Sagespring Wealth Partners 13F: Adds $1.7M to DELL Stake
Key Points
- Sagespring Wealth Partners boosted its Dell Technologies Inc. holdings by 3,198 shares to reach 7,843 shares in an October 22, 2026 filing.
- Dell Technologies Inc. trades around $452.99, sitting above its 200-day moving average while analysts maintain a consensus buy rating.
- Several company insiders completed stock sales in early October, including transactions by Silver Lake entities.
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Sagespring Wealth Partners boosted its holdings in Dell Technologies Inc. (NYSE:DELL) by 68.8%, according to a Form 13F filing with the SEC on October 22, 2026. The firm added 3,198 shares during the period to bring its total stake to 7,843 shares. The reported value of the investment reached approximately $4,219,353.
DELL
Dell Technologies Inc.
What Changed in Sagespring Wealth Partners's Dell Technologies Inc. Position
The fund expanded its commitment to the hardware maker significantly during the quarter. Prior to this adjustment, Sagespring held 4,645 shares of the company. The 68.8% increase lifts its total share count to 7,843, reflecting a notable addition to the portfolio as the stock trades well above its long-term moving averages.
Other Institutional Activity in Dell Technologies Inc.
Other institutional investors made adjustments to their Dell holdings around the same time. ARS Wealth Advisors Group added 483 shares, ending with 483 shares valued at $259,841. Goldstein Advisors picked up 462 shares for a total of 462 shares worth about $248,533. Curated Wealth Partners trimmed its position by 99.5%, selling 394,304 shares to leave it with 1,877 shares valued at $1,009,730. Mackenzie Financial grew its holdings by 113,425 shares, ending with 323,477 shares worth about $136,728,874.96. Meanwhile, Livforsakringsbolaget Skandia cut its stake by 18.8%, reducing its position by 25,950 shares to hold 112,173 shares valued at $60,343,466.
Dell Technologies Inc. Stock Down 1.9%
Dell shares recently traded around $452.99 as of October 23, 2026, roughly equal to the closing price of $452.95 recorded on the filing date. The stock has experienced wide swings over the past year, registering a 52-week low of $110.22 and a 52-week high of $595.51. Shares currently sit about 41.9% above their 200-day moving average of $319.12.
Recent Earnings
Dell generated $151.2 billion in trailing-twelve-month revenue alongside earnings of $17.20 per share. The company reported a net profit margin of 7.5% and a year-over-year revenue growth rate of 57.7%. Its next quarterly earnings 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
The company pays an annual dividend rate of $2.52 per share, which translates to a dividend yield of 0.52%. This payout is supported by a dividend payout ratio of 13.4%.
Insider Buying and Selling at Dell Technologies Inc.
Company insiders completed multiple transactions in early October before the filing. On October 9, 2026, Silver Lake Technology Investors V, L.P. sold 450 shares 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, totaling $14,845,270.92. L.P. Sl Spv-2 disposed of 44,408 shares at $582.30 each, bringing in $25,858,973.80. Additionally, Silver Lake Partners IV, L.P. sold 50,454 shares at $582.45 per share for a total value of $29,386,957.53. None of these transactions were carried out under a pre-arranged Rule 10b5-1 trading plan.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. 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 while lifting its target from $499.00 to $511.00 on September 21, 2026. TD Cowen maintained a hold rating and raised its target from $500.00 to $550.00 on September 29, 2026. Mizuho maintained an outperform rating and lifted 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. The stock carries a consensus buy rating and a mean price target of $593.00 across 25 analyst opinions.
About Dell Technologies Inc.
Headquartered in Round Rock, Texas, Dell Technologies designs and builds hardware and infrastructure solutions for enterprise and consumer markets. The company operates through its Infrastructure Solutions Group and Client Solutions Group segments, providing everything from personal computers to core data center hardware. Institutional adjustments like Sagespring's position change track how professional investors manage exposure to major technology providers.
Bottom Line
Sagespring Wealth Partners expanded its investment in Dell as the technology firm prepares for its late November earnings report. Investors will look to upcoming quarterly results to see if the company can sustain its recent revenue growth and maintain momentum above its key moving averages.
Related Filing Alerts
Source: Sagespring Wealth Partners's 13F filing on $DELL (Oct 22, 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