337,836 Dell Technologies Inc. $DELL Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. grew its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 107.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 651,154 shares of the technology company’s stock after acquiring an additional 337,836 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Dell Technologies were worth $350,288,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of DELL. Noble Wealth Management PBC increased its holdings in shares of Dell Technologies by 113.6% during the third 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 period. Cornerstone Financial Management LLC lifted its holdings in Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after purchasing an additional 23 shares during the period. Premier Financial Group bought a new position in Dell Technologies in the 2nd quarter valued at about $34,000. Portus Wealth Advisors LLC acquired a new position in Dell Technologies during the 1st quarter valued at about $35,000. Finally, Byrne Asset Management LLC acquired a new position in Dell Technologies during the 2nd quarter valued at about $38,000. Institutional investors own 76.37% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Stronger AI server demand lifted sentiment. Super Micro Computer’s unexpectedly optimistic preliminary revenue and profitability update reinforced expectations for robust AI infrastructure spending. Dell and other server makers joined the rally as investors viewed the update as evidence that demand remains strong. Super Micro’s stock soars after surprise update
• Positive Sentiment: Dell is becoming more embedded in customers’ AI plans. Recent partnerships with Honeywell and Accenture, along with AI-focused PCs, workstations and data platforms, support the case that Dell can benefit from both data-center and edge AI spending. Its sizable order backlog provides additional visibility if customers continue expanding capacity. How AI Server Demand Will Impact Dell Stock Investors
• Positive Sentiment: Additional AI initiatives broaden Dell’s growth opportunity. Dell backed a $200 million funding round for AI model developer doubleAI, signaling continued participation in the broader AI ecosystem. A collaboration with PureCS also expands its cybersecurity presence in the United Arab Emirates. Nvidia, Dell back $200M round for AI model developer doubleAI
• Neutral Sentiment: Broader market conditions helped the stock recover. AI server shares rebounded after the previous week’s sell-off, but investors remain focused on memory prices, margins and whether the rally can be sustained.
• Negative Sentiment: Valuation and execution risks remain significant. Barclays reportedly downgraded Dell, arguing that its share price has advanced faster than enterprise AI adoption. Management has also cited parts shortages, particularly memory chips, which could limit shipments or pressure margins. Dell Technologies, What Is Driving The Latest Attention?

Wall Street Analyst Weigh In

DELL has been the subject of a number of research analyst reports. Susquehanna reaffirmed a “positive” rating on shares of Dell Technologies in a research note on Tuesday, September 29th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Dell Technologies in a research note on Thursday, September 3rd. They set a “hold” rating and a $480.00 price objective on the stock. Cantor Fitzgerald started coverage on Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating on the stock. The Goldman Sachs Group restated a “buy” rating on shares of Dell Technologies in a research report on Friday, October 9th. Finally, Mizuho increased their price target on Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a research note on Tuesday, October 6th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $569.96.

Insider Activity

In other news, Director Silver Lake Partners V. De (Aiv sold 25,494 shares of the stock in a transaction on Friday, October 9th. The stock was sold at an average price of $582.30, for a total transaction of $14,845,156.20. Following the completion of the sale, the director owned 22,686 shares in the company, valued at approximately $13,210,057.80. This represents a 52.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Lynn Vojvodich Radakovich sold 2,022 shares of the firm’s stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $565.28, for a total value of $1,142,996.16. Following the sale, the director directly owned 25,267 shares of the company’s stock, valued at approximately $14,282,929.76. This represents a 7.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,817,628 shares of company stock valued at $990,253,476 in the last ninety days. 41.50% of the stock is owned by company insiders.

Dell Technologies Trading Up 1.4%

Shares of Dell Technologies stock opened at $461.64 on Wednesday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The stock has a market cap of $293.52 billion, a PE ratio of 26.79, a price-to-earnings-growth ratio of 0.47 and a beta of 1.37. The company’s 50-day moving average price is $514.91 and its two-hundred day moving average price is $399.01.

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

Dell Technologies Announces Dividend

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

Dell Technologies 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.