Soltis Investment Advisors LLC Purchases 1,755 Shares of Dell Technologies Inc. $DELL

Posted by on Oct 31st, 2026

Soltis Investment Advisors LLC lifted its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 161.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,844 shares of the technology company’s stock after purchasing an additional 1,755 shares during the period. Soltis Investment Advisors LLC’s holdings in Dell Technologies were worth $1,530,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Founders Financial Securities LLC purchased a new stake in Dell Technologies during the 3rd quarter worth $393,000. Bosman Wealth Management LLC purchased a new position in Dell Technologies in the 3rd quarter valued at about $417,000. United Asset Strategies Inc. boosted its position in Dell Technologies by 169.4% in the 3rd quarter. United Asset Strategies Inc. now owns 9,842 shares of the technology company’s stock valued at $5,295,000 after buying an additional 6,189 shares during the last quarter. Choreo LLC boosted its position in Dell Technologies by 6.5% in the 3rd quarter. Choreo LLC now owns 11,948 shares of the technology company’s stock valued at $6,427,000 after buying an additional 724 shares during the last quarter. Finally, Argentarii LLC grew its stake in shares of Dell Technologies by 10.9% during the third quarter. Argentarii LLC now owns 527 shares of the technology company’s stock valued at $284,000 after acquiring an additional 52 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently commented on the company. Piper Sandler reiterated an “overweight” rating and issued a $558.00 price target (up from $497.00) on shares of Dell Technologies in a research note on Wednesday, September 2nd. Morgan Stanley increased their price target on Dell Technologies from $499.00 to $511.00 and gave the company an “equal weight” rating in a report on Monday, September 21st. KeyCorp restated a “sector weight” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Susquehanna restated a “positive” rating on shares of Dell Technologies in a report on Tuesday, September 29th. Finally, Cantor Fitzgerald assumed coverage on Dell Technologies in a research report on Wednesday, September 2nd. They issued an “overweight” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $569.96.

Read Our Latest Research Report on Dell Technologies

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 83,006 shares of the business’s stock in a transaction 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 owned 73,185 shares in the company, valued at $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the stock in a transaction on Thursday, September 3rd. The stock was 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 in the company, valued at $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,819,650 shares of company stock worth $991,183,596 over the last 90 days. 41.50% of the stock is currently owned by company insiders.

Key Headlines Impacting Dell Technologies

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

Dell Technologies Stock Down 10.9%

Shares of Dell Technologies stock opened at $423.63 on Friday. The firm has a market cap of $269.35 billion, a P/E ratio of 24.59, a P/E/G ratio of 0.49 and a beta of 1.37. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $595.51. The business has a 50-day moving average price of $513.74 and a 200 day moving average price of $330.29.

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

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, October 20th. Dell Technologies’s dividend payout ratio is currently 14.63%.

Dell Technologies Company 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.

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Institutional Ownership by Quarter for Dell Technologies (NYSE:DELL)

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