4,934 Dell Technologies Inc. $DELL Shares Purchased by Lineweaver Wealth Advisors LLC

Lineweaver Wealth Advisors LLC increased its holdings in Dell Technologies Inc. (NYSE:DELL) by 28.9% in the 3rd quarter, Holdings Channel reports. The fund owned 22,016 shares of the technology company’s stock after buying an additional 4,934 shares during the quarter. Dell Technologies accounts for about 1.4% of Lineweaver Wealth Advisors LLC’s investment portfolio, making the stock its 20th biggest position. Lineweaver Wealth Advisors LLC’s holdings in Dell Technologies were worth $11,843,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Forvis Mazars Wealth Advisors LLC increased its position in Dell Technologies by 302.1% during the 3rd quarter. Forvis Mazars Wealth Advisors LLC now owns 4,692 shares of the technology company’s stock valued at $2,524,000 after buying an additional 3,525 shares in the last quarter. Courier Capital LLC increased its stake in Dell Technologies by 41.9% during the 3rd quarter. Courier Capital LLC now owns 13,596 shares of the technology company’s stock valued at $7,314,000 after purchasing an additional 4,015 shares in the last quarter. Ring Mountain Capital LLC purchased a new position in Dell Technologies in the third quarter worth about $214,000. Sax Wealth Advisors LLC purchased a new position in Dell Technologies in the third quarter worth about $1,024,000. Finally, Fragasso Financial Advisors Inc lifted its stake in shares of Dell Technologies by 32.4% in the third quarter. Fragasso Financial Advisors Inc now owns 686 shares of the technology company’s stock worth $402,000 after buying an additional 168 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: AI server backlog supports growth expectations. Dell’s AI server backlog continues to reach record levels, while analysts remain optimistic that demand for data-center infrastructure can drive significant earnings growth. CEO Michael Dell also said chip supply could remain tight through 2030, potentially supporting pricing and revenue visibility. The AI Boom Is Giving Dell a New Growth Story
• Positive Sentiment: Expanded enterprise AI partnership. Dell and Accenture launched the Accenture Dell Business Group to provide integrated infrastructure, services and lifecycle support for private and agentic AI deployments in industries such as financial services, life sciences and manufacturing. The initiative could broaden Dell’s AI opportunity beyond hyperscale customers. Dell Technologies Expands Its Enterprise AI Push With a New Business Group
• Neutral Sentiment: Management highlighted AI governance. Michael Dell said advanced AI models need safeguards and controls and that governments have a role in establishing them. The comments reinforce Dell’s focus on responsible AI adoption but do not directly change near-term financial forecasts. Michael Dell Says AI Needs Safeguards and Controls
• Negative Sentiment: Valuation and free-cash-flow risks are increasingly prominent. Dell has moved from a historically discounted PC-and-server valuation to a multiple closer to other growth-oriented technology companies. At the same time, recent coverage notes that second-quarter free cash flow fell 47% despite record revenue. Investors may therefore demand continued backlog conversion and earnings growth to justify the stock’s premium valuation. Dell Stock Is Up 358% in 2026, but Free Cash Flow Fell 47% in Q2

Dell Technologies Stock Performance

Shares of DELL traded down $4.13 during mid-day trading on Tuesday, hitting $572.63. 5,534,565 shares of the company traded hands, compared to its average volume of 8,258,323. The stock has a market cap of $364.08 billion, a price-to-earnings ratio of 33.23, a P/E/G ratio of 0.61 and a beta of 1.37. The stock has a 50-day moving average price of $511.01 and a two-hundred day moving average price of $385.71. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $44.89 billion. During the same quarter last year, the company posted $1.70 earnings per share. The firm’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. On average, analysts forecast that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Melius Research increased their price target on shares of Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. UBS Group reaffirmed an “outperform” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft initiated coverage on Dell Technologies in a research note on Thursday, September 3rd. They set a “hold” rating and a $480.00 target price on the stock. JPMorgan Chase & Co. lifted their target price on Dell Technologies from $565.00 to $635.00 and gave the stock an “overweight” rating in a report on Wednesday, September 2nd. Finally, Raymond James Financial boosted their price target on Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $571.12.

Insider Buying and Selling

In related news, Director Egon Durban sold 1,850 shares of Dell Technologies stock in a transaction on Wednesday, September 23rd. The stock was sold at an average price of $548.40, for a total value of $1,014,540.00. Following the completion of the sale, the director owned 1,405,236 shares of the company’s stock, valued at $770,631,422.40. The trade was a 0.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 3,600 shares of the company’s stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $572.50, for a total value of $2,061,000.00. Following the sale, the director owned 1,401,636 shares of the company’s stock, valued at approximately $802,436,610. This trade represents a 0.26% 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 valued at $920,162,797 over the last ninety days. 41.50% of the stock is owned by insiders.

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.