2,788 Shares of Dell Technologies Inc. $DELL Purchased by QP Wealth Management LLC

QP Wealth Management LLC purchased a new stake in Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, Holdings Channel reports. The fund purchased 2,788 shares of the technology company’s stock, valued at approximately $1,500,000. Dell Technologies makes up 2.3% of QP Wealth Management LLC’s holdings, making the stock its 15th biggest position.

A number of other institutional investors have also recently modified their holdings of the business. Noble Wealth Management PBC boosted its position in shares of Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after purchasing an additional 25 shares in the last quarter. Cornerstone Financial Management LLC grew its stake in shares of Dell Technologies by 56.1% during the 2nd 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 acquired a new position in shares of Dell Technologies during the 2nd quarter worth $34,000. Byrne Asset Management LLC purchased a new position in shares of Dell Technologies in the 2nd quarter valued at about $38,000. Finally, Retirement Wealth Solutions LLC increased its holdings in shares of Dell Technologies by 41.3% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock valued at $48,000 after purchasing an additional 26 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Trading Up 1.4%

NYSE DELL opened at $461.64 on Wednesday. The business’s 50-day moving average price is $514.91 and its 200 day moving average price is $399.01. 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 $293.52 billion, a PE ratio of 26.79, a price-to-earnings-growth ratio of 0.47 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS 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 the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The business’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same period in the prior 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. Equities analysts predict that Dell Technologies Inc. will post 25.13 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be given a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 annualized dividend and a yield of 0.5%. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Analysts Set New Price Targets

DELL has been the topic of several recent analyst reports. Evercore restated an “outperform” rating and set a $650.00 target price on shares of Dell Technologies in a research report on Wednesday, September 9th. Piper Sandler reaffirmed an “overweight” rating and issued a $558.00 target price (up from $497.00) on shares of Dell Technologies in a report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Dell Technologies in a research report on Thursday, September 3rd. They set a “hold” rating and a $480.00 price target for the company. Fox Advisors raised Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price target on the stock in a research note on Wednesday, September 2nd. Finally, Morgan Stanley upped their price target on Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a report on Monday, September 21st. One equities research 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 data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $569.96.

Insider Buying and Selling

In other news, Director Silver Lake Partners V. De (Aiv sold 25,494 shares of the firm’s stock in a transaction dated 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 directly owned 22,686 shares in the company, valued at $13,210,057.80. This trade represents a 52.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the firm’s stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $582.30, for a total value of $25,858,778.40. Following the sale, the director owned 43,740 shares of the company’s stock, valued at approximately $25,469,802. This trade represents a 50.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,817,628 shares of company stock valued at $990,253,476 over the last three months. Company insiders own 41.50% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Strong AI-server outlook lifts the sector. Super Micro Computer raised its revenue outlook and projected better-than-expected gross margins, signaling robust demand for AI servers. The update helped lift Dell and other server makers by reducing concerns that enterprise AI spending is slowing. Why are Dell and HPE stocks rising in premarket trading on Wednesday?
• Positive Sentiment: NVIDIA names Dell as a DSX POD partner. NVIDIA’s new DSX POD reference design packages complete Vera Rubin AI factories in modular, prevalidated systems, potentially reducing deployment times from months to weeks. Dell’s inclusion alongside major infrastructure providers reinforces its role in large-scale AI buildouts. NVIDIA Introduces DSX POD AI Factories to Accelerate Europe’s Infrastructure Deployment
• Positive Sentiment: Dividend increased for the fourth consecutive year. Dell reportedly raised its dividend by 20%, supporting the shareholder-return story and signaling management confidence in future cash generation. Dell Technologies raises its dividend 20% for the fourth year running
• Neutral Sentiment: Long-term AI opportunity remains substantial. Dell is expanding AI servers, workstations, edge products and partnerships with companies including Honeywell and Accenture. A large backlog and growing customer relationships provide potential support, but investors still need evidence that orders convert into durable margins and earnings. How AI Server Demand Will Impact Dell Stock Investors
• Negative Sentiment: Valuation and execution risks remain. Barclays lowered its rating, arguing Dell’s share price has advanced faster than enterprise AI adoption. Management has also cited component shortages, particularly memory chips, which could limit shipments or pressure margins. Dell Technologies, What Is Driving The Latest Attention?

About Dell Technologies

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.