Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $14,960,372.64 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 28,696 shares of the business’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $521.34, for a total value of $14,960,372.64. Following the completion of the sale, the director directly owned 50,263 shares of the company’s stock, valued at $26,204,112.42. This represents a 36.34% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $566.62 on Friday. The business’s 50-day simple moving average is $451.44 and its 200-day simple moving average is $323.46. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $567.75. The firm has a market cap of $367.23 billion, a price-to-earnings ratio of 32.89, a P/E/G ratio of 0.52 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The firm had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. During the same quarter in the prior year, the business earned $1.70 earnings per share. The company’s revenue was up 57.7% on a year-over-year basis. 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. As a group, equities research analysts forecast 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. Shareholders of record on Tuesday, October 20th will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is 14.63%.

Analyst Ratings Changes

Several equities analysts recently weighed in on the company. Citigroup boosted their price objective on Dell Technologies from $515.00 to $600.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Sanford C. Bernstein increased their price objective on Dell Technologies from $500.00 to $650.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. UBS Group reaffirmed an “outperform” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Raymond James Financial upped their target price on shares of Dell Technologies from $500.00 to $617.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Finally, Cantor Fitzgerald started coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They issued an “overweight” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $560.24.

Institutional Trading of Dell Technologies

Several institutional investors have recently modified their holdings of the company. ProShare Advisors LLC boosted its stake in Dell Technologies by 10.5% during the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after buying 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 acquired a new position in shares of Dell Technologies in the 4th quarter valued at $23,332,000. Plato Investment Management Ltd acquired a new position in shares of Dell Technologies in the 2nd quarter valued at $5,913,000. Gabelli Funds LLC lifted its holdings in shares of Dell Technologies by 49.0% during the 1st quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock worth $7,565,000 after acquiring an additional 15,150 shares during the period. Finally, MUFG Securities EMEA plc boosted its position in shares of Dell Technologies by 112.9% during the 4th quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company’s stock valued at $1,555,000 after acquiring an additional 6,553 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Royal Bank of Canada initiated coverage with an Outperform rating and a $640 price target. RBC cited enterprise AI investment, compute modernization, storage expansion and PC refresh cycles as drivers that could keep Dell’s results above its long-term targets. RBC initiates Dell coverage
• Positive Sentiment: Oracle’s reported spending plans, including approximately $95 billion in capital expenditures, provided an upbeat read-through for suppliers of AI data-center hardware. Dell is viewed as a major vendor of Nvidia-based servers and related equipment, strengthening investor confidence in its AI opportunity. Dell and HPE benefit from Oracle spending
• Positive Sentiment: Dell’s latest reported quarter showed strong operating momentum: EPS was $7.04 versus a $4.91 consensus estimate, while revenue reached $46.97 billion, up 57.7% year over year. AI-server orders totaled about $60.9 billion, supported by an approximately $95 billion backlog. Dell AI server orders and backlog
• Positive Sentiment: Management commentary that the structural shortage of AI computing capacity could worsen in 2027 reinforces expectations for prolonged demand. Supply shortages affecting Dell also suggest that customer demand remains ahead of available hardware capacity. Dell CEO discusses AI compute shortages
• Neutral Sentiment: Dell plans to raise about $4 billion through a bond offering to refinance debt. The transaction could improve financial flexibility, but investors will monitor borrowing costs, leverage and the company’s ability to convert its backlog into cash flow. Dell bond offering
• Negative Sentiment: Several insiders, including Silver Lake-affiliated entities and Dell’s chief marketing officer, recently sold shares near record levels. The sales may reflect diversification or planned liquidity needs, but they add a modest sentiment headwind. In addition, elevated valuation and potential Federal Reserve rate increases could increase volatility after the stock’s large 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.