Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 46,990 Shares

Posted by Logan Wallace on Sep 18th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 46,990 shares of Dell Technologies stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $552.79, for a total transaction of $25,975,602.10. Following the sale, the director owned 69,601 shares of the company’s stock, valued at approximately $38,474,736.79. This represents a 40.30% 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.

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

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 shares were sold at an average price of $540.39, for a total transaction 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 stock was sold at an average price of $521.34, for a total value 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 value of $34,783,975.25.
On Thursday, September 3rd, Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock. The shares were sold at an average price of $517.34, for a total value of $42,942,324.04.
On Thursday, July 9th, Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock. The stock was sold at an average price of $453.54, for a total value of $26,982,001.68.
On Wednesday, July 8th, Spv-2 L.P. Sl sold 63,095 shares of Dell Technologies stock. The shares were sold at an average price of $427.15, for a total value of $26,951,029.25.
On Monday, July 6th, Spv-2 L.P. Sl sold 63,204 shares of Dell Technologies stock. The shares were sold at an average price of $410.52, for a total value of $25,946,506.08.

Dell Technologies Stock Performance

Shares of DELL opened at $589.57 on Friday. The stock has a market capitalization of $382.11 billion, a PE ratio of 34.22, a P/E/G ratio of 0.58 and a beta of 1.34. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $593.98. The company’s 50-day simple moving average is $461.85 and its 200-day simple moving average is $337.00.

Dell Technologies (NYSE:DELL – Get Free Report) 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 firm had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.70 earnings per share. 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, sell-side analysts predict that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given 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 dividend yield of 0.4%. Dell Technologies’s dividend payout ratio is currently 14.63%.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Wellington Altus USA Inc. lifted its stake in Dell Technologies by 38.4% during the second quarter. Wellington Altus USA Inc. now owns 1,475 shares of the technology company’s stock worth $636,000 after purchasing an additional 409 shares during the last quarter. Revere Asset Management Inc purchased a new position in Dell Technologies in the second quarter valued at approximately $5,524,000. Sequoia Financial Advisors LLC raised its holdings in Dell Technologies by 4.5% during the second quarter. Sequoia Financial Advisors LLC now owns 50,146 shares of the technology company’s stock worth $21,636,000 after purchasing an additional 2,176 shares in the last quarter. MCF Advisors LLC lifted its position in shares of Dell Technologies by 4.4% during the 2nd quarter. MCF Advisors LLC now owns 2,377 shares of the technology company’s stock worth $1,026,000 after buying an additional 100 shares during the last quarter. Finally, Archford Capital Strategies LLC purchased a new stake in shares of Dell Technologies during the 2nd quarter worth approximately $1,214,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Summary

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

Positive Sentiment: Investors are responding to bullish expectations for Dell’s AI server business. Recent coverage points to record AI-optimized server revenue of $16.4 billion, a fiscal 2027 AI-server revenue target of $74 billion and a total revenue outlook of $192 billion. The backlog and potential for server revenue to double are supporting expectations for continued growth. Dell’s AI backlog surge
Positive Sentiment: A broader rally in AI server and semiconductor stocks is lifting Dell alongside Hewlett Packard Enterprise and Super Micro Computer. Goldman Sachs’ forecast for a $1.5 trillion global server market by 2030 reinforces the long-term demand thesis for Dell’s data-center equipment. AI server stocks rally
Positive Sentiment: Dell and Axelera AI added a lower-power, 45-watt inference option through the Europa architecture, broadening Dell’s AI server lineup and its appeal for enterprise workloads. However, the announcement does not include disclosed Dell orders or guaranteed revenue. Dell gains as inference expands its server lineup
Neutral Sentiment: Michael Dell’s reported $7.7 billion investment in an insurance company is primarily a personal investment and does not materially change Dell Technologies’ operating outlook. Michael Dell’s insurance investment
Negative Sentiment: Silver Lake-affiliated directors disclosed multiple Dell share sales on September 15 totaling more than $70 million, following additional sales earlier in the week. The transactions create a potential supply overhang and signal profit-taking after the stock’s strong advance, although Silver Lake entities still retain sizable holdings. Dell insider ownership filing

Analyst Ratings Changes

Several research analysts recently commented on DELL shares. Royal Bank Of Canada started coverage on Dell Technologies in a research note on Thursday, September 10th. They set an “outperform” rating and a $640.00 target price for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Dell Technologies in a research report on Wednesday, August 12th. HSBC upgraded shares of Dell Technologies to a “buy” rating in a research note on Friday, May 29th. Fox Advisors raised shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 target price on the stock in a report on Wednesday, September 2nd. Finally, Melius Research boosted their price target on shares of Dell Technologies from $650.00 to $735.00 and gave the stock a “buy” rating in a report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $560.24.

Get Our Latest Stock Analysis on DELL

About Dell Technologies

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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.