Dell Technologies Inc. $DELL Stock Sold by Element Pointe Advisors LLC

Element Pointe Advisors LLC lowered its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 49.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 2,945 shares of the technology company’s stock after selling 2,868 shares during the period. Element Pointe Advisors LLC’s holdings in Dell Technologies were worth $1,584,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in DELL. Noble Wealth Management PBC raised its position in Dell Technologies by 113.6% in 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 stake in Dell Technologies by 56.1% during 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 in the last quarter. Premier Financial Group purchased a new position in shares of Dell Technologies during the second quarter worth $34,000. Byrne Asset Management LLC purchased a new position in shares of Dell Technologies during the second quarter worth $38,000. Finally, Retirement Wealth Solutions LLC grew its stake in shares of Dell Technologies by 41.3% in the third quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock valued at $48,000 after buying an additional 26 shares in the last quarter. Institutional investors and hedge funds 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: Super Micro’s stronger outlook lifted the AI-server group. Super Micro raised its preliminary fiscal first-quarter revenue forecast to $18.5 billion-$19.5 billion, approximately $4 billion above its prior midpoint, and projected gross margins of 12%-12.5%. The update provided fresh evidence of robust AI infrastructure demand and supported Dell and other server makers. Why Is Dell Stock Surging Wednesday?
• Positive Sentiment: Dell expanded its AI Factory platform with NVIDIA. New offerings span deskside agentic-AI systems, workstations and data-center infrastructure designed to help enterprises move AI from testing into production. Dell said its AI Factory customer base has grown to more than 6,500 from 5,000 in the prior quarter, strengthening the investment case for its AI-server backlog and ecosystem. Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA
• Positive Sentiment: Management emphasized supply availability as a competitive advantage. Dell said that, in the tight AI market, access to components and delivery capacity may matter more than price, suggesting demand remains strong enough for customers to prioritize timely deployment. In a tight AI market, Dell says supply matters more than price
• Positive Sentiment: Dell reportedly raised its dividend by 20% for the fourth consecutive year, adding to shareholder-return support and signaling confidence in cash generation. Dell Technologies raises its dividend 20% for the fourth year running
• Neutral Sentiment: Former Dell CFO Yvonne McGill joined Sourceability’s board. The appointment highlights her industry experience but has limited direct financial impact on Dell. Sourceability Appoints Yvonne McGill to Its Board
• Negative Sentiment: Barclays recently downgraded Dell, arguing that its valuation has outpaced the pace of enterprise AI adoption. Investors also remain concerned about memory and other component shortages, as well as debt risks among AI infrastructure customers such as CoreWeave. Dell Stock Got Hit by a Downgrade

Dell Technologies Stock Up 5.4%

Shares of DELL stock opened at $486.29 on Thursday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The stock has a market capitalization of $309.19 billion, a PE ratio of 28.22, a P/E/G ratio of 0.48 and a beta of 1.37. The firm has a 50 day moving average of $514.95 and a two-hundred day moving average of $401.21.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 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 business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the previous year, the firm posted $1.70 earnings per share. The company’s quarterly revenue was up 57.7% compared to the same quarter last year. 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. Analysts expect that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business 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 $0.63 dividend. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Insiders Place Their Bets

In related news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the business’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the completion of the transaction, the director directly owned 64,209 shares of the company’s stock, valued at $33,217,884.06. The trade was a 58.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the company’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $42,942,324.04. Following the sale, the director owned 73,185 shares in the company, valued at approximately $37,861,527.90. This trade represents a 53.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,817,628 shares of company stock valued at $990,253,476. 41.50% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

DELL has been the topic of several research analyst reports. Mizuho boosted their price objective on Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a report on Tuesday, October 6th. JPMorgan Chase & Co. increased their target price on Dell Technologies from $565.00 to $635.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 2nd. Royal Bank Of Canada initiated coverage on Dell Technologies in a report on Thursday, September 10th. They set an “outperform” rating and a $640.00 target price for the company. Citigroup lifted their target price on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Finally, Morgan Stanley lifted their target price on Dell Technologies from $499.00 to $511.00 and gave the company an “equal weight” rating in a research report on Monday, September 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $569.96.

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.