Dell Technologies (NYSE:DELL) Director Sells 26,990 Shares

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners De (Aiv sold 26,990 shares of the company's stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $552.79, for a total value of $14,919,802.10. Following the transaction, the director directly owned 35,988 shares in the company, valued at approximately $19,893,806.52. This represents a 42.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Dell Technologies Stock Performance

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Shares of NYSE DELL opened at $589.57 on Friday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $593.98. The company has a market cap of $382.11 billion, a price-to-earnings ratio of 34.22, a PEG ratio of 0.58 and a beta of 1.34. The business's 50 day moving average price is $461.85 and its 200-day moving average price is $337.00.

Dell Technologies (NYSE:DELL - Get Free Report) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $44.89 billion. During the same quarter last year, the firm posted $1.70 earnings per share. The business'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. Sell-side analysts predict that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Announces Dividend

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The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies's dividend payout ratio (DPR) is currently 14.63%.

Institutional Trading of Dell Technologies

Hedge funds and other institutional investors have recently made changes to their positions in the business. Wellington Altus USA Inc. lifted its holdings in shares of Dell Technologies by 38.4% during the 2nd quarter. Wellington Altus USA Inc. now owns 1,475 shares of the technology company's stock valued at $636,000 after purchasing an additional 409 shares during the last quarter. Revere Asset Management Inc purchased a new stake in Dell Technologies in the second quarter valued at about $5,524,000. Sequoia Financial Advisors LLC boosted its holdings in Dell Technologies by 4.5% in the second quarter. Sequoia Financial Advisors LLC now owns 50,146 shares of the technology company's stock worth $21,636,000 after acquiring an additional 2,176 shares in the last quarter. MCF Advisors LLC grew its stake in shares of Dell Technologies by 4.4% during the second quarter. MCF Advisors LLC now owns 2,377 shares of the technology company's stock worth $1,026,000 after acquiring an additional 100 shares during the last quarter. Finally, Archford Capital Strategies LLC acquired a new position in shares of Dell Technologies during the second quarter valued at about $1,214,000. Hedge funds and other institutional investors own 76.37% of the company's stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Investors are responding to bullish expectations for Dell’s AI server business. Recent coverage points to record AI-optimized server revenue of $16.4 billion, a fiscal 2027 AI-server revenue target of $74 billion and a total revenue outlook of $192 billion. The backlog and potential for server revenue to double are supporting expectations for continued growth. Dell’s AI backlog surge
• Positive Sentiment: A broader rally in AI server and semiconductor stocks is lifting Dell alongside Hewlett Packard Enterprise and Super Micro Computer. Goldman Sachs’ forecast for a $1.5 trillion global server market by 2030 reinforces the long-term demand thesis for Dell’s data-center equipment. AI server stocks rally
• Positive Sentiment: Dell and Axelera AI added a lower-power, 45-watt inference option through the Europa architecture, broadening Dell’s AI server lineup and its appeal for enterprise workloads. However, the announcement does not include disclosed Dell orders or guaranteed revenue. Dell gains as inference expands its server lineup
• Neutral Sentiment: Michael Dell’s reported $7.7 billion investment in an insurance company is primarily a personal investment and does not materially change Dell Technologies’ operating outlook. Michael Dell’s insurance investment
• Negative Sentiment: Silver Lake-affiliated directors disclosed multiple Dell share sales on September 15 totaling more than $70 million, following additional sales earlier in the week. The transactions create a potential supply overhang and signal profit-taking after the stock’s strong advance, although Silver Lake entities still retain sizable holdings. Dell insider ownership filing

Analyst Ratings Changes

DELL has been the topic of several research reports. Jefferies Financial Group lowered shares of Dell Technologies to a "hold" rating in a report on Monday, June 1st. Morgan Stanley increased their target price on Dell Technologies from $434.00 to $499.00 and gave the company an "equal weight" rating in a research report on Wednesday, September 2nd. Citigroup lifted their price target on Dell Technologies from $515.00 to $600.00 and gave the company a "buy" rating in a report on Wednesday, September 2nd. The Goldman Sachs Group upped their price objective on Dell Technologies from $510.00 to $570.00 and gave the stock a "buy" rating in a research note on Wednesday, September 2nd. Finally, Susquehanna set a $289.00 price objective on Dell Technologies and gave the company a "neutral" rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.24.

Check Out Our Latest Analysis 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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