Dell Technologies (NYSE:DELL) Director Sells $15,805,831.45 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 37,003 shares of the business’s stock in a transaction on Wednesday, July 8th. The shares were sold at an average price of $427.15, for a total transaction of $15,805,831.45. Following the completion of the transaction, the director owned 29,840 shares of the company’s stock, valued at approximately $12,746,156. This represents a 55.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Dell Technologies Stock Performance

DELL stock opened at $435.14 on Monday. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47. The firm’s fifty day moving average is $354.07 and its 200 day moving average is $219.22. The firm has a market cap of $282.02 billion, a PE ratio of 34.56, a P/E/G ratio of 0.93 and a beta of 1.31.

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

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio is presently 20.02%.

Hedge Funds Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the company. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC lifted its holdings in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the last quarter. Navalign LLC purchased a new position in Dell Technologies in the fourth quarter worth approximately $29,000. Kemnay Advisory Services Inc. purchased a new position in Dell Technologies in the fourth quarter worth approximately $29,000. Finally, WealthCollab LLC increased its stake in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after acquiring an additional 114 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Analysts Set New Price Targets

DELL has been the subject of a number of recent analyst reports. Barclays cut Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday, May 29th. William Blair assumed coverage on Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating on the stock. Citic Securities boosted their price target on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Evercore reissued an “outperform” rating on shares of Dell Technologies in a research note on Wednesday. Finally, CLSA upgraded Dell Technologies to an “outperform” rating in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target 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.