XML Financial LLC Reduces Stock Holdings in Dell Technologies Inc. $DELL

XML Financial LLC lessened its stake in shares of Dell Technologies Inc. (NYSE:DELL) by 37.5% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 3,947 shares of the technology company’s stock after selling 2,370 shares during the period. XML Financial LLC’s holdings in Dell Technologies were worth $1,703,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of DELL. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the fourth quarter worth $25,000. Rossby Financial LCC raised its stake in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the period. Navalign LLC bought a new stake in shares of Dell Technologies in the 4th quarter worth about $29,000. Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies during the 4th quarter worth about $29,000. Finally, WealthCollab LLC grew its holdings in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Price Performance

Dell Technologies stock opened at $422.54 on Wednesday. The stock has a market cap of $273.85 billion, a price-to-earnings ratio of 33.56, a price-to-earnings-growth ratio of 0.94 and a beta of 1.34. The firm has a 50-day moving average of $433.44 and a two-hundred day moving average of $301.96. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $514.00.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating the consensus estimate of $4.91 by $2.13. The firm had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company’s revenue was up 57.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.70 earnings per share. 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. Research analysts expect that Dell Technologies Inc. will post 18.32 earnings per share for the current year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s payout ratio is 20.02%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Record results beat expectations. Dell reported quarterly revenue of approximately $47.0 billion, up 57.7% year over year and above the roughly $44.9 billion consensus estimate. Earnings of $7.04 per share also exceeded expectations near $4.91-$4.97 and rose significantly from $2.32 a year ago. Dell Technologies Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: AI server demand accelerated. AI-optimized server revenue reached $16.4 billion, approximately doubling year over year, while AI server orders totaled $60.9 billion. Infrastructure Solutions Group revenue increased 89% to $31.8 billion, highlighting Dell’s positioning in the data-center buildout. Dell Again Lifts Forecasts as AI Demand Powers Record Results
• Positive Sentiment: Management raised guidance well above Wall Street estimates. Fiscal 2027 revenue guidance increased to $192 billion and EPS guidance to $25.50, compared with consensus estimates of approximately $173.9 billion and $18.72. Third-quarter guidance also called for $49 billion of revenue and $6.50 EPS, well ahead of analyst expectations. Dell Boosts Fiscal-Year Outlook as Server Revenue Surges
• Positive Sentiment: A large backlog supports forward revenue visibility. Dell’s AI-server backlog reportedly reached about $95 billion, while the company returned a record $4.3 billion to shareholders through repurchases and dividends and maintained its quarterly dividend at $0.63 per share. Dell’s AI Servers Drive a Stellar Earnings Performance
• Neutral Sentiment: The stock’s reaction may remain volatile. Options markets had implied a roughly 11% post-earnings move, reflecting the unusually high expectations after a major year-to-date rally. Investors are likely to focus on backlog conversion, supply availability and AI-server profitability.
• Negative Sentiment: Valuation leaves limited room for disappointment. Before the report, analysts warned that strong revenue alone might not sustain the rally if memory costs, supply constraints or server margins weaken. Broader pressure on technology stocks from rising Treasury yields, higher oil prices and inflation concerns also weighed on sentiment. Dell Stock Falls Before Earnings
• Negative Sentiment: Reported insider activity was heavily weighted toward selling. The cited data showed no insider purchases over the past six months, while executives and affiliated holders sold shares. This is not necessarily a fundamental signal, but it may temper sentiment following the sharp advance.

Insider Transactions at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 59,492 shares of the firm’s stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the transaction, the director owned 89,222 shares in the company, valued at approximately $40,465,745.88. This trade represents a 40.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the company’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the sale, the director directly owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. This trade represents a 44.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,134,674 shares of company stock valued at $870,637,926. Company insiders own 41.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on DELL. Guggenheim raised shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. TD Cowen boosted their target price on Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research report on Friday, May 29th. CLSA raised Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. Wolfe Research downgraded Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Wells Fargo & Company boosted their price objective on Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a report on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $490.68.

Dell Technologies 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.