Dell Technologies (NYSE:DELL) Stock: Insider Spv-2 L.P. Sl Sells 46,323 Shares

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 46,323 shares of the firm’s stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $575.43, for a total transaction of $26,655,643.89. Following the completion of the transaction, the director directly owned 22,254 shares of the company’s stock, valued at $12,805,619.22. This represents a 67.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

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

• 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 shares were 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 transaction of $25,975,602.10.
• On Monday, September 14th, Spv-2 L.P. Sl sold 24,791 shares of Dell Technologies stock. The shares were sold at an average price of $534.05, for a total value 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 value 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 shares were sold at an average price of $527.07, for a total transaction 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 stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04.

Dell Technologies Stock Down 0.7%

Shares of NYSE:DELL traded down $3.79 during midday trading on Thursday, hitting $575.17. The stock had a trading volume of 5,129,460 shares, compared to its average volume of 8,301,964. The business’s 50-day simple moving average is $501.03 and its 200-day simple moving average is $376.99. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $595.51. The company has a market cap of $365.70 billion, a P/E ratio of 33.38, a PEG ratio of 0.59 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share 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 firm had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the previous year, the business earned $1.70 earnings per share. The business’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. As a group, equities analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is currently 14.63%.

Wall Street Analyst Weigh In

DELL has been the topic of several research reports. UBS Group restated an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft started coverage on Dell Technologies in a research report on Thursday, September 3rd. They set a “hold” rating and a $480.00 price objective for the company. Susquehanna restated a “positive” rating on shares of Dell Technologies in a report on Tuesday, September 29th. Truist Financial increased their price objective on shares of Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a research note on Wednesday, September 2nd. Finally, The Goldman Sachs Group upped their price target on Dell Technologies from $510.00 to $570.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $571.12.

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently added to or reduced their stakes in DELL. Everhart Financial Group Inc. lifted its holdings in Dell Technologies by 4.8% during the third quarter. Everhart Financial Group Inc. now owns 3,347 shares of the technology company’s stock worth $1,800,000 after buying an additional 152 shares during the period. Valeo Financial Advisors LLC lifted its stake in shares of Dell Technologies by 1.1% during the third quarter. Valeo Financial Advisors LLC now owns 6,166 shares of the technology company’s stock worth $3,317,000 after buying an additional 66 shares during the period. Tactive Advisors LLC acquired a new stake in Dell Technologies during the 3rd quarter worth about $326,000. Kaydan Wealth Management Inc. purchased a new stake in Dell Technologies in the third quarter valued at approximately $217,000. Finally, Whalen Wealth Management Inc. increased its stake in shares of Dell Technologies by 3.9% in the third quarter. Whalen Wealth Management Inc. now owns 2,834 shares of the technology company’s stock worth $1,524,000 after acquiring an additional 106 shares during the period. 76.37% of the stock is owned by institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Analyst optimism remains a key support. Dell recently received an analyst upgrade and a higher price target, following reported AI-server orders of $60.9 billion, quarterly AI-server revenue of $16.4 billion and a backlog of approximately $95 billion. Dell Technologies Shares Climb on Analyst Upgrade
• Positive Sentiment: Investor-focused coverage highlights Dell’s expanding AI customer base and backlog, suggesting demand could exceed current Wall Street expectations through 2027. One Overlooked AI Stock That Could Surprise Investors
• Positive Sentiment: Dell launched new Windows PCs and workstations for “agentic AI” in collaboration with NVIDIA and Microsoft, expanding its AI opportunity beyond data-center servers. Dell Technologies Drives the Agentic AI Era
• Positive Sentiment: Dell’s expanded AI Data Platform adds data orchestration, a unified semantic layer, knowledge-graph capabilities and NVIDIA acceleration, potentially strengthening its enterprise AI positioning. Can Dell Turn Its New AI Data Platform Into a Durable Competitive Advantage?
• Neutral Sentiment: Michael Dell’s high-profile support for Trump Accounts and proposed stock donations may increase visibility for Dell, but the initiative has no clear near-term effect on operating results. Michael Dell Defends Trump Accounts Stock Donations
• Negative Sentiment: Profit-taking in server stocks, particularly Super Micro Computer, pressured the broader AI-infrastructure trade and contributed to weakness in Dell and Hewlett Packard Enterprise. Profit Taking Unwinds Server Rally
• Negative Sentiment: After rising roughly 347% this year and reaching a market capitalization above $360 billion, Dell faces elevated expectations and potential mean-reversion risk despite strong AI fundamentals. Dell Stock Is on a Strong Bull Run

About Dell Technologies

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.