Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 26,539 Shares of Company Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 26,539 shares of the stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $575.43, for a total value of $15,271,336.77. Following the sale, the director directly owned 11,567 shares in the company, valued at approximately $6,655,998.81. The trade was a 69.65% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Dell Technologies Trading Down 0.7%

Shares of DELL stock opened at $575.17 on Friday. The company has a market capitalization of $365.70 billion, a price-to-earnings ratio of 33.38, a PEG ratio of 0.60 and a beta of 1.37. The firm has a 50-day moving average price of $504.43 and a 200 day moving average price of $379.92. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (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 company had revenue of $46.97 billion for the quarter, compared to analysts’ expectations of $44.89 billion. During the same period last year, the company earned $1.70 EPS. The firm’s revenue for the quarter 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, research analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the stock. Piper Sandler restated an “overweight” rating and issued a $558.00 target price (up from $497.00) on shares of Dell Technologies in a report on Wednesday, September 2nd. Bank of America lifted their price target on shares of Dell Technologies from $505.00 to $600.00 and gave the company a “buy” rating in a report on Monday, August 31st. Barclays boosted their price objective on shares of Dell Technologies from $550.00 to $603.00 and gave the company an “overweight” rating in a research note 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 report on Wednesday, September 2nd. Finally, Sanford C. Bernstein lifted their target price on Dell Technologies from $500.00 to $650.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $571.12.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in DELL. Mn Services Vermogensbeheer B.V. lifted its stake in shares of Dell Technologies by 1.9% during the third quarter. Mn Services Vermogensbeheer B.V. now owns 89,512 shares of the technology company’s stock worth $48,153,000 after purchasing an additional 1,700 shares in the last quarter. GAMMA Investing LLC grew its stake in shares of Dell Technologies by 7.8% in the third quarter. GAMMA Investing LLC now owns 12,846 shares of the technology company’s stock valued at $6,911,000 after buying an additional 925 shares in the last quarter. Grove Bank & Trust raised its holdings in shares of Dell Technologies by 163.1% during the 3rd quarter. Grove Bank & Trust now owns 321 shares of the technology company’s stock valued at $173,000 after buying an additional 199 shares during the period. Farther Finance Advisors LLC raised its holdings in shares of Dell Technologies by 32.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 32,808 shares of the technology company’s stock valued at $17,649,000 after buying an additional 8,008 shares during the period. Finally, Everhart Financial Group Inc. lifted its position in Dell Technologies by 4.8% during the 3rd quarter. Everhart Financial Group Inc. now owns 3,347 shares of the technology company’s stock worth $1,800,000 after acquiring an additional 152 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: Dell received a bullish catalyst from an analyst upgrade: Mizuho raised its price target to $650 from $600 while maintaining an Outperform rating. The revision reflects reported AI-server orders of $60.9 billion, $16.4 billion in AI-server revenue and a $95 billion backlog. Why Dell Stock Is Trading Up Today
• Positive Sentiment: Dell launched new Windows PCs and workstations designed for “agentic AI” in collaboration with NVIDIA and Microsoft. The products expand Dell’s AI offerings beyond data-center servers and could support demand from developers and creative professionals. Dell Technologies Drives the Agentic AI Era
• Positive Sentiment: Coverage continues to highlight Dell’s expanding AI customer base, large backlog and recently enhanced AI Data Platform, including NVIDIA-powered acceleration, data orchestration and enterprise knowledge-graph capabilities. These developments reinforce the long-term AI infrastructure growth narrative. Can Dell Turn Its New AI Data Platform Into a Durable Competitive Advantage?
• Neutral Sentiment: CEO Michael Dell’s involvement in Trump Accounts and a pledge to fund accounts for children has increased the company’s visibility, but the initiative is philanthropic and does not directly change Dell’s operating outlook. Michael Dell Defends Trump Accounts
• Negative Sentiment: Several Silver Lake-affiliated directors sold a combined roughly 127,000 Dell shares for about $73 million on October 6. Multiple transactions reduced their holdings by approximately 68%–72%, creating a near-term supply and confidence overhang, although one seller retained a substantial position. SEC insider-trading filing
• Negative Sentiment: After a steep AI-driven rally, profit-taking across server stocks—including Dell and Hewlett Packard Enterprise—has encouraged investors to question whether the sector’s momentum can continue. Dell’s elevated valuation makes it more vulnerable to consolidation despite strong earnings and guidance. Profit Taking Unwinds Server Rally

About Dell Technologies

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.