Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 91,191 Shares

September 9, 2026 by InsiderTrades.com

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the business's stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the transaction, the director owned 64,209 shares in the company, valued at $33,217,884.06. This represents a 58.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

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Silver Lake Partners Iv, L.P. also recently made the following trade(s):

On Thursday, September 3rd, Silver Lake Partners Iv, L.P. sold 75,285 shares of Dell Technologies stock. The stock was sold at an average price of $507.61, for a total transaction of $38,215,418.85.
On Thursday, July 9th, Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock. The shares were sold at an average price of $453.54, for a total value of $31,160,919.24.
On Wednesday, July 8th, Silver Lake Partners Iv, L.P. sold 72,854 shares of Dell Technologies stock. The stock was sold at an average price of $427.15, for a total value of $31,119,586.10.
On Monday, July 6th, Silver Lake Partners Iv, L.P. sold 72,766 shares of Dell Technologies stock. The stock was sold at an average price of $410.52, for a total value of $29,871,898.32.
On Friday, June 12th, Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock. The shares were sold at an average price of $403.12, for a total value of $15,938,155.44.
On Thursday, June 11th, Silver Lake Partners Iv, L.P. sold 62,403 shares of Dell Technologies stock. The stock was sold at an average price of $380.25, for a total value of $23,728,740.75.
On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 71,640 shares of Dell Technologies stock. The stock was sold at an average price of $380.47, for a total value of $27,256,870.80.
On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The shares were sold at an average price of $394.99, for a total value of $18,543,200.54.

Dell Technologies Trading Up 1.7%

Shares of DELL stock opened at $533.27 on Wednesday. The company's fifty day moving average price is $443.55 and its 200-day moving average price is $316.11. The stock has a market cap of $345.62 billion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 0.54 and a beta of 1.34. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $538.47.

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Dell Technologies (NYSE:DELL - Get Free Report) last issued its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same period last year, the business earned $1.70 EPS. Dell Technologies's quarterly revenue was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, sell-side analysts forecast that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies's dividend payout ratio (DPR) is currently 14.63%.

Institutional Inflows and Outflows

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Hedge funds have recently made changes to their positions in the stock. California State Teachers Retirement System raised its stake in Dell Technologies by 41,141.5% during the 2nd quarter. California State Teachers Retirement System now owns 198,605,353 shares of the technology company's stock valued at $85,690,266,000 after buying an additional 198,123,786 shares during the last quarter. State Street Corp lifted its holdings in Dell Technologies by 1.8% in the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company's stock valued at $1,852,450,000 after acquiring an additional 265,740 shares during the period. Bank of America Corp DE grew its stake in shares of Dell Technologies by 7.6% during the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company's stock valued at $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Geode Capital Management LLC increased its position in shares of Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company's stock valued at $939,808,000 after purchasing an additional 108,011 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company's stock worth $919,051,000 after purchasing an additional 2,445,854 shares during the period. 76.37% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

Positive Sentiment: Record AI server orders of $60.9 billion helped drive quarterly revenue to $46.97 billion, while earnings of $7.04 per share exceeded the $4.91 consensus estimate. The results reinforce expectations for rapid growth in AI-related infrastructure. Dell Q2 2027 Earnings Call Transcript
Positive Sentiment: Coverage emphasizes that Dell is benefiting from an “on-premise” AI buildout, as enterprises install servers and AI systems internally rather than relying exclusively on public cloud providers. This broadens the potential demand opportunity beyond hyperscale data centers. Dell’s latest reinvention and on-premise AI
Positive Sentiment: Analysts and financial commentators continue to raise Dell’s profile as a leading AI infrastructure investment, citing surging earnings, strong demand and the company’s roughly $95 billion AI backlog. Wall Street optimism has supported the stock’s recent momentum. Wall Street raises Dell targets after earnings
Neutral Sentiment: Dell’s consumer PC business is also expanding with the lower-priced Dell 14S laptop, supported by improving PC demand. However, competition from HP and Apple limits the significance of this opportunity relative to the much larger AI server business. Dell expands consumer PC reach
Negative Sentiment: At roughly $524 per share after a gain of more than 300% over the past year, valuation and execution risk are becoming more important. Investors are questioning how much of the AI backlog will convert into revenue and profitable margins, while the stock’s proximity to its high leaves less room for disappointment. Is Dell Making Money Where You Think It Is?

Analysts Set New Price Targets

Several analysts recently weighed in on DELL shares. Sanford C. Bernstein upped their price target on Dell Technologies from $500.00 to $650.00 and gave the stock an "outperform" rating in a research note on Wednesday, September 2nd. Cantor Fitzgerald began coverage on Dell Technologies in a report on Wednesday, September 2nd. They issued an "overweight" rating on the stock. UBS Group reissued an "outperform" rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Fox Advisors upgraded Dell Technologies from an "equal weight" rating to an "overweight" rating and set a $625.00 price target for the company in a report on Wednesday, September 2nd. Finally, Truist Financial lifted their price target on Dell Technologies from $360.00 to $505.00 and gave the stock a "hold" rating in a research report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Dell Technologies presently has an average rating of "Moderate Buy" and a consensus target price of $553.79.

Read Our Latest Stock Report on DELL

Dell Technologies Company Profile

(Get Free Report)

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.