Key Points
- Silver Lake Partners director sold 14,242 Dell shares at an average price of $534.05, generating approximately $7.6 million and reducing their direct ownership by 37% to 24,237 shares.
- Dell reported strong quarterly results, with adjusted earnings of $7.04 per share and revenue of $46.97 billion, surpassing analyst estimates and representing 57.7% year-over-year revenue growth.
- AI-driven demand continues to support Dell’s outlook, while the company declared a quarterly dividend of $0.63 per share. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $560.24.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners De (Aiv sold 14,242 shares of the business's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $534.05, for a total value of $7,605,940.10. Following the completion of the transaction, the director directly owned 24,237 shares in the company, valued at $12,943,769.85. This represents a 37.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Dell Technologies Stock Up 3.6%
Shares of DELL stock opened at $563.31 on Thursday. The firm has a 50 day moving average of $459.06 and a 200-day moving average of $333.89. The company has a market cap of $365.09 billion, a price-to-earnings ratio of 32.69, a price-to-earnings-growth ratio of 0.56 and a beta of 1.34. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $576.75.
Dell Technologies (NYSE:DELL - Get Free Report) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating analysts' consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same period in the previous year, the company posted $1.70 EPS. The firm's 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. Analysts anticipate that Dell Technologies Inc. will post 25.14 earnings per share for the current year.
Dell Technologies Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be issued a dividend of $0.63 per share. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 annualized dividend and a yield of 0.4%. Dell Technologies's payout ratio is 14.63%.
More Dell Technologies News
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Goldman Sachs raised its outlook for the global server market, projecting it could reach $1.5 trillion by 2030, supported by a 39% compound annual growth rate from 2025. The forecast reinforces expectations for sustained demand for Dell’s AI servers and data-center equipment. Why Dell Technologies stock is gaining
- Positive Sentiment: Recent coverage highlighted Dell’s record AI-optimized server revenue of $16.4 billion, a raised fiscal 2027 AI-server revenue target of $74 billion, and total revenue guidance of $192 billion. A substantial backlog and ongoing supply constraints suggest growth could remain strong. Dell’s AI server backlog
- Positive Sentiment: Dell is scheduled to enter the S&P 100 before the open on September 21, which could generate incremental buying from index-tracking funds. The company also expanded its AI ecosystem through a collaboration with Axelera AI for the Europa processing architecture. Dell AI demand and S&P 100 entry
- Neutral Sentiment: Dell subsidiaries completed a $5 billion senior-notes offering. The proceeds should support liquidity and debt refinancing, although the borrowing highlights the capital requirements of expanding AI infrastructure capacity. Dell senior-notes offering
- Negative Sentiment: Silver Lake-affiliated directors disclosed additional sales of Dell shares totaling more than $60 million on September 14, following sizable sales on September 11. The transactions create a potential supply overhang, though the affiliated entities continue to hold substantial positions. Dell insider ownership filing
Hedge Funds Weigh In On Dell Technologies
A number of large investors have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the fourth quarter valued at approximately $25,000. Cornerstone Financial Management LLC boosted its holdings in Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company's stock valued at $28,000 after purchasing an additional 23 shares during the period. iA Global Asset Management Inc. purchased a new position in shares of Dell Technologies during the 4th quarter valued at $32,000. Portus Wealth Advisors LLC bought a new position in shares of Dell Technologies in the first quarter worth $35,000. Finally, Byrne Asset Management LLC purchased a new stake in shares of Dell Technologies in the second quarter worth $38,000. 76.37% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several research analysts have weighed in on DELL shares. Wall Street Zen raised Dell Technologies from a "buy" rating to a "strong-buy" rating in a research report on Saturday, May 30th. Barclays raised their target price on Dell Technologies from $550.00 to $603.00 and gave the company an "overweight" rating in a research report on Wednesday, September 2nd. Susquehanna set a $289.00 target price on Dell Technologies and gave the stock a "neutral" rating in a research note on Friday, May 29th. Piper Sandler restated an "overweight" rating and set a $558.00 price target (up from $497.00) on shares of Dell Technologies in a research report on Wednesday, September 2nd. Finally, HSBC raised shares of Dell Technologies to a "buy" rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $560.24.
View Our Latest 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.
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