Revere Asset Management Inc Invests $5.52 Million in Dell Technologies Inc. $DELL

Posted by Brenda Bartman on Sep 14th, 2026

Dell Technologies logo Revere Asset Management Inc acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) during the second quarter, Holdings Channel reports. The firm acquired 12,804 shares of the technology company’s stock, valued at approximately $5,524,000. Dell Technologies comprises 2.1% of Revere Asset Management Inc’s investment portfolio, making the stock its 9th largest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC bought a new position in Dell Technologies during the 4th quarter valued at $25,000. Cornerstone Financial Management LLC raised its stake in shares of Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares in the last quarter. iA Global Asset Management Inc. acquired a new stake in shares of Dell Technologies in the fourth quarter valued at $32,000. Portus Wealth Advisors LLC bought a new position in Dell Technologies during the first quarter valued at about $35,000. Finally, Byrne Asset Management LLC bought a new position in Dell Technologies during the second 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 reported record AI-server orders of approximately $60.9 billion in its latest fiscal quarter and ended the period with a roughly $95 billion backlog, reinforcing expectations for continued AI infrastructure growth. Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
Positive Sentiment: RBC initiated coverage with an Outperform rating, while other commentary remains bullish on Dell’s role as a major supplier of servers for agentic AI and data-center expansion. Why Dell Stock Climbed to a New All-Time High This Week
Positive Sentiment: Analysts and technical indicators remain supportive, with projections calling for strong revenue and earnings growth and Barchart maintaining a Buy-oriented technical view. Dell Stock Is Up 331% Over the Past Year and Still Could Run Higher
Positive Sentiment: Dell expanded its AI infrastructure efforts in Saudi Arabia through a collaboration with Salam focused on cloud infrastructure and edge-AI solutions, adding potential international growth opportunities. Salam and Dell Technologies Collaborate
Neutral Sentiment: A consortium led by Michael Dell’s family office agreed to take Baldwin Insurance private for approximately $7.7 billion. The transaction involves a private investment vehicle rather than Dell Technologies, so it has limited direct impact on DELL’s fundamentals. Dell’s DFO Management and Sequence to Take Baldwin Private
Negative Sentiment: DELL declined as investors reduced exposure to AI hardware stocks amid concerns about AI spending sustainability, AI-related risks and profit-taking following its record advance. Why Is Dell Technologies Stock Falling Monday?
Negative Sentiment: A reported $29.5 million insider sale, along with separate director stock sales, added to concerns that company insiders may be taking advantage of the sharp rally. Dell Stock Falls as AI Spending Concerns and Insider Sale Weigh
Negative Sentiment: Valuation and execution risks are becoming more important after the stock’s extraordinary run, particularly because AI-server demand is surging faster than Dell can build equipment and collect cash. Should You Buy Dell Technologies Stock for All That AI Revenue?

Dell Technologies Price Performance

NYSE DELL traded down $32.30 on Monday, hitting $534.99. 9,134,794 shares of the company were exchanged, compared to its average volume of 8,384,696. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $567.75. The firm has a market capitalization of $346.73 billion, a P/E ratio of 31.05, a price-to-earnings-growth ratio of 0.59 and a beta of 1.34. The company’s 50 day moving average price is $451.44 and its 200-day moving average price is $324.90.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 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 company had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. During the same period last year, the company posted $1.70 earnings per share. The business’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. As a group, equities analysts expect that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Dividend Announcement

The company 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 dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s payout ratio is presently 14.63%.

Wall Street Analysts Forecast Growth

DELL has been the topic of several research reports. Daiwa Securities Group boosted their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. CLSA raised shares of Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. KeyCorp reiterated a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. Cantor Fitzgerald began coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating for the company. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on shares of Dell Technologies in a research report on Thursday, September 3rd. They issued 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 assigned a Hold rating to the company. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $560.24.

Read Our Latest Report on Dell Technologies

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 48,097 shares of the company’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $540.39, for a total transaction of $25,991,137.83. Following the transaction, the director directly owned 47,386 shares of the company’s stock, valued at approximately $25,606,920.54. The trade was a 50.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jennifer D. Saavedra sold 25,251 shares of the 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 sale, the insider directly owned 296,891 shares of the company’s stock, valued at approximately $154,383,320. This represents a 7.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,412,945 shares of company stock worth $686,463,063. Insiders own 41.50% of the company’s stock.

Dell Technologies Profile

(Free Report)

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.