Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 36,982 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 36,982 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $410.52, for a total value of $15,181,850.64. Following the completion of the sale, the director directly owned 14,901 shares in the company, valued at approximately $6,117,158.52. This represents a 71.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Dell Technologies Price Performance

DELL opened at $431.97 on Thursday. The firm has a market cap of $279.96 billion, a PE ratio of 34.31, a P/E/G ratio of 0.89 and a beta of 1.31. The stock has a 50-day moving average price of $344.59 and a 200-day moving average price of $214.76. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. During the same period last year, the business earned $1.55 EPS. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. As a group, sell-side analysts anticipate that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Analysts Set New Price Targets

Several analysts have commented on the company. Wells Fargo & Company increased their target price on Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Sanford C. Bernstein increased their price objective on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. CLSA upgraded Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Barclays cut shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. Finally, UBS Group set a $700.00 price target on shares of Dell Technologies in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $492.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Evercore reportedly raised its price target on Dell Technologies (DELL) on stronger AI demand expectations, reinforcing the market’s view that Dell’s AI server business still has room to grow. Dell Technologies in spotlight as Evercore ups price target on AI prospects
• Positive Sentiment: Recent trading chatter and a “power inflow” signal point to strong buying pressure in DELL, with traders betting on continued momentum in the stock. Dell Shares Rise 4% After Key Trading Signal
• Positive Sentiment: Media attention around President Trump repeatedly urging Americans to “buy Dell” has added to the stock’s visibility and helped fuel momentum in DELL. Dell Stock Jumps After Trump Urges Americans to ‘Buy Dell Computers’
• Neutral Sentiment: Multiple disclosures showed large equity sales by Silver Lake-related directors at about $410.52 per share, which may raise questions about insider sentiment but do not necessarily change Dell’s operating outlook. SEC filing
• Negative Sentiment: The insider selling is sizable, with several directors cutting positions by more than 60%, which could weigh on investor confidence in Dell Technologies (DELL) even amid the bullish AI narrative. SEC filing
• Negative Sentiment: Separately, a July 6 filing changed Dell’s bylaws to tighten shareholder proposal requirements, which some investors may view as reducing governance influence. Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Campbell Capital Management Inc. boosted its stake in shares of Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after acquiring an additional 20,362 shares during the last quarter. ProShare Advisors LLC increased its stake in shares of Dell Technologies by 10.5% in the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in shares of Dell Technologies in the 4th quarter worth $23,332,000. Tectonic Advisors LLC bought a new position in Dell Technologies in the 4th quarter worth $5,620,000. Finally, Nordea Investment Management AB lifted its position in Dell Technologies by 437.4% during the fourth quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock valued at $98,578,000 after purchasing an additional 631,315 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.