Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $4,554,741.38 in Stock

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners Iv, L.P. sold 7,994 shares of the firm's stock in a transaction on Monday, September 21st. The shares were sold at an average price of $569.77, for a total transaction of $4,554,741.38. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

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

• On Thursday, September 17th, Silver Lake Partners Iv, L.P. sold 50,688 shares of Dell Technologies stock. The shares were sold at an average price of $585.91, for a total value of $29,698,606.08.
• On Thursday, September 17th, Silver Lake Partners Iv, L.P. sold 1,800 shares of Dell Technologies stock. The stock was sold at an average price of $582.01, for a total value of $1,047,618.00.
• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 51,494 shares of Dell Technologies stock. The stock was sold at an average price of $567.88, for a total value of $29,242,412.72.
• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 5,300 shares of Dell Technologies stock. The shares were sold at an average price of $567.99, for a total value of $3,010,347.00.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 50,728 shares of Dell Technologies stock. The stock was sold at an average price of $552.61, for a total value of $28,032,800.08.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 766 shares of Dell Technologies stock. The stock was sold at an average price of $564.46, for a total value of $432,376.36.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 4,750 shares of Dell Technologies stock. The shares were sold at an average price of $547.78, for a total value of $2,601,955.00.
• On Monday, September 14th, Silver Lake Partners Iv, L.P. sold 27,161 shares of Dell Technologies stock. The stock was sold at an average price of $534.04, for a total transaction of $14,505,060.44.
• On Monday, September 14th, Silver Lake Partners Iv, L.P. sold 8,100 shares of Dell Technologies stock. The stock was sold at an average price of $538.90, for a total transaction of $4,365,090.00.
• On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 79,072 shares of Dell Technologies stock. The shares were sold at an average price of $558.74, for a total transaction of $44,180,689.28.

Dell Technologies Stock Down 4.4%

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Shares of NYSE DELL opened at $550.00 on Wednesday. The company has a market capitalization of $349.70 billion, a PE ratio of 31.92, a P/E/G ratio of 0.60 and a beta of 1.34. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51. The firm has a fifty day simple moving average of $469.33 and a 200 day simple moving average of $345.79.

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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 EPS for the quarter, beating analysts' consensus estimates 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 business had revenue of $46.97 billion for the quarter, compared to analysts' expectations of $44.89 billion. During the same quarter in the prior year, the firm posted $1.70 earnings per share. The business'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. As a group, equities analysts expect that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

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

Institutional Investors Weigh In On Dell Technologies

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Several hedge funds and other institutional investors have recently made changes to their positions in the business. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in Dell Technologies during the fourth quarter valued at $23,332,000. Plato Investment Management Ltd bought a new position in Dell Technologies in the 2nd quarter worth about $5,913,000. Gabelli Funds LLC raised its holdings in shares of Dell Technologies by 49.0% in the 1st quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company's stock valued at $7,565,000 after acquiring an additional 15,150 shares in the last quarter. MUFG Securities EMEA plc boosted its position in shares of Dell Technologies by 112.9% during the 4th quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company's stock valued at $1,555,000 after acquiring an additional 6,553 shares during the last quarter. Finally, Jefferies Financial Group Inc. bought a new stake in shares of Dell Technologies during the 4th quarter valued at about $3,403,000. 76.37% of the stock is owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Dell’s AI customer base reportedly exceeds 6,500, with enterprise, sovereign-AI and neocloud demand contributing to record orders and an estimated $95 billion backlog. This reinforces the company’s position in the AI data-center buildout. Dell AI demand article
• Positive Sentiment: Morgan Stanley said Dell is well positioned to benefit from growth in on-premises AI deployments. Dell also launched the XPS Googlebook, its first XPS laptop designed for Google Gemini Intelligence, expanding its AI-focused product lineup. Morgan Stanley AI outlook
• Positive Sentiment: DELL recently joined the S&P 100, which could increase institutional visibility and index-related demand for the shares.
• Neutral Sentiment: The company’s latest quarterly results were strong: earnings per share of $7.04 exceeded expectations of $4.91, while revenue rose 57.7% year over year to $46.97 billion. However, the stock has already risen sharply and reached a fresh 52-week high, increasing expectations for continued execution. Dell fresh-high analysis
• Negative Sentiment: Morgan Stanley raised its price target to $511 from $499 but maintained an Equalweight rating. The target remains below recent trading levels, suggesting limited near-term upside in the firm’s view. Morgan Stanley price target update
• Negative Sentiment: Insiders sold sizable positions: CFO David Kennedy sold approximately $14.0 million of shares, General Counsel Richard Rothberg sold $2.3 million, and Silver Lake-affiliated directors sold tens of millions of dollars more. These transactions may raise profit-taking and supply concerns after the substantial rally, although insiders retained meaningful holdings. Dell insider sales
• Negative Sentiment: A bearish analysis argues that Dell’s AI-driven appreciation has made the stock vulnerable to a pullback if growth, margins or AI infrastructure spending fail to meet elevated expectations. Dell downside analysis

Analysts Set New Price Targets

A number of research firms recently issued reports on DELL. Mizuho boosted their target price on shares of Dell Technologies from $500.00 to $600.00 and gave the company an "outperform" rating in a research report on Wednesday, September 2nd. Wall Street Zen raised shares of Dell Technologies from a "buy" rating to a "strong-buy" rating in a research note on Saturday, May 30th. The Goldman Sachs Group upped their price objective on shares of Dell Technologies from $510.00 to $570.00 and gave the company a "buy" rating in a report on Wednesday, September 2nd. Evercore reissued an "outperform" rating and set a $650.00 price objective on shares of Dell Technologies in a research report on Wednesday, September 9th. Finally, Truist Financial boosted their target price on Dell Technologies from $360.00 to $505.00 and gave the company a "hold" rating in a research report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $560.72.

View Our Latest Research Report on DELL

About Dell Technologies

(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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