Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 25,494 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 25,494 shares of Dell Technologies stock in a transaction dated Friday, October 9th. The stock was sold at an average price of $582.30, for a total value of $14,845,156.20. Following the sale, the director owned 22,686 shares of the company’s stock, valued at approximately $13,210,057.80. This represents a 52.91% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Dell Technologies Stock Performance

DELL stock traded down $66.26 during trading on Wednesday, hitting $506.21. The stock had a trading volume of 11,622,385 shares, compared to its average volume of 8,275,434. The stock has a market cap of $321.85 billion, a price-to-earnings ratio of 29.38, a price-to-earnings-growth ratio of 0.60 and a beta of 1.37. The company’s 50 day moving average price is $513.10 and its two-hundred day moving average price is $388.45. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $595.51.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.91 by $2.13. The company had revenue of $46.97 billion for the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The firm’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same period last year, the company earned $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. As a group, sell-side analysts forecast that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors 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 annualized dividend and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio is presently 14.63%.

Institutional Investors Weigh In On Dell Technologies

Institutional investors have recently bought and sold shares of the stock. Noble Wealth Management PBC grew its stake in shares of Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after buying an additional 25 shares during the period. Cornerstone Financial Management LLC raised its position in shares of Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares during the period. Premier Financial Group purchased a new position in shares of Dell Technologies in the 2nd quarter worth $34,000. Byrne Asset Management LLC acquired a new position in Dell Technologies in the second quarter valued at $38,000. Finally, Retirement Wealth Solutions LLC boosted its holdings in Dell Technologies by 41.3% in the third quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock valued at $48,000 after acquiring an additional 26 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: CEO Michael Dell said demand for AI infrastructure should remain strong through 2030, while memory and semiconductor capacity could remain constrained for several years. Persistent shortages could support pricing and demand for Dell’s AI servers. Michael Dell Warns Memory Shortage Could Be a Four-Year Problem
• Positive Sentiment: Honeywell launched Forge Cognition, an industrial and building-management AI platform developed with NVIDIA and Dell technology. The partnership provides additional evidence of Dell’s role in emerging physical-AI deployments. Honeywell Technologies Launches Forge Cognition with NVIDIA and Dell Technologies
• Positive Sentiment: Dell’s broader AI strategy remains supported by its server backlog and partnerships, including a new Accenture Dell Business Group targeting private and agentic AI deployments.

Wall Street Analysts Forecast Growth

Several research firms have commented on DELL. Evercore reaffirmed an “outperform” rating and issued a $650.00 target price on shares of Dell Technologies in a research note on Wednesday, September 9th. Sanford C. Bernstein raised their price objective on Dell Technologies from $500.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Bank of America lifted their price objective on Dell Technologies from $505.00 to $600.00 and gave the company a “buy” rating in a research report on Monday, August 31st. JPMorgan Chase & Co. upped their target price on Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a research note on Wednesday, September 2nd. Finally, Susquehanna reiterated a “positive” rating on shares of Dell Technologies in a research note on Tuesday, September 29th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $569.96.

Dell Technologies Company Profile

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.