N10 Wealth LLC Makes New $1.16 Million Investment in Dell Technologies Inc. $DELL

N10 Wealth LLC purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 2,160 shares of the technology company’s stock, valued at approximately $1,162,000.

A number of other large investors have also added to or reduced their stakes in DELL. Noble Wealth Management PBC raised its stake in shares of Dell Technologies by 113.6% during the third quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after acquiring an additional 25 shares during the last quarter. Cornerstone Financial Management LLC boosted its holdings in shares of 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 during the period. Premier Financial Group bought a new stake in shares of Dell Technologies in the second quarter worth about $34,000. Portus Wealth Advisors LLC bought a new stake in shares of Dell Technologies in the first quarter worth about $35,000. Finally, Byrne Asset Management LLC purchased a new position in Dell Technologies during the 2nd quarter valued at about $38,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell is partnering with Honeywell and NVIDIA on Forge Cognition, an agentic AI and simulation platform for buildings, campuses and industrial operations. The initiative demonstrates Dell’s infrastructure role in emerging “physical AI” applications. Honeywell Technologies launches Forge Cognition with NVIDIA and Dell Technologies
• Positive Sentiment: Dell and Accenture have expanded their AI alliance through the Accenture Dell Business Group, which will combine Dell infrastructure and Accenture services for private and agentic AI deployments in industries such as financial services, life sciences and manufacturing. Dell expands its enterprise AI push with a new business group
• Neutral Sentiment: CEO Michael Dell said semiconductor supply could remain tight through 2030 because new fabrication capacity takes years to build. Sustained demand would support Dell’s AI-server opportunity, although supply constraints could also limit deliveries or pressure costs.
• Negative Sentiment: Barclays downgraded Dell, Hewlett Packard Enterprise and NetApp to Equal Weight from Overweight and reduced Dell’s price target to $574. Analyst Tim Long argued that valuations have risen too far and that there is not yet a meaningful enterprise-AI growth inflection. Barclays downgrades Dell stock after sharp rally
• Negative Sentiment: Investors are also weighing potential margin pressure from Dell’s shift toward AI-optimized servers, higher component costs and profit-taking after the stock’s substantial year-to-date advance. Reported insider selling adds to the market’s cautious tone, although such transactions may reflect planned liquidity or diversification rather than a change in business outlook.

Analyst Upgrades and Downgrades

A number of research analysts have commented on DELL shares. US Capital Advisors set a $625.00 price target on Dell Technologies in a research report on Wednesday, September 2nd. Barclays cut Dell Technologies from an “overweight” rating to an “equal weight” rating and dropped their price objective for the stock from $603.00 to $574.00 in a report on Wednesday. Deutsche Bank Aktiengesellschaft began coverage on Dell Technologies in a research report on Thursday, September 3rd. They issued a “hold” rating and a $480.00 price objective on the stock. Mizuho raised 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. Finally, Daiwa Securities Group raised their price target on Dell Technologies from $465.00 to $625.00 and gave the stock an “outperform” rating in a research note on Friday, September 18th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and a consensus price target of $569.96.

Dell Technologies Stock Performance

Shares of NYSE DELL traded down $66.54 during midday trading on Wednesday, hitting $505.93. 7,173,602 shares of the company traded hands, compared to its average volume of 8,250,752. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51. The stock has a 50-day moving average price of $513.10 and a 200 day moving average price of $388.45. The firm has a market cap of $321.68 billion, a P/E ratio of 29.33, a P/E/G ratio of 0.60 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last released 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 the consensus estimate of $44.89 billion. During the same period in the prior year, the firm earned $1.70 earnings per share. Dell Technologies’s revenue was up 57.7% on a year-over-year basis. 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, equities analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio is currently 14.63%.

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the sale, the director directly owned 73,185 shares in the company, valued at $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $47,176,751.94. Following the completion of the sale, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. The trade was a 58.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,697,272 shares of company stock valued at $920,162,797 in the last three months. Corporate insiders own 41.50% of the company’s stock.

Dell Technologies 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.