Dell Technologies (NYSE:DELL) Director Sells $24,674,531.30 in Stock

Key Points

• Silver Lake Partners sold 47,695 Dell shares for approximately $24.67 million at an average price of $517.34, reducing its direct ownership by 55.79% to 37,799 shares.
• Dell reported strong quarterly results, with $7.04 EPS versus the $4.91 consensus estimate and revenue of $46.97 billion, up 57.7% year over year.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $553.79; JPMorgan and Piper Sandler recently raised their targets to $635 and $558, respectively.

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners De (Aiv sold 47,695 shares of the business's stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $24,674,531.30. Following the transaction, the director directly owned 37,799 shares of the company's stock, valued at $19,554,934.66. The trade was a 55.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Dell Technologies Stock Performance

Shares of NYSE:DELL traded up $9.13 during trading hours on Tuesday, hitting $533.27. The stock had a trading volume of 6,649,771 shares, compared to its average volume of 8,071,149. The stock's fifty day simple moving average is $443.55 and its 200 day simple moving average is $316.11. The firm has a market capitalization of $345.62 billion, a price-to-earnings ratio of 30.95, a PEG ratio of 0.54 and a beta of 1.34. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $538.47.

Dell Technologies (NYSE:DELL - Get Free Report) last issued its quarterly earnings data 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. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the previous year, the firm posted $1.70 earnings per share. The business'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, research analysts anticipate that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders 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 dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies's dividend payout ratio (DPR) is 14.63%.

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the 4th quarter worth $25,000. Rossby Financial LCC increased its stake in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company's stock worth $26,000 after purchasing an additional 184 shares in the last quarter. Cornerstone Financial Management LLC increased its stake in 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 purchasing an additional 23 shares in the last quarter. Navalign LLC acquired a new stake in Dell Technologies during the 4th quarter worth about $29,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies during the fourth quarter valued at about $29,000. Institutional investors and hedge funds own 76.37% of the company's stock.

Analysts Set New Price Targets

DELL has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. increased their target price on shares of Dell Technologies from $565.00 to $635.00 and gave the company an "overweight" rating in a research report on Wednesday, September 2nd. Piper Sandler reissued an "overweight" rating and set a $558.00 target price (up from $497.00) on shares of Dell Technologies in a report on Wednesday, September 2nd. CLSA upgraded Dell Technologies to an "outperform" rating in a research report on Friday, May 29th. HSBC upgraded Dell Technologies to a "buy" rating in a report on Friday, May 29th. Finally, Guggenheim upgraded shares of Dell Technologies to a "buy" rating in a research report on Monday, June 1st. One investment 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 company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $553.79.

Dell Technologies News Roundup

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

• Positive Sentiment: Record AI server orders of $60.9 billion helped drive quarterly revenue to $46.97 billion, while earnings of $7.04 per share exceeded the $4.91 consensus estimate. The results reinforce expectations for rapid growth in AI-related infrastructure. Dell Q2 2027 Earnings Call Transcript
• Positive Sentiment: Coverage emphasizes that Dell is benefiting from an “on-premise” AI buildout, as enterprises install servers and AI systems internally rather than relying exclusively on public cloud providers. This broadens the potential demand opportunity beyond hyperscale data centers. Dell’s latest reinvention and on-premise AI
• Positive Sentiment: Analysts and financial commentators continue to raise Dell’s profile as a leading AI infrastructure investment, citing surging earnings, strong demand and the company’s roughly $95 billion AI backlog. Wall Street optimism has supported the stock’s recent momentum. Wall Street raises Dell targets after earnings
• Neutral Sentiment: Dell’s consumer PC business is also expanding with the lower-priced Dell 14S laptop, supported by improving PC demand. However, competition from HP and Apple limits the significance of this opportunity relative to the much larger AI server business. Dell expands consumer PC reach
• Negative Sentiment: At roughly $524 per share after a gain of more than 300% over the past year, valuation and execution risk are becoming more important. Investors are questioning how much of the AI backlog will convert into revenue and profitable margins, while the stock’s proximity to its high leaves less room for disappointment. Is Dell Making Money Where You Think It Is?

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.

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