GoalVest Advisory LLC Acquires 36,266 Shares of Dell Technologies Inc. $DELL

GoalVest Advisory LLC boosted its holdings in Dell Technologies Inc. (NYSE:DELL) by 98,016.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,303 shares of the technology company’s stock after acquiring an additional 36,266 shares during the quarter. Dell Technologies accounts for about 1.0% of GoalVest Advisory LLC’s investment portfolio, making the stock its 18th biggest position. GoalVest Advisory LLC’s holdings in Dell Technologies were worth $19,529,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in DELL. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the 4th quarter worth approximately $25,000. Noble Wealth Management PBC boosted its stake 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 buying an additional 25 shares in the last quarter. Cornerstone Financial Management LLC grew its position in 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 acquiring an additional 23 shares during the period. Premier Financial Group acquired a new position in Dell Technologies during the second quarter worth $34,000. Finally, Portus Wealth Advisors LLC bought a new position in shares of Dell Technologies during the first quarter valued at $35,000. 76.37% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: AI server demand remains the primary catalyst. Dell’s fiscal second-quarter update included record AI server orders of $60.9 billion, $16.4 billion in AI server revenue and a $95 billion ending AI backlog. Management also raised fiscal 2027 revenue guidance to approximately $192 billion, supporting expectations for continued growth from enterprise AI spending. Dell gains as AI server momentum and recent index inclusion continue to support sentiment
• Positive Sentiment: Dell is joining a major AI infrastructure project in Japan. Dell, Japan’s JERA and RHAELM plan to accelerate development of AI infrastructure in Chiba, with the broader project expected to exceed $15 billion and launch in 2028. The agreement highlights Dell’s potential role in solving power and infrastructure constraints affecting AI deployment. JERA teams up with Dell and RHAELM on AI infrastructure development in Japan
• Positive Sentiment: Index inclusion and favorable sector momentum are supporting demand for the shares. Dell’s addition to the S&P 100 became effective September 21, potentially increasing visibility and buying from index-linked investors. Better-than-expected results from Micron also helped strengthen broader enthusiasm for AI-related hardware suppliers.
• Neutral Sentiment: Dell has introduced new Pro Rugged laptops designed for extreme field environments. The product launch broadens the company’s commercial hardware portfolio, but it is likely less important to the stock than the AI server business. Dell Technologies introduces new Pro Rugged laptops
• Negative Sentiment: Heavy insider selling is a potential overhang. Quiver Quantitative reports 2,272 insider open-market sales and no purchases over the past six months, including sales by senior executives and affiliated investment entities. Such transactions may reflect diversification rather than deteriorating fundamentals, but they can temper investor confidence after the stock’s substantial rally.
• Negative Sentiment: Analysts and investors are also monitoring Dell’s elevated valuation, potential supply constraints and declining cash flow. These factors could limit further gains if AI growth or margins fail to meet the market’s high expectations.

Wall Street Analyst Weigh In

DELL has been the topic of several recent analyst reports. Raymond James Financial boosted their target price on shares of Dell Technologies from $500.00 to $617.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Bank of America lifted their price target on shares of Dell Technologies from $505.00 to $600.00 and gave the company a “buy” rating in a report on Monday, August 31st. Piper Sandler reaffirmed an “overweight” rating and set a $558.00 price objective (up from $497.00) on shares of Dell Technologies in a research note on Wednesday, September 2nd. US Capital Advisors set a $625.00 price objective on shares of Dell Technologies in a report on Wednesday, September 2nd. Finally, KeyCorp restated a “sector weight” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $569.12.

Dell Technologies Stock Performance

DELL traded up $24.90 during midday trading on Friday, hitting $566.64. The company had a trading volume of 3,389,693 shares, compared to its average volume of 8,365,988. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51. The company has a market capitalization of $360.27 billion, a PE ratio of 32.86, a P/E/G ratio of 0.56 and a beta of 1.37. The firm’s 50-day simple moving average is $488.23 and its 200-day simple moving average is $365.37.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same period in the prior year, the business earned $1.70 earnings per share. Dell Technologies’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, sell-side analysts anticipate 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 will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given a dividend of $0.63 per share. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. Dell Technologies’s payout ratio is presently 14.63%.

Insider Activity

In related news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $47,176,751.94. Following the completion of the sale, the director directly owned 64,209 shares in the company, valued at $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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. The trade was a 53.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,079,145 shares of company stock worth $1,065,871,452. 41.50% of the stock is owned by company insiders.

Dell Technologies Profile

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.