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

QP Wealth Management LLC acquired a new stake in Dell Technologies Inc. (NYSE:DELL) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,788 shares of the technology company’s stock, valued at approximately $1,500,000. Dell Technologies accounts for approximately 2.3% of QP Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding.

Several other institutional investors also recently bought and sold shares of the business. Bank of America Corp DE grew its stake in Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the period. Wellington Management Group LLP raised its position in Dell Technologies by 140.1% during the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after acquiring an additional 1,474,347 shares during the period. Robeco Institutional Asset Management B.V. lifted its holdings in Dell Technologies by 107.8% during the third quarter. Robeco Institutional Asset Management B.V. now owns 651,154 shares of the technology company’s stock valued at $350,288,000 after purchasing an additional 337,836 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in Dell Technologies by 5.0% during the second quarter. NewEdge Advisors LLC now owns 480,589 shares of the technology company’s stock valued at $207,355,000 after purchasing an additional 22,924 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in Dell Technologies by 3.0% during the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after purchasing an additional 27,668 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies Price Performance

NYSE DELL opened at $461.64 on Wednesday. The stock has a market capitalization of $293.52 billion, a P/E ratio of 26.79, a PEG ratio of 0.47 and a beta of 1.37. The firm’s 50-day moving average is $514.91 and its two-hundred day moving average is $399.01. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $595.51.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same quarter in the previous year, the company earned $1.70 earnings per share. The firm’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. As a group, analysts anticipate that Dell Technologies Inc. will post 25.13 EPS 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 given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies’s payout ratio is currently 14.63%.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The shares were 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 owned 64,209 shares in the company, valued at $33,217,884.06. The trade was a 58.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $42,942,324.04. Following the completion of the transaction, the director directly owned 73,185 shares in the company, valued at $37,861,527.90. This trade represents a 53.14% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,817,628 shares of company stock valued at $990,253,476. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies News Summary

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?

Analyst Upgrades and Downgrades

A number of analysts have recently commented on DELL shares. 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 target price for the company. Citigroup raised their price target on shares of Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. Morgan Stanley lifted their price objective on Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a report on Monday, September 21st. Sanford C. Bernstein lifted their price objective on Dell Technologies from $500.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Finally, Truist Financial boosted their price objective on Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a research note on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and an average price target of $569.96.

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.