Archford Capital Strategies LLC Acquires New Shares in Dell Technologies Inc. $DELL

Archford Capital Strategies LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,813 shares of the technology company's stock, valued at approximately $1,214,000.

Other institutional investors have also added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies in the fourth quarter valued at about $25,000. Rossby Financial LCC grew its position in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company's stock worth $26,000 after buying an additional 184 shares during the last quarter. Cornerstone Financial Management LLC raised its stake in shares of 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 acquiring an additional 23 shares in the last quarter. Navalign LLC purchased a new stake in Dell Technologies during the fourth quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies in the fourth quarter valued at approximately $29,000. Hedge funds and other institutional investors own 76.37% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Roth Capital started coverage on Dell Technologies in a research report on Friday, May 29th. They set a "buy" rating on the stock. KeyCorp reissued a "sector weight" rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Wolfe Research lowered Dell Technologies from a "peer perform" rating to a "peer perform" rating in a research report on Friday, May 29th. Evercore reiterated an "outperform" rating and issued a $650.00 price target on shares of Dell Technologies in a research note on Wednesday. Finally, Morgan Stanley boosted their price target on Dell Technologies from $434.00 to $499.00 and gave the stock an "equal weight" rating in a research note on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $560.24.

Dell Technologies News Summary

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

• Positive Sentiment: Royal Bank of Canada initiated coverage with an “outperform” rating and a $640 price target, implying substantial upside from recent levels. This adds to a broadly bullish analyst consensus, including recent target increases from Evercore and other firms. Analyst price target coverage
• Positive Sentiment: AI demand remains the primary catalyst. Dell reported approximately $60.9 billion in AI-server orders and a roughly $95 billion backlog. Its latest quarter also delivered $7.04 in adjusted EPS versus a $4.91 consensus estimate and $46.97 billion in revenue, up 57.7% year over year. Dell AI server orders and backlog
• Positive Sentiment: Management commentary that a structural shortage in AI computing capacity could worsen in 2027 reinforces expectations for sustained server demand. Dell is also benefiting from enterprise customers deploying AI systems on-premises, broadening the opportunity beyond large cloud providers. Dell CEO comments on AI compute shortages
• Neutral Sentiment: Dell plans to raise approximately $4 billion through a bond offering to refinance debt while supporting its AI infrastructure expansion. The financing may improve capital flexibility, although investors will watch borrowing costs, leverage and cash-flow conversion. Dell bond sale
• Negative Sentiment: AI server stocks are pulling back after a strong two-day advance, with no company-specific disclosure identified. The move suggests short-term profit-taking and caution after Dell’s more than 300% one-year rally. AI server stock pullback
• Negative Sentiment: Recent insider selling is another modest headwind. Dell’s CMO and several Silver Lake-affiliated entities sold shares worth millions of dollars, reducing their positions while DELL trades near record highs. These transactions may reflect diversification rather than deteriorating fundamentals, but they can reinforce near-term selling pressure. Dell insider selling

Dell Technologies Trading Down 5.3%

DELL opened at $507.13 on Friday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $562.99. The firm has a 50 day moving average of $447.99 and a two-hundred day moving average of $321.75. The firm has a market capitalization of $328.68 billion, a PE ratio of 29.43, a P/E/G ratio of 0.55 and a beta of 1.34.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share 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 firm had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same quarter in the prior year, the business earned $1.70 earnings per share. The business'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. As a group, analysts predict that Dell Technologies Inc. will post 25.14 EPS for the current fiscal year.

Dell Technologies Announces Dividend

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

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 49,949 shares of the firm's stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $527.07, for a total transaction of $26,326,619.43. Following the sale, the director directly owned 121,449 shares in the company, valued at $64,012,124.43. This trade represents a 29.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jennifer D. Saavedra sold 25,251 shares of the company's stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $520.00, for a total value of $13,130,520.00. Following the completion of the transaction, the insider directly owned 296,891 shares of the company's stock, valued at $154,383,320. The trade was a 7.84% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,302,611 shares of company stock worth $624,243,159. Corporate insiders own 41.50% of the company's stock.

Dell Technologies Company 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.

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