Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $38,215,418.85 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 75,285 shares of Dell Technologies stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $507.61, for a total value of $38,215,418.85. Following the completion of the transaction, the director owned 155,401 shares of the company’s stock, valued at approximately $78,883,101.61. This trade represents a 32.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

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

• On Thursday, July 9th, Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock. The stock was 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 transaction 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 transaction of $18,543,200.54.

Dell Technologies Price Performance

DELL stock traded up $9.13 during midday trading on Tuesday, reaching $533.27. The company had a trading volume of 6,649,771 shares, compared to its average volume of 8,071,149. The firm has a 50-day moving average price of $443.55 and a 200-day moving average price of $316.11. The company has a market capitalization of $345.62 billion, a P/E ratio of 30.95, a P/E/G ratio of 0.54 and a beta of 1.34. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $538.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The firm’s revenue was up 57.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.70 EPS. 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, equities analysts predict that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

Key Dell Technologies News

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?

Analyst Ratings Changes

Several research analysts have recently commented on DELL shares. Loop Capital lifted their price objective on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. 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. Cantor Fitzgerald started coverage on shares of Dell Technologies in a research report on Wednesday, September 2nd. They set an “overweight” rating for the company. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Finally, Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. One equities research 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $553.79.

Hedge Funds Weigh In On Dell Technologies

Institutional investors have recently bought and sold shares of the stock. ProShare Advisors LLC grew its stake in Dell Technologies by 10.5% in the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new position in Dell Technologies during the fourth quarter valued at $23,332,000. Plato Investment Management Ltd purchased a new position in Dell Technologies during the second quarter valued at $5,913,000. Gabelli Funds LLC boosted its holdings in shares of Dell Technologies by 49.0% during the 1st quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock valued at $7,565,000 after buying an additional 15,150 shares in the last quarter. Finally, MUFG Securities EMEA plc grew its position in shares of Dell Technologies by 112.9% in the 4th quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company’s stock worth $1,555,000 after buying an additional 6,553 shares during the period. 76.37% of the stock is owned by institutional investors.

About Dell Technologies

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.