Curated Wealth Partners LLC Sells 394,304 Shares of Dell Technologies Inc. $DELL

Curated Wealth Partners LLC reduced its position in shares of Dell Technologies Inc. (NYSE:DELL) by 99.5% during the third quarter, HoldingsChannel reports. The firm owned 1,877 shares of the technology company’s stock after selling 394,304 shares during the quarter. Curated Wealth Partners LLC’s holdings in Dell Technologies were worth $1,010,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Collective Family Office LLC grew its holdings in Dell Technologies by 1.5% during the 3rd quarter. Collective Family Office LLC now owns 1,299 shares of the technology company’s stock valued at $699,000 after purchasing an additional 19 shares in the last quarter. Cornerstone Financial Management LLC increased its stake in 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 buying an additional 23 shares during the period. Noble Wealth Management PBC increased its stake in 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 buying an additional 25 shares during the period. Retirement Wealth Solutions LLC increased its stake in Dell Technologies by 41.3% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock worth $48,000 after buying an additional 26 shares during the period. Finally, Bill Few Associates Inc. lifted its holdings in Dell Technologies by 4.5% in the 3rd quarter. Bill Few Associates Inc. now owns 690 shares of the technology company’s stock worth $371,000 after buying an additional 30 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. TD Cowen upped their price objective on shares of Dell Technologies from $500.00 to $550.00 and gave the company a “hold” rating in a research report on Tuesday, September 29th. Raymond James Financial raised their target price on Dell Technologies from $500.00 to $617.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $558.00 target price (up from $497.00) on shares of Dell Technologies in a research report on Wednesday, September 2nd. Royal Bank Of Canada assumed coverage on Dell Technologies in a research report on Thursday, September 10th. They set an “outperform” rating and a $640.00 target price on the stock. Finally, Mizuho boosted their price target on Dell Technologies from $600.00 to $650.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 6th. One 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 company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $569.96.

More Dell Technologies News

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

• Positive Sentiment: Long-term AI demand remains a potential growth driver. CEO Michael Dell said tight memory and chip supplies could persist through 2029 or 2030, indicating sustained demand for AI servers and related infrastructure. Michael Dell Warns Memory Shortage Could Be a Four-Year Problem
• Positive Sentiment: Dell is participating in Honeywell’s Forge Cognition platform with NVIDIA, supplying technology for agentic AI and simulation applications in buildings and industrial facilities. The initiative could broaden Dell’s enterprise-AI opportunity beyond hyperscale data centers. Honeywell Launches Forge Cognition AI Platform With Nvidia and Dell Technologies
• Neutral Sentiment: Dell recently reported strong operating results, including quarterly revenue growth of 57.7% and earnings that exceeded analyst expectations. However, investors are focused more heavily on the durability and profitability of future AI-related growth.
• Negative Sentiment: Barclays downgraded Dell to Equal Weight from Overweight, citing elevated valuation and a lack of a meaningful enterprise-AI spending inflection. The firm also reduced its price target to $574, contributing to profit-taking after Dell’s substantial run-up. Dell stock plunges after Barclays downgrade
• Negative Sentiment: Analysts questioned whether Dell’s hardware revenue growth is being driven primarily by higher memory and component prices rather than stronger underlying enterprise demand. Rising input costs and a mix shift toward AI-optimized systems could pressure margins and earnings conversion. Dell Stock’s Stellar Year Hits a Snag
• Negative Sentiment: A hotter inflation reading increased concerns about higher-for-longer interest rates, weighing on high-growth technology stocks and intensifying the broader retreat in AI and data-center shares. AI stocks drop after hot inflation report
• Negative Sentiment: Several Silver Lake-related entities disclosed sizable Dell share sales at prices near recent highs. While these transactions may reflect portfolio management, the insider selling adds to short-term investor caution. SEC ownership filing

Dell Technologies Price Performance

DELL opened at $472.31 on Friday. The stock has a market capitalization of $300.30 billion, a PE ratio of 27.41, a P/E/G ratio of 0.53 and a beta of 1.37. The firm’s fifty day moving average price is $514.62 and its 200 day moving average price is $392.89. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51.

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

Dell Technologies Dividend Announcement

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

Insiders Place Their Bets

In related news, Director Silver Lake Partners Iv, L.P. sold 1,800 shares of the business’s stock in a transaction dated Friday, October 9th. The stock was sold at an average price of $586.40, for a total value of $1,055,520.00. Following the completion of the sale, the director directly owned 1,404,569 shares of the company’s stock, valued at $823,639,261.60. The trade was a 0.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lynn Vojvodich Radakovich sold 2,022 shares of the business’s stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $565.28, for a total value of $1,142,996.16. Following the completion of 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. In the last quarter, insiders have sold 1,817,628 shares of company stock worth $990,253,476. Company 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.