Oakmont Investment Advisors Inc. Buys Shares of 1,378 Dell Technologies Inc. $DELL

Oakmont Investment Advisors Inc. purchased a new position in shares of Dell Technologies Inc. (NYSE:DELL) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,378 shares of the technology company’s stock, valued at approximately $595,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Triumph Capital Management grew its holdings in Dell Technologies by 2.3% during the 2nd quarter. Triumph Capital Management now owns 1,405 shares of the technology company’s stock worth $606,000 after acquiring an additional 32 shares in the last quarter. Accel Wealth Management raised its holdings in shares of Dell Technologies by 2.8% in the 2nd quarter. Accel Wealth Management now owns 1,421 shares of the technology company’s stock valued at $613,000 after purchasing an additional 39 shares in the last quarter. Ariadne Wealth Management LP lifted its position in shares of Dell Technologies by 1.6% in the 1st quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after purchasing an additional 49 shares during the period. Bell Investment Advisors Inc boosted its stake in shares of Dell Technologies by 19.3% during the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after purchasing an additional 52 shares in the last quarter. Finally, Vectors Research Management LLC boosted its stake in shares of Dell Technologies by 0.4% during the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after purchasing an additional 55 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 131,040 shares of the stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $398.13, for a total value of $52,170,955.20. Following the completion of the transaction, the director directly owned 12,619 shares of the company’s stock, valued at $5,024,002.47. This trade represents a 91.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 138,885 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $398.13, for a total transaction of $55,294,285.05. Following the sale, the director directly owned 8,585 shares in the company, valued at approximately $3,417,946.05. This represents a 94.18% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,527,629 shares of company stock valued at $619,325,485 over the last ninety days. 41.50% of the stock is currently owned by insiders.

Dell Technologies Trading Up 1.8%

Shares of DELL stock opened at $525.66 on Friday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $534.99. The business’s fifty day simple moving average is $439.28 and its 200-day simple moving average is $308.94. The company has a market cap of $340.69 billion, a PE ratio of 30.51, a PEG ratio of 0.73 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate 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 previous year, the business earned $1.70 EPS. The firm’s revenue for the quarter 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. On average, equities analysts forecast that Dell Technologies Inc. will post 21.28 earnings per share for the current year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be issued a dividend of $0.63 per share. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio is 14.63%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DELL. Morgan Stanley boosted their price objective on shares of Dell Technologies from $434.00 to $499.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft initiated coverage on Dell Technologies in a report on Thursday. They issued a “hold” rating and a $480.00 price target on the stock. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Barclays upped their price objective on Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Piper Sandler reiterated an “overweight” rating and issued a $558.00 target price (up from $497.00) on shares of Dell Technologies in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $553.79.

Dell Technologies News Summary

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

• Positive Sentiment: AI demand remains the primary catalyst. Dell reported record AI-server orders and a roughly $95 billion backlog, supporting expectations for sustained data-center growth. Broad enterprise IT-refresh demand is providing an additional tailwind. DELL Stock Hits 52-Week High: Does it Have More Room to Run?
• Positive Sentiment: The latest earnings beat reset expectations higher. Dell posted quarterly revenue of $46.97 billion, up 57.7% year over year and above the $44.89 billion consensus. Adjusted earnings of $7.04 per share exceeded estimates by $2.13, while management raised its fiscal outlook. Dell Technologies Raises the Bar Again as AI Demand Fuels Another Strong Quarter
• Positive Sentiment: Analyst support strengthened. Goldman Sachs increased its price target by $60, while JPMorgan raised its target to $635. Other firms, including UBS, Morgan Stanley and TD Cowen, also expressed constructive views, reinforcing bullish sentiment around Dell’s AI-server opportunity. Goldman Sachs resets Dell stock price target by $60
• Positive Sentiment: Dell is increasingly viewed as a potential major AI beneficiary because its growth is being supported by reported customer orders and revenue rather than expectations alone. Its performance has also helped validate the broader AI infrastructure trade. Bank of America sees upside in surging AI stock
• Neutral Sentiment: Valuation and execution are becoming more important. After a sharp 2026 rally and a move near its 52-week high, investors are debating whether the backlog can translate into profitable growth at current expectations.
• Negative Sentiment: Some commentary cautions that Dell’s margins, supply availability and ability to convert the backlog into cash flow could limit further upside. The stock’s substantial gains also increase the risk of profit-taking or consolidation if future results merely meet, rather than exceed, elevated expectations. Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.