Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 83,006 Shares

Key Points

• Director Spv-2 L.P. Sl sold 83,006 Dell shares at an average price of $517.34, generating approximately $42.9 million. The sale reduced the director’s ownership by 53.14%, leaving 73,185 shares.
• Dell reported strong quarterly results, with $7.04 in earnings per share and $46.97 billion in revenue, surpassing estimates of $4.91 and $44.89 billion, respectively. Revenue rose 57.7% year over year, supported by surging AI infrastructure demand.
• Shares recently traded near their 52-week high at $533.27, while analysts maintained a “Moderate Buy” consensus and an average price target of $553.79. Dell also announced a quarterly dividend of $0.63 per share, yielding approximately 0.5%.

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $42,942,324.04. Following the completion of the transaction, the director owned 73,185 shares of the company's stock, valued at approximately $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Spv-2 L.P. Sl also recently made the following trade(s):

• On Thursday, September 3rd, Spv-2 L.P. Sl sold 68,525 shares of Dell Technologies stock. The stock was sold at an average price of $507.61, for a total value of $34,783,975.25.
• On Thursday, July 9th, Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock. The stock was sold at an average price of $453.54, for a total value of $26,982,001.68.
• On Wednesday, July 8th, Spv-2 L.P. Sl sold 63,095 shares of Dell Technologies stock. The stock was sold at an average price of $427.15, for a total value of $26,951,029.25.
• On Monday, July 6th, Spv-2 L.P. Sl sold 63,204 shares of Dell Technologies stock. The shares were sold at an average price of $410.52, for a total value of $25,946,506.08.
• On Friday, June 12th, Spv-2 L.P. Sl sold 34,257 shares of Dell Technologies stock. The stock was sold at an average price of $403.12, for a total transaction of $13,809,681.84.
• On Thursday, June 11th, Spv-2 L.P. Sl sold 54,093 shares of Dell Technologies stock. The stock was sold at an average price of $380.25, for a total transaction of $20,568,863.25.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 62,084 shares of Dell Technologies stock. The shares were sold at an average price of $380.47, for a total transaction of $23,621,099.48.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 40,686 shares of Dell Technologies stock. The shares were sold at an average price of $394.99, for a total transaction of $16,070,563.14.

Dell Technologies Trading Up 1.7%

DELL traded up $9.13 during trading hours on Tuesday, hitting $533.27. The company's stock had a trading volume of 6,649,771 shares, compared to its average volume of 8,071,149. The company has a 50-day simple moving average of $443.55 and a 200 day simple moving average of $316.11. The firm has a market capitalization of $345.62 billion, a PE ratio of 30.95, a PEG ratio of 0.54 and a beta of 1.34. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $538.47.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate of $4.91 by $2.13. The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company's quarterly revenue was up 57.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.70 earnings per share. 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. Research analysts expect that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business 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. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies's dividend payout ratio (DPR) is currently 14.63%.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors have recently bought and sold shares of the stock. California State Teachers Retirement System lifted its stake in Dell Technologies by 41,141.5% during the second quarter. California State Teachers Retirement System now owns 198,605,353 shares of the technology company's stock valued at $85,690,266,000 after buying an additional 198,123,786 shares in the last quarter. State Street Corp increased its position in shares of Dell Technologies by 1.8% in the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company's stock worth $1,852,450,000 after acquiring an additional 265,740 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of 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 period. Geode Capital Management LLC lifted its position in shares of Dell Technologies by 1.5% in the 4th 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 in the last quarter. Finally, Invesco Ltd. lifted its position 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 valued at $919,051,000 after acquiring an additional 2,445,854 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company's stock.

Trending Headlines about Dell Technologies

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?

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of research reports. TD Cowen increased their price target on Dell Technologies from $450.00 to $500.00 and gave the company a "hold" rating in a research note on Wednesday, September 2nd. Truist Financial boosted their price objective on Dell Technologies from $360.00 to $505.00 and gave the stock a "hold" rating in a research note on Wednesday, September 2nd. Citigroup raised their target price on Dell Technologies from $515.00 to $600.00 and gave the company a "buy" rating in a research note on Wednesday, September 2nd. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the company a "neutral" rating in a report on Friday, May 29th. Finally, Guggenheim upgraded shares of Dell Technologies to a "buy" rating in a report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Dell Technologies presently has a consensus rating of "Moderate Buy" and a consensus price target of $553.79.

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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