BSN CAPITAL PARTNERS 13F: Exits Dell Technologies (DELL) Stake
Key Points
- BSN Capital Partners sold its entire holding of 40,786 shares of Dell Technologies Inc. according to a Form 13F filing on October 23, 2026.
- Dell Technologies Inc. recently reported trailing twelve month revenue of $151.2 billion alongside earnings of $17.20 per share.
- Wall Street maintains a consensus buy rating on the computer hardware maker with a mean price target of $593.00.
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BSN Capital Partners completely closed out its position in Dell Technologies Inc., selling all 40,786 shares it held according to a Form 13F filing on October 23, 2026. Institutional investment managers disclose their quarterly stock holdings through these filings with the Securities and Exchange Commission.
DELL
Dell Technologies Inc.
What Changed in Bsn Capital Partners's Dell Technologies Inc. Position
BSN Capital Partners held 40,786 shares of Dell Technologies Inc. prior to the filing. By cutting the stake by 100.0%, the firm finished the period with 0 shares, wiping out the holding entirely.
Other Institutional Activity in Dell Technologies Inc.
Other fund managers adjusted their positions in the computer hardware maker around the same time. Sagespring Wealth Partners grew its holdings by 3,198 shares, ending with 7,843 shares worth about $4,219,353.00 after a 68.8% increase. Livforsakringsbolaget Skandia trimmed its stake by 25,950 shares, ending with 112,173 shares valued at about $60,343,466.00 after an 18.8% reduction. Accurate Wealth Management cut its position by 4,996 shares, leaving it with 8,603 shares worth roughly $4,925,192.00. ARS Wealth Advisors Group opened a new position with 483 shares worth about $259,841.00. Goldstein Advisors also initiated a stake, picking up 462 shares valued at approximately $248,533.00.
Dell Technologies Inc. Stock Down 6.0%
Dell Technologies Inc. shares recently traded around $456.54 as of October 24, 2026, close to the $456.44 closing price recorded on the day of the filing. The stock sits well above its 200-day moving average by 42.3% but remains 23.3% below its 52-week high of $595.51.
Recent Earnings
Dell Technologies Inc. posted trailing twelve month revenue of $151.2 billion and earnings of $17.20 per share. The company operates through its Infrastructure Solutions Group and Client Solutions Group segments, delivering hardware and integrated tech solutions worldwide. The next financial update 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 Technologies Inc. pays an annual dividend rate of $2.52 per share, which works out to a 0.56% dividend yield based on recent trading levels.
Insider Buying and Selling at Dell Technologies Inc.
Company insiders executed several sales ahead of the filing. Silver Lake Technology Investors V, L.P. sold 450 shares on October 9, 2026, at an average price of $582.31 for a total value of $262,039.50. Silver Lake Partners V DE (AIV), L.P. sold 25,494 shares at $582.30 per share for a total of $14,845,270.92. L.P. Sl Spv-2 sold 44,408 shares at $582.30 apiece totaling $25,858,973.80. Silver Lake Partners IV, L.P. disposed of 50,454 shares at an average price of $582.45 for a total of $29,386,957.53.
Analysts Set New Price Targets
Analyst firms updated their outlooks on the stock leading up to the report. RBC Capital initiated coverage with an outperform rating and a $640.00 price target on September 10, 2026. Morgan Stanley maintained an equal-weight rating while raising its target from $499.00 to $511.00 on September 21, 2026. TD Cowen maintained a hold rating and lifted its target from $500.00 to $550.00 on September 29, 2026. Mizuho maintained an outperform rating and raised its target from $600.00 to $650.00 on October 6, 2026. Barclays downgraded the stock to equal-weight and lowered its target from $603.00 to $574.00 on October 14, 2026.
About Dell Technologies Inc.
Based in Round Rock, Texas, Dell Technologies Inc. builds computer hardware and integrated tech solutions for business and consumer markets.
Bottom Line
Investors will watch how institutional demand shifts ahead of Dell Technologies Inc.'s upcoming earnings release on November 27, 2026.
Related Filing Alerts
Source: BSN CAPITAL PARTNERS's 13F filing on $DELL (Oct 23, 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