as investors priced in slower hardware demand and potential supply-cost pressure. Dell Sinks as Intel Warning Hits Hardware Stocks
• Negative Sentiment: Intel’s weak fourth-quarter outlook, margin pressure and roughly 25% share-price reset reinforced concerns about a prolonged PC downturn. The read-through is negative for Dell’s traditional PC business, even though AI servers may continue to grow. Silicon Shock: Intel’s Valuation Reset
• Negative Sentiment: Investors are also questioning whether Dell’s rally has outpaced its fundamentals, citing sharply weaker cash flow and negative shareholders’ equity. Those concerns increase sensitivity to any slowdown in AI or broader hardware demand. The Next AI Stock to Break Out May Not Be on Most Investors’ Radar

Dell Technologies Company Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.