Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 51,494 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 51,494 shares of Dell Technologies stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $567.88, for a total value of $29,242,412.72. Following the sale, the director owned 81,555 shares in the company, valued at $46,313,453.40. This trade represents a 38.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

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

• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 5,300 shares of Dell Technologies stock. The stock was 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 shares were 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 shares were 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 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 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 stock was sold at an average price of $558.74, for a total transaction 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 transaction of $1,065,653.00.
• On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 52,708 shares of Dell Technologies stock. The shares were sold at an average price of $540.39, for a total transaction 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.

Dell Technologies Stock Down 3.3%

DELL stock traded down $19.40 during trading on Friday, hitting $569.00. The company had a trading volume of 11,685,056 shares, compared to its average volume of 8,443,088. The firm has a 50-day moving average price of $461.85 and a 200-day moving average price of $337.00. The firm has a market cap of $368.77 billion, a PE ratio of 33.02, a price-to-earnings-growth ratio of 0.58 and a beta of 1.34. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $595.51.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating the consensus estimate 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 company had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. During the same period last year, the business posted $1.70 EPS. The company’s 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. Sell-side analysts anticipate that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. KeyCorp restated a “sector weight” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Jefferies Financial Group downgraded Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Truist Financial lifted their price target on Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a research note on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft started coverage on Dell Technologies in a report on Thursday, September 3rd. They set a “hold” rating and a $480.00 price objective on the stock. Finally, US Capital Advisors set a $625.00 target price on Dell Technologies in a report on Wednesday, September 2nd. 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $560.24.

Institutional Trading of Dell Technologies

A number of institutional investors have recently bought and sold shares of DELL. Cornerstone Financial Management LLC raised its stake in shares of Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares during the last quarter. Byrne Asset Management LLC purchased a new position in Dell Technologies during the 2nd quarter valued at about $38,000. Atwood & Palmer Inc. raised its position in Dell Technologies by 860.0% during the second quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock worth $41,000 after acquiring an additional 86 shares during the last quarter. Comprehensive Financial Planning Inc. PA purchased a new stake in shares of Dell Technologies in the second quarter valued at about $43,000. Finally, Allied Private Wealth LLC purchased a new stake in shares of Dell Technologies in the second quarter valued at about $63,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell completed a recent share-repurchase tranche that retired approximately 9.5 million shares. The reduced share count may support earnings per share and provides a favorable signal about capital allocation, although the buyback’s benefit is being assessed against the stock’s sharp rise. Dell buyback and valuation
• Positive Sentiment: The core bullish catalyst remains Dell’s AI infrastructure opportunity. Recent coverage cites record AI-server revenue, a large backlog and expectations that server revenue could double, while the addition of Axelera AI’s 45-watt inference option broadens Dell’s product lineup. The company’s latest reported quarter also showed revenue growth of 57.7% year over year and earnings well above consensus. Dell AI-server backlog
• Neutral Sentiment: Investor attention is unusually high, with Dell recently reaching record levels and scheduled to join the S&P 100. Index-related demand could provide support, but the stock now trades above the consensus analyst target of about $560, increasing sensitivity to profit-taking and any signs of slower AI demand. Dell valuation and analyst targets
• Negative Sentiment: Silver Lake-affiliated directors disclosed multiple sales of Dell stock on September 15 totaling more than $70 million, after additional sales earlier in the week. Some entities sharply reduced their positions. Although significant holdings remain, the transactions create a supply overhang and may be interpreted as profit-taking after DELL’s exceptional advance. Dell insider sales filing

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.