Zacks Investment Management 13F: Adds $3.7M to DELL Stake

Zacks Investment Management Increases Stake in Dell Technologies Inc.

Zacks Investment Management expanded its footprint in Dell Technologies Inc. NYSE:DELL by picking up extra shares during the period. According to a Form 13F filing with the Securities and Exchange Commission, the firm lifted its position by 12.5%, purchasing an additional 8,504 shares. That brought its total ownership to 76,387 shares. At the close of the reporting window, that stake carried a value of roughly $32.9 million. Because 13F filings look backward at a prior point in time, this report captures past positioning and might not reflect the fund's current holdings today.

Dell Stock Action and Market Position

Shares of Dell changed hands around $430.73 on Wednesday. The hardware maker operates with a market capitalization near $300.99 billion and a trailing price-to-earnings ratio of 27.5. Looking ahead, the company trades at a forward P/E ratio of 15.8. Over the past year, the stock has moved between a low of $110.22 and a peak of $595.51.

Recent Earnings Performance

Dell reported annual revenue of $151.2 billion alongside a revenue growth rate of 57.7%. The computer hardware firm posted earnings of $17.20 per share, supported by a net margin of 7.5% and a return on equity of 13.4%. Mark your calendar for the company's next scheduled earnings update on November 27, 2026.

Dividend Distribution

Investors collected an annual dividend payout yielding 0.53%, backed by a dividend payout ratio of 13.4%.

Insider Buying and Selling at Dell Technologies Inc.

Company insiders have been active around the stock recently. On June 22, 2026, Radakovich Lynn Vojvodich picked up 12,022 shares at an average price of $31.14, totaling $374,365.08. Earlier in the month on June 16, 2026, Chief Marketing Officer Jane Tunnell disposed of 519 shares. Large shareholder Silver Lake Partners IV and insider David Dorman also adjusted their holdings through transactions on June 12, 2026.

Wall Street Analyst Outlook

Analyst firms have continued updating their views on the computer hardware provider. On October 14, 2026, Barclays adjusted its rating to Equal-Weight with a $574 target. Mizuho kept an Outperform rating with a $650 target on October 6, 2026, while TD Cowen held a Hold rating with a $550 target on September 29, 2026. Morgan Stanley maintained an Equal-Weight rating with a $511 target on September 21, 2026. RBC Capital started coverage with an Outperform rating and a $640 target on September 10, 2026. Evercore ISI Group retained an Outperform rating with a $650 target on September 9, 2026. Citigroup maintained a Buy rating with a $600 target on September 2, 2026, and JP Morgan kept an Overweight rating with a $635 target on the same day. Overall, the stock carries a consensus buy rating and a mean target price of $593 across 25 analyst opinions.

Inside Dell Technologies Solutions

Headquartered in Round Rock, Texas, Dell designs and builds infrastructure and client computing hardware. Its product lineup spans servers, storage arrays, networking switches, notebooks, and desktop workstations that serve enterprise clients, public agencies, and individual consumers worldwide.

What to Watch at Dell Technologies Inc.

Market participants tracking Zacks Investment Management will want to watch for subsequent SEC disclosures to see whether the fund builds out its position further. Additional insights will arrive when Dell publishes its next financial results in late November.