Compass Financial Management LLC Takes Position in Dell Technologies Inc. $DELL

Key Points

• Compass Financial Management bought 4,006 Dell shares during the second quarter, valued at approximately $1.86 million. Institutional investors collectively own 76.37% of the company.
• Dell reported a strong quarter, with revenue rising 57.7% year over year to $46.97 billion and EPS of $7.04, beating estimates of $4.91. The stock opened at $525.66, near its 52-week high of $534.99.
• Analysts maintain a bullish outlook, with a consensus “Moderate Buy” rating and an average price target of $553.79, while Dell declared a quarterly dividend of $0.63 per share. However, insiders have sold more than 1.5 million shares over the past 90 days.

Compass Financial Management LLC bought a new stake in Dell Technologies Inc. (NYSE:DELL - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,006 shares of the technology company's stock, valued at approximately $1,855,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the fourth quarter valued at about $25,000. Rossby Financial LCC lifted its holdings in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company's stock worth $26,000 after purchasing an additional 184 shares during the period. Navalign LLC acquired a new stake in shares of Dell Technologies during the fourth quarter worth about $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC increased its holdings in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company's stock worth $31,000 after buying an additional 114 shares during the period. Hedge funds and other institutional investors own 76.37% of the company's stock.

Dell Technologies Stock Performance

DELL opened at $525.66 on Friday. The company has a fifty day moving average of $439.28 and a two-hundred day moving average of $308.94. The stock has a market capitalization of $340.68 billion, a price-to-earnings ratio of 30.51, a PEG ratio of 0.75 and a beta of 1.34. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $534.99.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same period in the prior year, the company posted $1.70 EPS. The company's revenue for the quarter 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. On average, equities research analysts forecast that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed 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 is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies's payout ratio is 14.63%.

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 131,040 shares of Dell Technologies stock in a transaction on Monday, June 8th. The shares were sold at an average price of $398.13, for a total value of $52,170,955.20. Following the sale, the director owned 12,619 shares of the company's stock, valued at approximately $5,024,002.47. This trade represents a 91.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 138,885 shares of the business's stock in a transaction on Monday, June 8th. The stock was sold at an average price of $398.13, for a total transaction of $55,294,285.05. Following the completion of the sale, the director directly owned 8,585 shares of the company's stock, valued at approximately $3,417,946.05. The trade was a 94.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,527,629 shares of company stock valued at $619,325,485. Corporate insiders own 41.50% of the company's stock.

Wall Street Analyst Weigh In

DELL has been the topic of several recent research reports. US Capital Advisors set a $625.00 price target on shares of Dell Technologies in a report on Wednesday. Citigroup lifted their price objective on Dell Technologies from $515.00 to $600.00 and gave the company a "buy" rating in a research note on Wednesday. CLSA upgraded Dell Technologies to an "outperform" rating in a research note on Friday, May 29th. Barclays raised their target price on Dell Technologies from $550.00 to $603.00 and gave the stock an "overweight" rating in a report on Wednesday. Finally, Citic Securities lifted their price target on Dell Technologies from $160.00 to $505.00 and gave the company a "buy" rating in a research report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Dell Technologies presently has an average rating of "Moderate Buy" and a consensus target price of $553.79.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: AI demand remains the primary catalyst. Dell reported record AI-server orders and a roughly $95 billion backlog, supporting expectations for sustained data-center growth. Broad enterprise IT-refresh demand is providing an additional tailwind. DELL Stock Hits 52-Week High: Does it Have More Room to Run?
• Positive Sentiment: The latest earnings beat reset expectations higher. Dell posted quarterly revenue of $46.97 billion, up 57.7% year over year and above the $44.89 billion consensus. Adjusted earnings of $7.04 per share exceeded estimates by $2.13, while management raised its fiscal outlook. Dell Technologies Raises the Bar Again as AI Demand Fuels Another Strong Quarter
• Positive Sentiment: Analyst support strengthened. Goldman Sachs increased its price target by $60, while JPMorgan raised its target to $635. Other firms, including UBS, Morgan Stanley and TD Cowen, also expressed constructive views, reinforcing bullish sentiment around Dell’s AI-server opportunity. Goldman Sachs resets Dell stock price target by $60
• Positive Sentiment: Dell is increasingly viewed as a potential major AI beneficiary because its growth is being supported by reported customer orders and revenue rather than expectations alone. Its performance has also helped validate the broader AI infrastructure trade. Bank of America sees upside in surging AI stock
• Neutral Sentiment: Valuation and execution are becoming more important. After a sharp 2026 rally and a move near its 52-week high, investors are debating whether the backlog can translate into profitable growth at current expectations.
• Negative Sentiment: Some commentary cautions that Dell’s margins, supply availability and ability to convert the backlog into cash flow could limit further upside. The stock’s substantial gains also increase the risk of profit-taking or consolidation if future results merely meet, rather than exceed, elevated expectations. Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now

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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