Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 91,191 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $47,176,751.94. Following the transaction, the director owned 64,209 shares in the company, valued at $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

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

• On Thursday, September 3rd, Silver Lake Partners Iv, L.P. sold 75,285 shares of Dell Technologies stock. The stock was sold at an average price of $507.61, for a total value of $38,215,418.85.
• 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 transaction 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 transaction of $31,119,586.10.
• On Monday, July 6th, Silver Lake Partners Iv, L.P. sold 72,766 shares of Dell Technologies stock. The shares were sold at an average price of $410.52, for a total transaction of $29,871,898.32.
• On Friday, June 12th, Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock. The stock was sold at an average price of $403.12, for a total transaction 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 transaction of $23,728,740.75.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 71,640 shares of Dell Technologies stock. The shares were sold at an average price of $380.47, for a total value of $27,256,870.80.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The stock was sold at an average price of $394.99, for a total value of $18,543,200.54.

Dell Technologies Stock Up 1.7%

Shares of NYSE DELL 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’s fifty day moving average price is $443.55 and its 200-day moving average price is $316.11. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $538.47. The stock has a market cap of $345.62 billion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 0.54 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data 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 firm had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the previous year, the company posted $1.70 earnings per share. The business’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. As a group, equities research analysts expect that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Dividend Announcement

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

Dell Technologies News Summary

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?

Analysts Set New Price Targets

A number of research analysts have commented on the company. TD Cowen upped their price target on Dell Technologies from $450.00 to $500.00 and gave the company a “hold” rating in a research report on Wednesday, September 2nd. Sanford C. Bernstein upped 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. JPMorgan Chase & Co. lifted their price target on shares of Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a report on Wednesday, September 2nd. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Finally, Raymond James Financial upped their price objective on shares of Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $553.79.

Hedge Funds Weigh In On Dell Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the 4th quarter valued at about $25,000. Rossby Financial LCC grew its holdings in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the period. Cornerstone Financial Management LLC increased its stake in shares of Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after purchasing an additional 23 shares in the last quarter. Navalign LLC purchased a new position in shares of Dell Technologies during the fourth quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of Dell Technologies in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.