Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $28,032,800.08 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 50,728 shares of the stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $552.61, for a total transaction of $28,032,800.08. Following the completion of the sale, the director directly owned 62,240 shares of the company’s stock, valued at $34,394,446.40. This trade represents a 44.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 766 shares of Dell Technologies stock. The shares were sold at an average price of $564.46, for a total transaction of $432,376.36.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 4,750 shares of Dell Technologies stock. The stock was sold at an average price of $547.78, for a total transaction of $2,601,955.00.
• On Monday, September 14th, Silver Lake Partners Iv, L.P. sold 27,161 shares of Dell Technologies stock. The shares were 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 value 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 value of $44,180,689.28.
• On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 1,900 shares of Dell Technologies stock. The shares were sold at an average price of $560.87, for a total value of $1,065,653.00.
• On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 52,708 shares of Dell Technologies stock. The stock was sold at an average price of $540.39, for a total value of $28,482,876.12.
• On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 1,900 shares of Dell Technologies stock. The stock was sold at an average price of $534.45, for a total value of $1,015,455.00.
• On Tuesday, September 8th, Silver Lake Partners Iv, L.P. sold 54,731 shares of Dell Technologies stock. The stock was sold at an average price of $527.07, for a total transaction of $28,847,068.17.
• On Tuesday, September 8th, Silver Lake Partners Iv, L.P. sold 2,900 shares of Dell Technologies stock. The shares were sold at an average price of $529.09, for a total transaction of $1,534,361.00.

Dell Technologies Price Performance

Shares of DELL stock traded up $26.28 on Thursday, hitting $589.57. The company’s stock had a trading volume of 9,313,226 shares, compared to its average volume of 8,424,513. The stock has a market capitalization of $382.11 billion, a price-to-earnings ratio of 34.22, a P/E/G ratio of 0.56 and a beta of 1.34. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $593.98. The firm’s fifty day moving average price is $459.06 and its 200-day moving average price is $333.89.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, September 1st. The technology company reported $7.04 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 firm had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the prior year, the business posted $1.70 earnings per share. The business’s quarterly revenue was up 57.7% on a year-over-year basis. 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 predict that Dell Technologies Inc. will post 25.14 EPS for the current fiscal year.

Dell Technologies Announces Dividend

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

Key Dell Technologies News

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

• Positive Sentiment: Investor enthusiasm has broadened across AI-server manufacturers after Goldman Sachs lifted its global server-market outlook to approximately $1.5 trillion by 2030. The stronger industry forecast reinforces the demand outlook for Dell’s servers, networking equipment and storage products. AI server stocks rally
• Positive Sentiment: Coverage continues to highlight Dell’s unusually strong AI pipeline. Recent quarterly AI-optimized server revenue reached $16.4 billion, while the company has set a fiscal 2027 AI-server revenue target of $74 billion and total revenue guidance of $192 billion. The backlog provides visibility into future growth, though investors are debating how much of the opportunity is already reflected in the valuation. Dell AI backlog surge
• Positive Sentiment: Dell and Axelera AI are expanding Dell’s server lineup with a 45-watt inference accelerator and the Europa AI-processing architecture. The lower-power option broadens Dell’s enterprise AI offering and supports European digital-autonomy initiatives, although no specific Dell orders or guaranteed revenue were disclosed. Dell and Axelera AI inference collaboration
• Positive Sentiment: Dell’s scheduled addition to the S&P 100 on September 21 could generate incremental demand from index-tracking funds and add momentum while the stock trades near its 52-week high. Dell AI demand and S&P 100 entry
• Neutral Sentiment: Dell’s latest results remain a fundamental support: quarterly revenue rose 57.7% year over year to $46.97 billion and earnings exceeded consensus. However, the stock’s sharp run has raised the bar for future execution, making backlog conversion and margins increasingly important.
• Negative Sentiment: Silver Lake-affiliated directors reported additional sales of Dell shares, including a combined transaction value exceeding $20 million in the latest disclosures. The sellers retain substantial holdings, but continued insider selling creates a potential supply overhang and signals profit-taking after the rally. Dell insider selling

Hedge Funds Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in DELL. Bank of America Corp DE lifted its position in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after acquiring an additional 1,011,101 shares during the period. Wellington Management Group LLP raised its stake in shares of Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after purchasing an additional 1,474,347 shares in the last quarter. Geode Capital Management LLC lifted its position in Dell Technologies by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares during the period. Deutsche Bank AG boosted its stake in Dell Technologies by 24.6% during the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after buying an additional 1,090,336 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Dell Technologies during the 4th quarter worth about $607,349,000. 76.37% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. HSBC raised shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Susquehanna set a $289.00 target price on shares of Dell Technologies and gave the company a “neutral” rating in a research note on Friday, May 29th. US Capital Advisors set a $625.00 price target on Dell Technologies in a research report on Wednesday, September 2nd. Wells Fargo & Company boosted their price objective on Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. Finally, Melius Research increased their target price on Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $560.24.

Dell Technologies Company Profile

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.