VIRGINIA RETIREMENT SYSTEMS ET Al Purchases 36,400 Shares of Dell Technologies Inc. $DELL

Posted by George Bondi on Oct 31st, 2026

Dell Technologies logo VIRGINIA RETIREMENT SYSTEMS ET Al increased its position in Dell Technologies Inc. (NYSE:DELL – Free Report) by 159.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 59,182 shares of the technology company’s stock after acquiring an additional 36,400 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Dell Technologies were worth $31,837,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DELL. Parcion Private Wealth LLC lifted its holdings in shares of Dell Technologies by 4.4% during the third quarter. Parcion Private Wealth LLC now owns 3,895 shares of the technology company’s stock valued at $2,095,000 after purchasing an additional 165 shares in the last quarter. Partners Wealth Management LLC bought a new stake in Dell Technologies in the 3rd quarter worth about $558,000. Soltis Investment Advisors LLC increased its holdings in Dell Technologies by 161.2% in the 3rd quarter. Soltis Investment Advisors LLC now owns 2,844 shares of the technology company’s stock worth $1,530,000 after buying an additional 1,755 shares in the last quarter. Founders Financial Securities LLC purchased a new position in Dell Technologies in the 3rd quarter worth about $393,000. Finally, Bosman Wealth Management LLC purchased a new position in Dell Technologies in the 3rd quarter worth about $417,000. 76.37% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on DELL. Raymond James Financial raised their price target on shares of Dell Technologies from $500.00 to $617.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft began coverage on shares of Dell Technologies in a report on Thursday, September 3rd. They set a “hold” rating and a $480.00 price objective for the company. TD Cowen increased their price objective on shares of Dell Technologies from $500.00 to $550.00 and gave the company a “hold” rating in a research report on Tuesday, September 29th. Mizuho raised their target price on shares of Dell Technologies from $600.00 to $650.00 and gave the stock an “outperform” rating in a report on Tuesday, October 6th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $569.96.

Get Our Latest Stock Report on Dell Technologies

Dell Technologies Stock Performance

DELL stock opened at $423.63 on Friday. The company has a market cap of $269.35 billion, a price-to-earnings ratio of 24.59, a P/E/G ratio of 0.49 and a beta of 1.37. The business’s 50-day moving average is $513.74 and its two-hundred day moving average is $330.29. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $595.51.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the previous year, the company posted $1.70 EPS. 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. Equities analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were issued a $0.63 dividend. The ex-dividend date of this dividend was Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

More Dell Technologies News

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

Positive Sentiment: Dell’s AI infrastructure business remains a key long-term support. Recent coverage highlighted accelerating storage growth, a reported $95 billion backlog and rising earnings estimates, while expanded AI security and cyber-resilience capabilities could strengthen its position against Cisco and Hewlett Packard Enterprise. Everpure vs. Dell: Which Data Storage Stock Is the Better Buy Now? DELL Expands AI Security Capabilities
Neutral Sentiment: One report characterized Dell as a founder-led technology company with potential for continued innovation and global growth, but it does not introduce a new catalyst for the current session. Founder-Led Giants Redefining Technology and Global Market Growth
Neutral Sentiment: A filing-related report said an account associated with Donald Trump sold as much as $1 million of Dell stock, despite his public comments encouraging purchases. The transaction may attract attention but is small relative to Dell’s market value and does not change the company’s fundamentals. Trump Filing Reveals Dell Stock Sale
Negative Sentiment: Intel warned that memory shortages are constraining PC demand and that weakness could persist, hurting computer and server manufacturers. Dell fell alongside HP, Hewlett Packard Enterprise and Super Micro as investors priced in slower hardware demand and potential supply-cost pressure. Dell Sinks as Intel Warning Hits Hardware Stocks
Negative Sentiment: Intel’s weak fourth-quarter outlook, margin pressure and roughly 25% share-price reset reinforced concerns about a prolonged PC downturn. The read-through is negative for Dell’s traditional PC business, even though AI servers may continue to grow. Silicon Shock: Intel’s Valuation Reset
Negative Sentiment: Investors are also questioning whether Dell’s rally has outpaced its fundamentals, citing sharply weaker cash flow and negative shareholders’ equity. Those concerns increase sensitivity to any slowdown in AI or broader hardware demand. The Next AI Stock to Break Out May Not Be on Most Investors’ Radar

Insider Buying and Selling

In related news, Director Spv-2 L.P. Sl sold 83,006 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the completion of the sale, the director directly owned 73,185 shares in the company, valued at approximately $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director directly owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. This represents a 58.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,819,650 shares of company stock worth $991,183,596. 41.50% of the stock is currently owned by insiders.

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, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.