Dell Technologies (NYSE:DELL) Director Sells $25,858,778.40 in Stock

Posted by Trevor Kearing on Oct 17th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 44,408 shares of the stock in a transaction on Friday, October 9th. The shares were sold at an average price of $582.30, for a total value of $25,858,778.40. Following the completion of the sale, the director owned 43,740 shares of the company’s stock, valued at approximately $25,469,802. This represents a 50.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Spv-2 L.P. Sl also recently made the following trade(s):

On Tuesday, October 6th, Spv-2 L.P. Sl sold 46,323 shares of Dell Technologies stock. The shares were sold at an average price of $575.43, for a total value of $26,655,643.89.
On Thursday, September 17th, Spv-2 L.P. Sl sold 46,253 shares of Dell Technologies stock. The shares were sold at an average price of $585.91, for a total transaction of $27,100,095.23.
On Wednesday, September 16th, Spv-2 L.P. Sl sold 46,994 shares of Dell Technologies stock. The stock was sold at an average price of $567.88, for a total value of $26,686,952.72.
On Tuesday, September 15th, Spv-2 L.P. Sl sold 46,990 shares of Dell Technologies stock. The shares were sold at an average price of $552.79, for a total value of $25,975,602.10.
On Monday, September 14th, Spv-2 L.P. Sl sold 24,791 shares of Dell Technologies stock. The stock was sold at an average price of $534.05, for a total transaction of $13,239,633.55.
On Friday, September 11th, Spv-2 L.P. Sl sold 72,148 shares of Dell Technologies stock. The stock was sold at an average price of $558.74, for a total transaction of $40,311,973.52.
On Wednesday, September 9th, Spv-2 L.P. Sl sold 48,097 shares of Dell Technologies stock. The stock was sold at an average price of $540.39, for a total value of $25,991,137.83.
On Tuesday, September 8th, Spv-2 L.P. Sl sold 49,949 shares of Dell Technologies stock. The stock was sold at an average price of $527.07, for a total value of $26,326,619.43.
On Friday, September 4th, Spv-2 L.P. Sl sold 49,946 shares of Dell Technologies stock. The shares were sold at an average price of $521.34, for a total transaction of $26,038,847.64.
On Thursday, September 3rd, Spv-2 L.P. Sl sold 68,525 shares of Dell Technologies stock. The shares were sold at an average price of $507.61, for a total transaction of $34,783,975.25.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $450.68 on Friday. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51. The firm has a market cap of $286.55 billion, a P/E ratio of 27.28, a PEG ratio of 0.49 and a beta of 1.37. The stock has a fifty day moving average price of $514.56 and a two-hundred day moving average price of $393.30.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping 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 business had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same period last year, the company posted $1.70 EPS. The company’s 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. On average, research analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors 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 0.6%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is presently 14.63%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DELL. Melius Research boosted their price objective on Dell Technologies from $650.00 to $735.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Wells Fargo & Company increased their target price on shares of Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. The Goldman Sachs Group reiterated a “buy” rating on shares of Dell Technologies in a research note on Friday, October 9th. Bank of America upped their target price on shares of Dell Technologies from $505.00 to $600.00 and gave the company a “buy” rating in a research note on Monday, August 31st. Finally, Barclays downgraded shares of Dell Technologies from an “overweight” rating to an “equal weight” rating and reduced their target price for the company from $603.00 to $574.00 in a research note on Wednesday. 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $569.96.

Get Our Latest Report on DELL

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Bank of America Corp DE boosted its position in Dell Technologies by 7.6% during the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Wellington Management Group LLP lifted its position in shares of Dell Technologies by 140.1% during the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after acquiring an additional 1,474,347 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of Dell Technologies by 5.0% during the 2nd quarter. NewEdge Advisors LLC now owns 480,589 shares of the technology company’s stock worth $207,355,000 after acquiring an additional 22,924 shares during the period. Dimensional Fund Advisors LP grew its position in Dell Technologies by 3.0% in the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after acquiring an additional 27,668 shares during the last quarter. Finally, Swiss National Bank raised its stake in Dell Technologies by 4.7% during the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after acquiring an additional 41,700 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: Dell was selected as a core AI infrastructure partner for Honeywell’s Forge Cognition platform, alongside NVIDIA. The partnership could expand Dell’s enterprise and industrial AI exposure through deployments at data centers and edge locations. Dell Lands Core AI Infrastructure Role in New Industrial Platform
Positive Sentiment: Commentary continues to point to strong AI-server demand and a record backlog. CEO Michael Dell’s expectation that memory shortages could persist for several years underscores the scale of AI infrastructure demand, although it also creates supply and cost risks. Michael Dell Warns Memory Shortage Could Be a Four-Year Problem
Neutral Sentiment: Dell says its just-in-time manufacturing and customer-funded model could reduce inventory and balance-sheet exposure if AI spending slows. The strategy may limit downside in a downturn, but it also signals that investors are increasingly focused on the possibility of an AI investment slowdown. Michael Dell Has Tips to Beat an AI Bust
Negative Sentiment: Barclays downgraded Dell to Equal Weight from Overweight, arguing that the stock’s valuation has risen sharply while evidence of a broad enterprise-AI spending inflection remains limited. The downgrade contributed to continued selling after Dell’s major rally. Barclays Downgrades Dell Technologies
Negative Sentiment: Investors are questioning whether AI-server revenue growth is being driven by durable demand or elevated memory and component prices. Higher costs could pressure margins and reduce the earnings benefit of rising sales. Dell Stock’s Stellar Year Hits a Snag
Negative Sentiment: AI hardware stocks broadly weakened amid concerns about how customers are financing massive infrastructure projects, while hotter inflation increased pressure on high-growth technology valuations. Dell’s recent insider sales added another source of investor caution. AI Financing Worries Extend Hardware Selloff

Dell Technologies Company Profile

(Get Free Report)

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.