Ameritas Advisory Services LLC Has $5.09 Million Position in Dell Technologies Inc. $DELL

Key Points

• Ameritas Advisory Services increased its Dell stake by 539.3% in the second quarter to 11,788 shares valued at approximately $5.09 million. Institutional investors collectively own 76.37% of Dell’s stock.
• Dell reported strong quarterly results, with $7.04 in EPS and $46.97 billion in revenue, surpassing estimates and marking 57.7% year-over-year revenue growth. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $553.79.
• Dell shares opened at $525.66 near their 52-week high, while insiders sold more than 1.12 million shares worth $459.4 million over the past three months. The company also declared a quarterly dividend of $0.63 per share, yielding approximately 0.5%.

Ameritas Advisory Services LLC raised its stake in shares of Dell Technologies Inc. (NYSE:DELL - Free Report) by 539.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,788 shares of the technology company's stock after acquiring an additional 9,944 shares during the quarter. Ameritas Advisory Services LLC's holdings in Dell Technologies were worth $5,086,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. ProShare Advisors LLC raised its stake in shares of Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company's stock valued at $10,157,000 after purchasing an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in shares of Dell Technologies during the fourth quarter worth about $23,332,000. Plato Investment Management Ltd bought a new position in shares of Dell Technologies during the second quarter worth about $5,913,000. Gabelli Funds LLC grew its holdings in shares of Dell Technologies by 49.0% during the first 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 in the last quarter. Finally, MUFG Securities EMEA plc raised its position in Dell Technologies by 112.9% in the 4th quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company's stock valued at $1,555,000 after buying an additional 6,553 shares during the last quarter. Institutional investors own 76.37% of the company's stock.

Insider Buying and Selling

In other Dell Technologies news, Director Lynn Vojvodich Radakovich sold 2,022 shares of the firm's stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $438.21, for a total value of $886,060.62. Following the transaction, the director directly owned 25,267 shares of the company's stock, valued at $11,072,252.07. This trade represents a 7.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the business's stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the transaction, the director owned 43,961 shares of the company's stock, valued at $19,938,071.94. The trade was a 44.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,124,788 shares of company stock worth $459,356,512. 41.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms have weighed in on DELL. UBS Group reaffirmed an "outperform" rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Wells Fargo & Company lifted their price objective on shares of Dell Technologies from $505.00 to $545.00 and gave the company an "overweight" rating in a report on Friday, August 14th. HSBC upgraded shares of Dell Technologies to a "buy" rating in a report on Friday, May 29th. Bank of America raised their target price on shares of Dell Technologies from $505.00 to $600.00 and gave the company a "buy" rating in a research report on Monday, August 31st. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of Dell Technologies in a research report on Thursday. They set a "hold" rating and a $480.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Dell Technologies has a consensus rating of "Moderate Buy" and an average target price of $553.79.

Dell Technologies Trading Up 0.3%

Shares of NYSE DELL opened at $525.66 on Tuesday. The firm has a market cap of $340.69 billion, a P/E ratio of 30.51, a price-to-earnings-growth ratio of 0.54 and a beta of 1.34. The business's 50 day moving average is $441.51 and its 200-day moving average is $313.17. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $534.99.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $46.97 billion for the quarter, compared to analysts' expectations of $44.89 billion. During the same quarter last year, the business earned $1.70 EPS. The company'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. Analysts forecast that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies's payout ratio is 14.63%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Exceptional quarterly results and AI demand: Dell reported $46.97 billion in quarterly revenue, above the $44.89 billion consensus estimate, while adjusted earnings of $7.04 per share exceeded expectations of $4.91. Revenue increased 57.7% year over year, and the company’s AI infrastructure backlog reportedly reached $95 billion. The results prompted analysts to raise price targets and helped distinguish Dell from competitors whose AI growth has not translated as clearly into expanding margins. Dell Technologies Stock Soars as AI Revenue and Earnings Crush Forecasts
• Positive Sentiment: AI infrastructure remains the central growth story: Investors are increasingly favoring on-premises hardware as rising AI token costs encourage enterprises to deploy more computing capacity locally. Dell’s strong AI pipeline, new FY2027 earnings guidance and ability to secure scarce components support expectations for continued infrastructure growth. Dell $95B Backlog and a New Blowout FY27 Guide
• Positive Sentiment: Broader product expansion and momentum: Dell launched the affordable 14S laptop, targeting students and mainstream consumers with a lightweight design and long battery life. Consumer revenue reportedly rose 7%, giving the company an additional growth avenue as PC demand improves. Analysts and commentators, including Jim Cramer, have also cited Dell’s earnings momentum and comparatively attractive valuation versus higher-priced technology stocks. DELL Expands Consumer PC Reach
• Neutral Sentiment: Momentum is attracting investor attention: Dell has been highlighted by momentum screens after a sharp one-week advance, with earnings surprises and growth estimates supporting the bullish case. However, these articles are largely commentary rather than new corporate developments. Dell Technologies Is Up 14.88% in One Week
• Negative Sentiment: Valuation and execution risks are rising: After the post-earnings surge, some analysis suggests Dell may be approaching fair value based on free-cash-flow estimates and existing analyst targets. Investors must also monitor intense competition from HP and Apple in consumer PCs, supply constraints, margin performance and broader risk aversion as bond yields and geopolitical tensions pressure equity markets. Dell Stock Spiked After Earnings, But Is It Close to Fair Value?

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.

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