2,816 Dell Technologies Inc. $DELL Shares Sold by Valley Wealth Managers Inc.

Valley Wealth Managers Inc. decreased its position in Dell Technologies Inc. (NYSE:DELL) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,684 shares of the technology company’s stock after selling 2,816 shares during the quarter. Dell Technologies makes up approximately 2.7% of Valley Wealth Managers Inc.’s portfolio, making the stock its 4th largest position. Valley Wealth Managers Inc.’s holdings in Dell Technologies were worth $54,701,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in DELL. Plato Investment Management Ltd purchased a new stake in Dell Technologies in the 2nd quarter valued at about $5,913,000. Gabelli Funds LLC boosted its stake in shares of Dell Technologies by 49.0% in the 1st quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock worth $7,565,000 after buying an additional 15,150 shares during the last quarter. Segall Bryant & Hamill LLC purchased a new position in shares of Dell Technologies in the 1st quarter worth approximately $5,930,000. Envestnet Portfolio Solutions Inc. grew its holdings in shares of Dell Technologies by 71.8% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,166 shares of the technology company’s stock valued at $2,660,000 after acquiring an additional 2,576 shares in the last quarter. Finally, Weiss Asset Management LP increased its position in shares of Dell Technologies by 20.5% during the first quarter. Weiss Asset Management LP now owns 25,130 shares of the technology company’s stock valued at $4,125,000 after acquiring an additional 4,274 shares during the last quarter. 76.37% of the stock is owned by institutional investors.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Evercore ISI raised its price target for Dell to $650 from $500, adding to a series of bullish target increases. The revisions reflect expectations for sustained AI-server growth, a large backlog and strong customer demand. Evercore ISI raises Dell price target
• Positive Sentiment: Wedbush analyst Dan Ives added DELL to his Ives AI 30 “Winner List.” The inclusion reinforces the view that Dell is a major beneficiary of the ongoing AI infrastructure spending cycle. Dan Ives adds Dell to AI 30
• Positive Sentiment: Dell’s UAE technology forum is highlighting how businesses can scale AI and modernize infrastructure, supporting the company’s enterprise pipeline and long-term demand outlook. Its enhanced AI Data Platform and NVIDIA-powered capabilities also strengthen its competitive positioning. Dell Technologies Forum UAE
• Neutral Sentiment: CEO Michael Dell’s pledge to contribute to employees’ children’s Trump Accounts and continued public attention around the initiative raise Dell’s visibility, but the program is philanthropic and has limited direct impact on operating results. Dell pledges employee Trump Account contributions
• Negative Sentiment: Several Silver Lake-affiliated directors sold roughly $73 million of Dell stock on October 6, with some transactions reducing their positions by about 68% to 72%. The sales may create a near-term supply and investor-confidence overhang. Dell insider-selling filing
• Negative Sentiment: A disclosure also showed that an account managed independently for President Donald Trump sold between $500,001 and $1 million of Dell shares, followed by a smaller sale. The transactions could temper enthusiasm around his public support for the stock. Trump-linked account sells Dell shares

Analysts Set New Price Targets

Several research analysts have weighed in on DELL shares. Morgan Stanley boosted their price objective on Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a research report on Monday, September 21st. Evercore reaffirmed an “outperform” rating and set a $650.00 target price on shares of Dell Technologies in a research report on Wednesday, September 9th. Raymond James Financial boosted their price target on shares of Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft started 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. Finally, Susquehanna reaffirmed a “positive” rating on shares of Dell Technologies in a research report on Tuesday, September 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $571.12.

Dell Technologies Price Performance

Shares of DELL opened at $587.88 on Friday. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51. The stock’s fifty day moving average price is $508.07 and its two-hundred day moving average price is $381.38. The firm has a market cap of $373.78 billion, a PE ratio of 34.12, a PEG ratio of 0.60 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the prior year, the company earned $1.70 EPS. 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. Sell-side analysts anticipate that Dell Technologies Inc. will post 25.13 earnings per share 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. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.4%. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Insider Buying and Selling

In other Dell Technologies news, Director Silver Lake Partners V. De (Aiv sold 26,539 shares of the business’s stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $575.43, for a total transaction of $15,271,336.77. Following the sale, the director owned 11,567 shares of the company’s stock, valued at $6,655,998.81. The trade was a 69.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Spv-2 L.P. Sl sold 46,323 shares of the stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $575.43, for a total value of $26,655,643.89. Following the sale, the director owned 22,254 shares in the company, valued at approximately $12,805,619.22. This represents a 67.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,697,272 shares of company stock valued at $920,162,797. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies Company Profile

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.