ARS Wealth Advisors Group 13F: New $260K Stake in DELL
ARS Wealth Advisors Group opened a new stake in Dell Technologies Inc. (NYSE:DELL) with the acquisition of 483 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
ARS Wealth Advisors Group opened a new position of 483 shares in Dell Technologies Inc. ($DELL), according to a 13F filing with the SEC dated October 16, 2026. It reported 483 shares worth $259,841 at the end of the quarter.
Find the original: ARS Wealth Advisors Group 13F filings on SEC EDGAR
Key Points
- ARS Wealth Advisors Group opened a new position in Dell Technologies Inc. (NYSE:DELL) by purchasing 483 shares valued at approximately $259,841.
- The hardware maker recently traded around $460.85, sitting below its 50-day moving average and well above its 52-week low.
- Wall Street maintains a consensus buy rating on the stock with a mean price target of $593.00 ahead of upcoming earnings.
Get $DELL trade alerts by text
We text you when insiders, Congress or big funds trade $DELL. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Dell Technologies Inc. alert may contain errors. Disclosures
In a Form 13F filing on October 16, 2026, ARS Wealth Advisors Group reported a new stake in Dell Technologies Inc. (NYSE:DELL). Keep in mind that 13F filings are backward-looking and reflect holdings as of the end of the reporting quarter, meaning they may not capture trades made since then.
Inside ARS Wealth Advisors Group's Dell Trade
The firm picked up a fresh stake in the hardware company during the period. ARS Wealth Advisors Group bought 483 shares of Dell Technologies Inc., bringing its total holding to 483 shares. The reported value of this new investment reached $259,841.
Other Institutional Activity in Dell
Other large funds have also adjusted their positions in the computer hardware firm. Blackrock Inc. reduced its holdings by 655,875 shares, ending with 24,094,119 shares worth about $10,883,554,287. Vanguard Capital Management LLC trimmed its stake by 423,735 shares to hold 19,013,637 shares valued at roughly $8,588,649,806. State Street Corporation cut its position by 576,503 shares, leaving it with 13,764,359 shares worth about $6,217,498,486. Bank of America Corporation lowered its holdings by 3,552,632 shares to finish with 10,842,148 shares valued at approximately $4,897,506,580. Meanwhile, JPMORGAN CHASE & CO grew its stake by 7,355,744 shares, resulting in a total of 10,437,458 shares worth about $4,714,704,063.
Dell Technologies Inc. Stock Down 9.3%
Dell shares recently traded near $460.85 as of October 16, 2026. The stock trades below its 50-day moving average of $512.76 and above its 200-day moving average of $310.65. Its shares sit below the 52-week high of $595.51 while trading well above the 52-week low of $110.22.
Recent Earnings
Dell reported trailing-twelve-month revenue of $151.2 billion alongside trailing 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 firm's next quarterly earnings report is scheduled for release on November 27, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
12 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
-
Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
-
Pre-earnings setup
Bar was high, analysts already very bullish.
-
Analyst signal
2 upgrades, 12 target raises.
-
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 yielding 0.53% with a dividend payout ratio of 13.4%.
Insider Buying and Selling at Dell Technologies Inc.
Several major stakeholders reported stock transactions recently. On October 9, 2026, L.P. Silver Lake Technology Investors IV sold 996 shares for a total value of $579,972. Lp. Silver Lake Partners IV sold 50,454 shares valued at $29,386,956 on the same day. L.P. Silver Lake Technology Investors V disposed of 450 shares worth $262,040 on October 9, 2026. L.P. Sl Spv-2 sold 44,408 shares for a total value of $258,589,75 on October 9, 2026.
Analysts Set New Price Targets
Wall Street firms have actively updated their views on the stock. 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, 2026, while raising its target from $499.00 to $511.00. TD Cowen maintained a hold rating on September 29, 2026, lifting its target from $500.00 to $550.00. Mizuho maintained an outperform rating on October 6, 2026, raising its target from $600.00 to $650.00. Barclays downgraded the stock to an equal-weight rating on October 14, 2026, while lowering its target from $603.00 to $574.00. Overall, analysts hold a consensus buy recommendation on the stock with a mean price target of $593.00 across 25 analyst opinions.
About Dell Technologies Inc.
Dell designs, manufactures, and supports a broad range of integrated technology solutions across infrastructure and client hardware markets. The company serves enterprise customers and individual consumers globally through its infrastructure and client solutions segments. Institutional interest from firms like ARS Wealth Advisors Group reflects ongoing portfolio adjustments around the hardware maker's offerings.
Bottom Line
Investors tracking Dell should watch for the upcoming earnings report on November 27, 2026. Future SEC filings will reveal whether institutional interest continues to evolve as market conditions shift.
Source: ARS Wealth Advisors Group's 13F filing on $DELL (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: ARS Wealth Advisors Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
