1,249 Shares in Dell Technologies Inc. $DELL Acquired by Insight Wealth Partners LLC

Insight Wealth Partners LLC bought a new stake in Dell Technologies Inc. (NYSE:DELL) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,249 shares of the technology company’s stock, valued at approximately $539,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Cornerstone Financial Management LLC boosted its position in shares of Dell Technologies by 56.1% in 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 in the last quarter. Byrne Asset Management LLC acquired a new position in Dell Technologies during the 2nd quarter valued at about $38,000. Atwood & Palmer Inc. raised its stake in Dell Technologies by 860.0% in the second quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock valued at $41,000 after buying an additional 86 shares during the last quarter. Comprehensive Financial Planning Inc. PA purchased a new stake in Dell Technologies in the second quarter valued at about $43,000. Finally, Allied Private Wealth LLC acquired a new stake in Dell Technologies in the second quarter worth about $63,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies Stock Up 1.7%

Shares of NYSE DELL opened at $533.27 on Wednesday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $538.47. The business’s 50 day moving average price is $443.55 and its 200 day moving average price is $316.11. The firm has a market cap of $345.62 billion, a P/E ratio of 30.95, a P/E/G ratio of 0.54 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same period last year, the firm posted $1.70 EPS. Dell Technologies’s revenue for the quarter 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, research analysts expect that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Announces Dividend

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

Insiders Place Their Bets

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $47,176,751.94. Following the sale, the director directly owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. This represents a 58.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the 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 directly owned 73,185 shares in the company, valued at $37,861,527.90. This represents a 53.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,248,199 shares of company stock valued at $558,352,352 over the last 90 days. 41.50% of the stock is currently owned by insiders.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: AI momentum remains the primary catalyst. Dell reported record AI-server orders of $60.9 billion, quarterly revenue of $46.97 billion and earnings of $7.04 per share, substantially exceeding the $4.91 analyst consensus. The company’s AI-server backlog is approximately $95 billion, supporting expectations for continued revenue and earnings growth. Dell Q2 2027 Earnings Call Transcript
• Positive Sentiment: Recent coverage highlights demand from enterprises building “on-premise” AI systems, expanding Dell’s opportunity beyond large cloud providers. Analysts and financial commentators continue to raise price targets, including Bernstein’s increase to $650 and Fox Advisors’ $625 target. The average analyst target is about $553.79, above the stock’s recent trading level. Dell’s on-premise AI opportunity
• Neutral Sentiment: Dell also launched the lower-priced 14S laptop as consumer PC demand improves. The product broadens Dell’s PC lineup, but competition from HP and Apple makes this a secondary catalyst compared with AI servers. Dell expands consumer PC reach
• Negative Sentiment: Multiple Silver Lake-related directors sold substantial Dell positions on September 3. Silver Lake Partners IV sold 91,191 shares for roughly $47.2 million, while other Silver Lake entities also reduced their holdings by tens of thousands of shares. These transactions do not necessarily indicate weakening fundamentals, but the insider selling could weigh on sentiment after the stock’s more than 300% one-year advance. Dell insider selling report
• Negative Sentiment: With DELL trading near its 52-week high and at roughly 31 times earnings, investors are increasingly focused on whether the large AI backlog converts into profitable revenue. Any slowdown in orders, execution issues or margin pressure could create downside risk. Dell valuation and backlog analysis

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Jefferies Financial Group lowered Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Barclays boosted their target price on shares of Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. William Blair initiated coverage on shares of Dell Technologies in a research note on Monday, June 1st. They set a “neutral” rating for the company. Finally, Sanford C. Bernstein boosted their price objective on shares of Dell Technologies from $500.00 to $650.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $553.79.

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, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.