Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 54,734 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 54,734 shares of the company’s stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $521.34, for a total transaction of $28,535,023.56. Following the sale, the director directly owned 85,520 shares in the company, valued at approximately $44,584,996.80. The trade was a 39.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

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

• On Friday, September 4th, Silver Lake Partners Iv, L.P. sold 37,500 shares of Dell Technologies stock. The shares were sold at an average price of $520.71, for a total value of $19,526,625.00.
• On Thursday, September 3rd, Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94.
• On Thursday, September 3rd, Silver Lake Partners Iv, L.P. sold 75,285 shares of Dell Technologies stock. The shares were 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 shares were 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 value 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 shares were 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 shares were sold at an average price of $380.25, for a total value of $23,728,740.75.

Dell Technologies Price Performance

Shares of DELL stock traded up $1.32 during mid-day trading on Wednesday, hitting $535.20. The stock had a trading volume of 7,266,640 shares, compared to its average volume of 8,164,470. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $562.99. The company’s 50-day simple moving average is $445.73 and its 200-day simple moving average is $319.04. The firm has a market cap of $346.87 billion, a PE ratio of 31.06, a PEG ratio of 0.55 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 analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The firm’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.70 EPS. 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, analysts expect that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

The business also recently disclosed 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. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. Dell Technologies’s payout ratio is currently 14.63%.

Institutional Trading of Dell Technologies

Hedge funds have recently added to or reduced their stakes in the business. Cornerstone Financial Management LLC boosted its position in shares of Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after acquiring an additional 23 shares during the last quarter. Triumph Capital Management boosted its holdings in shares of Dell Technologies by 2.3% in the 2nd quarter. Triumph Capital Management now owns 1,405 shares of the technology company’s stock valued at $606,000 after purchasing an additional 32 shares during the last quarter. Accel Wealth Management grew its stake in shares of Dell Technologies by 2.8% during the 2nd quarter. Accel Wealth Management now owns 1,421 shares of the technology company’s stock valued at $613,000 after buying an additional 39 shares during the period. West Family Investments Inc. increased its holdings in shares of Dell Technologies by 3.6% during the 2nd quarter. West Family Investments Inc. now owns 1,263 shares of the technology company’s stock worth $545,000 after buying an additional 44 shares during the last quarter. Finally, Ariadne Wealth Management LP raised its position in shares of Dell Technologies by 1.6% in the 1st quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after buying an additional 49 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently weighed in on DELL. TD Cowen raised their price objective on Dell Technologies from $450.00 to $500.00 and gave the company a “hold” rating in a research note on Wednesday, September 2nd. Barclays boosted their price objective on shares of Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. Melius Research upped their price target on shares of Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Mizuho lifted their price objective on Dell Technologies from $500.00 to $600.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 2nd. Finally, Raymond James Financial raised their price target on Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 2nd. One 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 company’s stock. According to MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $556.92.

Dell Technologies News Summary

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

• Positive Sentiment: Evercore raised its price target and reaffirmed Dell as a top pick, while other analysts maintain bullish ratings. The company’s record AI-server orders, approximately $95 billion backlog and accelerating enterprise infrastructure spending underpin expectations for further upside. Dell rises as Evercore names it a top pick
• Positive Sentiment: Recent quarterly results continue to support the rally. Dell reported $7.04 EPS versus the $4.91 consensus estimate and revenue of $46.97 billion, up 57.7% year over year. AI-server orders totaled a record $60.9 billion, reinforcing expectations for strong growth in data-center infrastructure. Dell Q2 2027 earnings call transcript
• Positive Sentiment: Investors are also watching the Goldman Sachs conference for additional commentary on AI demand, enterprise adoption and the company’s raised outlook. Coverage highlights Dell’s expanding role in “on-premise” AI deployments, broadening its opportunity beyond hyperscale cloud customers. Dell conference presentation transcript
• Neutral Sentiment: Dell plans to raise approximately $4 billion through bonds to refinance debt while funding its AI-server expansion. Refinancing may improve flexibility, but investors will monitor borrowing costs, leverage and returns on the company’s substantial infrastructure investment. Dell plans $4 billion bond sale
• Negative Sentiment: Insider selling is a modest headwind. CMO Jane Tunnell and insider Jennifer Saavedra sold shares, while Silver Lake-affiliated entities sold more than 400,000 shares in several transactions. Although these sales may reflect diversification or planned liquidity needs, they reduce insider ownership as DELL trades near record levels. Dell insider selling
• Negative Sentiment: After a gain exceeding 300% over the past year, valuation and execution risks are rising. The stock’s premium multiple leaves less room for weaker AI-server demand, margin pressure or delays converting its backlog into profitable revenue. Dell valuation and backlog analysis

Dell Technologies Company Profile

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.