Silver Lake Partners Iv, L.P. Sells 50,728 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 50,728 shares of the company’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $552.61, for a total value of $28,032,800.08. Following the sale, the director owned 62,240 shares in the company, valued at approximately $34,394,446.40. This trade represents a 44.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

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

• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 766 shares of Dell Technologies stock. The shares were sold at an average price of $564.46, for a total value of $432,376.36.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 4,750 shares of Dell Technologies stock. The stock was sold at an average price of $547.78, for a total transaction of $2,601,955.00.
• On Monday, September 14th, Silver Lake Partners Iv, L.P. sold 27,161 shares of Dell Technologies stock. The shares were sold at an average price of $534.04, for a total value of $14,505,060.44.
• On Monday, September 14th, Silver Lake Partners Iv, L.P. sold 8,100 shares of Dell Technologies stock. The shares were sold at an average price of $538.90, for a total value of $4,365,090.00.
• On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 79,072 shares of Dell Technologies stock. The stock was sold at an average price of $558.74, for a total value of $44,180,689.28.
• On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 1,900 shares of Dell Technologies stock. The shares were sold at an average price of $560.87, for a total value of $1,065,653.00.
• On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 52,708 shares of Dell Technologies stock. The stock was sold at an average price of $540.39, for a total value of $28,482,876.12.
• On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 1,900 shares of Dell Technologies stock. The shares were sold at an average price of $534.45, for a total transaction of $1,015,455.00.
• On Tuesday, September 8th, Silver Lake Partners Iv, L.P. sold 54,731 shares of Dell Technologies stock. The stock was sold at an average price of $527.07, for a total transaction of $28,847,068.17.
• On Tuesday, September 8th, Silver Lake Partners Iv, L.P. sold 2,900 shares of Dell Technologies stock. The shares were sold at an average price of $529.09, for a total transaction of $1,534,361.00.

Dell Technologies Trading Up 4.7%

DELL traded up $26.28 on Thursday, hitting $589.57. 9,313,226 shares of the company’s stock were exchanged, compared to its average volume of 8,424,513. The firm has a market cap of $382.11 billion, a PE ratio of 34.22, a P/E/G ratio of 0.56 and a beta of 1.34. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $593.98. The stock has a fifty day moving average of $459.06 and a two-hundred day moving average of $333.89.

Dell Technologies (NYSE:DELL) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.Dell Technologies’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period in the previous year, the firm 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, analysts predict that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders 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 annualized dividend and a dividend yield of 0.4%. Dell Technologies’s payout ratio is 14.63%.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. UBS Group reissued an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Citigroup lifted their price target on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Melius Research boosted their price objective on Dell Technologies from $650.00 to $735.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft started coverage on Dell Technologies in a research report on Thursday, September 3rd. They issued a “hold” rating and a $480.00 target price on the stock. Finally, Raymond James Financial boosted 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 equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $560.24.

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of DELL. Norges Bank acquired a new stake in Dell Technologies during the 4th quarter worth about $607,349,000. Wellington Management Group LLP lifted its position in shares of Dell Technologies by 140.1% in the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after acquiring an additional 1,474,347 shares in the last quarter. Deutsche Bank AG boosted its stake in Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares during the period. Bank of America Corp DE grew its position in Dell Technologies by 7.6% during the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares in the last quarter. Finally, Mizuho Markets Cayman LP acquired a new stake in Dell Technologies during the 4th quarter valued at $88,452,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Investor enthusiasm has broadened across AI-server manufacturers after Goldman Sachs lifted its global server-market outlook to approximately $1.5 trillion by 2030. The stronger industry forecast reinforces the demand outlook for Dell’s servers, networking equipment and storage products. AI server stocks rally
• Positive Sentiment: Coverage continues to highlight Dell’s unusually strong AI pipeline. Recent quarterly AI-optimized server revenue reached $16.4 billion, while the company has set a fiscal 2027 AI-server revenue target of $74 billion and total revenue guidance of $192 billion. The backlog provides visibility into future growth, though investors are debating how much of the opportunity is already reflected in the valuation. Dell AI backlog surge
• Positive Sentiment: Dell and Axelera AI are expanding Dell’s server lineup with a 45-watt inference accelerator and the Europa AI-processing architecture. The lower-power option broadens Dell’s enterprise AI offering and supports European digital-autonomy initiatives, although no specific Dell orders or guaranteed revenue were disclosed. Dell and Axelera AI inference collaboration
• Positive Sentiment: Dell’s scheduled addition to the S&P 100 on September 21 could generate incremental demand from index-tracking funds and add momentum while the stock trades near its 52-week high. Dell AI demand and S&P 100 entry
• Neutral Sentiment: Dell’s latest results remain a fundamental support: quarterly revenue rose 57.7% year over year to $46.97 billion and earnings exceeded consensus. However, the stock’s sharp run has raised the bar for future execution, making backlog conversion and margins increasingly important.
• Negative Sentiment: Silver Lake-affiliated directors reported additional sales of Dell shares, including a combined transaction value exceeding $20 million in the latest disclosures. The sellers retain substantial holdings, but continued insider selling creates a potential supply overhang and signals profit-taking after the rally. Dell insider selling

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.