Accurate Wealth Management 13F: Cuts DELL Stake by $2.9M
Key Points
- Accurate Wealth Management reduced its Dell Technologies holdings by 4,996 shares during the period, ending with 8,603 shares worth about $4.9 million.
- Dell Technologies recently traded around $461.65, sitting well above its 200-day moving average of $315.64.
- Several Wall Street firms updated their targets on Dell ahead of the filing, with a consensus buy rating and an average price target of $593.00.
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Accurate Wealth Management reduced its position in Dell Technologies Inc. (NYSE:DELL) by 36.7% during the quarter, according to a Form 13F filing on October 20, 2026. The firm sold 4,996 shares of the computer hardware maker, leaving it with 8,603 shares. The remaining stake had a reported value of $4,925,192 at the end of the period. Dell Technologies closed at $461.56 on the filing date.
DELL
Dell Technologies Inc.
Dell Technologies Inc. Stock Up 2.2%
Dell shares recently traded around $461.65 as of October 21, 2026. That puts the stock roughly even with its close on the filing date. The stock sits about 22.5% below its 52-week high of $595.51 and well above its 52-week low of $110.22. It trades about 10.1% below its 50-day moving average of $513.29, while holding 46.3% above its 200-day moving average of $315.64.
Recent Earnings
Dell Technologies reported trailing-twelve-month revenue of $151.2 billion and earnings of $17.20 per share. The company posted a net profit margin of 7.5% and a year-over-year revenue growth rate of 57.7%. The company operates through its Infrastructure Solutions Group and Client Solutions Group, building computing and technology infrastructure for customers globally. Its next earnings report is scheduled for November 27, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
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Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 upgrades, 12 target raises.
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Earnings quality
Gross margin down 3.4 points. Operating margin up 3.4 points. Positive free cash flow.
Earnings Call Summary
Dell had a strong quarter with record revenue of twenty nine point eight billion dollars, up nineteen percent, driven by exceptional AI server demand. They shipped eight point two billion dollars in AI servers and have an eleven point seven billion dollar backlog. Management expects margins to improve in the second half as the AI business scales and traditional server and storage mix improves, while operating expenses continue declining.
Guidance Dell raised full year revenue guidance to one hundred seven billion dollars, up twelve percent. They now expect AI server shipments of twenty billion dollars for the year, up five billion from prior guidance. Third quarter revenue should reach twenty seven billion dollars, up eleven percent. They expect full year earnings per share of nine dollars and fifty five cents, up seventeen percent.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Dell pays an annual dividend of $2.52 per share, which gives it a dividend yield of 0.55%. The company's dividend payout ratio stands at 13.4%, meaning it uses a modest share of its earnings to cover the payout.
Insider Buying and Selling at Dell Technologies Inc.
Several major stakeholders trimmed their holdings in Dell prior to the filing. On October 9, 2026, Silver Lake Partners IV sold 50,454 shares for roughly $29.4 million. L.P. Sl Spv-2 sold 44,408 shares valued at about $25.9 million. Additionally, Silver Lake Technology Investors IV sold 996 shares worth $579,972, and Silver Lake Technology Investors V sold 450 shares valued at $262,040.
Wall Street Analyst Views
Analysts updated their outlooks on Dell ahead of the filing period. On September 10, 2026, RBC Capital initiated coverage with an outperform rating and a $640.00 price target. Morgan Stanley maintained an equal-weight rating on September 21, lifting its target from $499.00 to $511.00. TD Cowen maintained a hold rating on September 29, raising its target from $500.00 to $550.00. Mizuho maintained an outperform rating on October 6, raising its target from $600.00 to $650.00. Finally, Barclays downgraded the stock to equal-weight on October 14, lowering its target from $603.00 to $574.00. Overall, the stock holds a consensus buy rating with a mean price target of $593.00 across 25 analyst opinions.
About Dell Technologies Inc.
Headquartered in Round Rock, Texas, and led by CEO Michael Saul Dell, the company employs roughly 97,000 people. It designs, manufactures, and supports a broad range of integrated technology products, servers, storage devices, and personal computers for businesses and consumers worldwide.
Bottom Line
Investors will look toward Dell's upcoming earnings report on November 27, 2026, for further clues on hardware demand and profit margins. Institutional ownership shifts and insider transaction patterns will remain key areas to monitor in future SEC filings.
Related Filing Alerts
Source: Accurate Wealth Management's 13F filing on $DELL (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts