Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 7,994 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 7,994 shares of the firm’s stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $569.77, for a total transaction of $4,554,741.38. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

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

• On Thursday, September 17th, Silver Lake Partners Iv, L.P. sold 50,688 shares of Dell Technologies stock. The shares were sold at an average price of $585.91, for a total value of $29,698,606.08.
• On Thursday, September 17th, Silver Lake Partners Iv, L.P. sold 1,800 shares of Dell Technologies stock. The shares were sold at an average price of $582.01, for a total value of $1,047,618.00.
• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 51,494 shares of Dell Technologies stock. The stock was sold at an average price of $567.88, for a total transaction of $29,242,412.72.
• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 5,300 shares of Dell Technologies stock. The stock was sold at an average price of $567.99, for a total transaction of $3,010,347.00.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 50,728 shares of Dell Technologies stock. The shares were sold at an average price of $552.61, for a total value of $28,032,800.08.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 766 shares of Dell Technologies stock. The stock was 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 stock was sold at an average price of $534.04, for a total transaction 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 transaction of $4,365,090.00.
• On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 79,072 shares of Dell Technologies stock. The shares were sold at an average price of $558.74, for a total value of $44,180,689.28.

Dell Technologies Stock Performance

NYSE:DELL traded down $25.30 during trading hours on Tuesday, hitting $550.00. 9,595,176 shares of the company’s stock traded hands, compared to its average volume of 8,445,888. The stock’s fifty day moving average price is $467.48 and its two-hundred day moving average price is $342.96. The firm has a market cap of $349.70 billion, a P/E ratio of 31.92, a P/E/G ratio of 0.59 and a beta of 1.34. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The firm had revenue of $46.97 billion during 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 business’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same period last year, the company posted $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, equities research analysts predict that Dell Technologies Inc. will post 25.14 earnings per share 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 paid 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 0.5%. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Institutional Trading of Dell Technologies

Several institutional investors have recently modified their holdings of the company. Bank of America Corp DE lifted its holdings in shares of Dell Technologies by 7.6% during the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the period. Geode Capital Management LLC increased its holdings in shares of Dell Technologies by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after buying an additional 108,011 shares in the last quarter. Deutsche Bank AG raised its stake in shares of Dell Technologies by 24.6% in the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after acquiring an additional 1,090,336 shares during the last quarter. Norges Bank bought a new position in shares of Dell Technologies in the fourth quarter valued at approximately $607,349,000. Finally, Wellington Management Group LLP boosted its stake in Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after purchasing an additional 1,474,347 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on DELL. Fox Advisors raised shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price objective for the company in a research note on Wednesday, September 2nd. KeyCorp reiterated a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. Morgan Stanley raised their target price on shares of Dell Technologies from $499.00 to $511.00 and gave the company an “equal weight” rating in a research note on Monday. Weiss Ratings reiterated a “buy (b)” rating on shares of Dell Technologies in a research note on Wednesday, August 12th. Finally, Sanford C. Bernstein boosted their price objective on Dell Technologies from $500.00 to $650.00 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. Based on data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and an average target price of $560.72.

More Dell Technologies News

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

• Positive Sentiment: AI infrastructure remains Dell’s main catalyst. The company reportedly serves more than 6,500 AI customers, with enterprise, sovereign-AI and neocloud demand contributing to record orders and an approximately $95 billion backlog. Dell Rides on Growing AI Clientele
• Positive Sentiment: Morgan Stanley said Dell is well positioned for growth in on-premises AI deployments, supporting the view that its servers, storage and networking products will benefit from the data-center buildout. A recent earnings report also showed revenue growth of 57.7% year over year and earnings well above consensus. Dell Best Positioned for On-Premises AI Growth
• Positive Sentiment: Dell joined the S&P 100, which may increase institutional visibility. The company also launched the XPS Googlebook, a premium Snapdragon X Elite laptop designed around Google Gemini Intelligence, extending its AI-focused product strategy. Dell Introduces XPS Googlebook
• Neutral Sentiment: Analysts and commentators remain divided. Some view Dell’s valuation as reasonable for a major AI beneficiary, while others question whether further gains are possible after the stock more than quadrupled in 2026 and reached a fresh 52-week high. Dell Stock and AI Data Center Buildout
• Negative Sentiment: Several insiders sold shares near $582–$586, including the CFO, general counsel and Silver Lake-affiliated directors. The transactions totaled tens of millions of dollars and reduced some holdings substantially, potentially weighing on investor sentiment. Dell Technologies Insider Selling
• Negative Sentiment: Morgan Stanley raised its price target to $511 from $499 but maintained an Equalweight rating. The target is below recent trading levels, indicating limited near-term upside in that firm’s view. Morgan Stanley Adjusts Dell Price Target
• Negative Sentiment: A bearish analysis warned that elevated expectations surrounding Dell’s AI opportunity could leave the stock vulnerable to a significant correction, particularly if margins weaken as Dell competes aggressively for market share. Dell Downside 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.