Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $29,871,898.32 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 72,766 shares of the company’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $410.52, for a total transaction of $29,871,898.32. Following the completion of the transaction, the director owned 23,084 shares of the company’s stock, valued at $9,476,443.68. This trade represents a 75.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

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

• On Friday, June 12th, Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock. The shares were sold at an average price of $403.12, for a total transaction of $15,938,155.44.
• On Thursday, June 11th, Silver Lake Partners Iv, L.P. sold 62,403 shares of Dell Technologies stock. The stock was sold at an average price of $380.25, for a total value of $23,728,740.75.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 71,640 shares of Dell Technologies stock. The shares were sold at an average price of $380.47, for a total transaction of $27,256,870.80.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The stock was sold at an average price of $394.99, for a total value of $18,543,200.54.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 26,964 shares of Dell Technologies stock. The shares were sold at an average price of $390.31, for a total transaction of $10,524,318.84.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 5,327 shares of Dell Technologies stock. The stock was sold at an average price of $404.68, for a total value of $2,155,730.36.
• On Monday, June 8th, Silver Lake Partners Iv, L.P. sold 138,885 shares of Dell Technologies stock. The stock was sold at an average price of $398.13, for a total transaction of $55,294,285.05.
• On Friday, June 5th, Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock. The shares were sold at an average price of $403.01, for a total transaction of $36,129,040.48.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 90,304 shares of Dell Technologies stock. The stock was sold at an average price of $424.55, for a total value of $38,338,563.20.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 78,425 shares of Dell Technologies stock. The shares were sold at an average price of $414.43, for a total value of $32,501,672.75.

Dell Technologies Stock Up 3.5%

NYSE:DELL traded up $14.69 during mid-day trading on Wednesday, hitting $431.97. 9,727,975 shares of the company traded hands, compared to its average volume of 8,721,232. The stock’s fifty day moving average price is $340.27 and its 200-day moving average price is $212.59. The firm has a market cap of $279.96 billion, a price-to-earnings ratio of 34.31, a price-to-earnings-growth ratio of 0.88 and a beta of 1.31. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter last year, the company earned $1.55 earnings per share. The business’s revenue for the quarter was up 87.5% compared to the same quarter last year. 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. Equities analysts predict that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued 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 yield of 0.6%. Dell Technologies’s payout ratio is currently 20.02%.

Institutional Trading of Dell Technologies

Hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. raised its holdings in Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after buying an additional 1,355,841 shares during the period. State Street Corp increased its position in Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after acquiring an additional 265,740 shares during the last quarter. Bank of America Corp DE increased its position in 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 last quarter. Geode Capital Management LLC raised its stake in shares of Dell Technologies by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after acquiring an additional 108,011 shares during the period. Finally, Invesco Ltd. lifted its holdings in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after acquiring an additional 2,445,854 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Evercore reportedly raised its price target on Dell, citing strong AI demand and noting that supply, not demand, is the main constraint on growth. Dell Technologies in spotlight as Evercore ups price target on AI prospects
• Positive Sentiment: Multiple market reports say Dell is benefiting from renewed attention around its AI server story, with traders reacting to strong first-quarter results, a large AI order backlog, and improved full-year guidance. Dell Gets Higher Target on AI Demand
• Positive Sentiment: Order-flow and technical traders are also pointing to bullish signals, including a “Power Inflow” alert and strong momentum after the stock’s recent breakout. Dell Shares Rise 4% After Key Trading Signal
• Neutral Sentiment: Raymond James said the financial impact of Dell ending its Enterprise Computing Distribution agreement with Arrow Electronics is likely immaterial, suggesting this is not a major earnings headwind. Raymond James says Dell Technologies Inc. Termination Earnings effect on Arrow likely immaterial
• Neutral Sentiment: One news item notes that Dell is drawing unusually heavy investor attention and search interest, reflecting broad market focus rather than a fresh fundamental change. Dell Technologies Wins Political And AI Attention
• Negative Sentiment: There is also growing scrutiny over Trump’s public promotion of Dell, with ethics concerns raised by critics; while this has boosted visibility, it could create headline risk. Trump’s Dell Shout-Out Sparks Ethics Firestorm

Analysts Set New Price Targets

Several analysts have recently commented on DELL shares. Citic Securities raised their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Truist Financial increased their price target on Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Sanford C. Bernstein raised their price target on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, May 29th. CLSA upgraded Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. Finally, Raymond James Financial lowered Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. One investment 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.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $492.76.

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.