Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 41,434 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 41,434 shares of Dell Technologies stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $558.74, for a total transaction of $23,150,833.16. Following the sale, the director owned 42,533 shares of the company’s stock, valued at approximately $23,764,888.42. This represents a 49.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Dell Technologies Stock Performance

NYSE:DELL opened at $543.51 on Wednesday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $568.67. The company has a 50 day moving average price of $456.43 and a 200 day moving average price of $330.78. The stock has a market capitalization of $352.25 billion, a P/E ratio of 31.54, a PEG ratio of 0.55 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $44.89 billion. During the same period in the prior year, the firm earned $1.70 earnings per share. The firm’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. Research analysts forecast that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The company 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 dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell’s CFO David Kennedy reportedly highlighted strong AI-related demand and the company’s substantial server backlog at Citi’s TMT Conference. Investors viewed the comments as supportive of continued growth and execution. Why Is Dell Stock Rising Today, Sept. 15?
• Positive Sentiment: European AI-chip challenger Axelera is adding an inference option to Dell servers. Although the near-term sales opportunity is expected to be modest relative to Dell’s backlog, the expanded hardware ecosystem strengthens Dell’s position as an AI infrastructure supplier. Dell Jumps as Europe’s AI Chip Challenger Enters Its Servers
• Positive Sentiment: Analyst and investor commentary remains bullish, citing Dell’s AI-server opportunity, strong recent earnings, and potential for further gains. Dell’s latest quarter included revenue growth of 57.7% year over year and earnings well above consensus, providing fundamental support for the rally. Dell Technologies Rallies on Bullish RBC Outlook
• Neutral Sentiment: Dell subsidiaries completed a $5 billion senior-notes offering. The financing should provide liquidity and may support debt refinancing, but it also underscores the company’s need to manage borrowing as AI infrastructure expansion requires significant capital. Dell Technologies Completes $5 Billion Senior Notes Offering
• Negative Sentiment: Silver Lake-related directors and affiliated entities disclosed sizable sales totaling more than $100 million at prices near $559 per share. The transactions may create some short-term overhang and raise profit-taking concerns after Dell’s extraordinary run, although the sellers retain substantial positions.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Dell Technologies in the 4th quarter worth $607,349,000. Wellington Management Group LLP raised its holdings in Dell Technologies by 140.1% during the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after purchasing an additional 1,474,347 shares in the last quarter. Deutsche Bank AG lifted its position in Dell Technologies by 24.6% in the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after purchasing an additional 1,090,336 shares during the period. Bank of America Corp DE lifted its position in Dell Technologies by 7.6% in the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Finally, Mizuho Markets Cayman LP purchased a new stake in Dell Technologies in the 4th quarter valued at approximately $88,452,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on DELL shares. Fox Advisors upgraded shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price target on the stock in a research note on Wednesday, September 2nd. Evercore restated an “outperform” rating and issued a $650.00 price objective on shares of Dell Technologies in a report on Wednesday, September 9th. Loop Capital increased their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. HSBC raised shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Finally, Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $560.24.

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.