Dell Technologies (NYSE:DELL) Director Sells $40,311,973.52 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 72,148 shares of the stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $558.74, for a total transaction of $40,311,973.52. Following the completion of the transaction, the director directly owned 82,277 shares of the company’s stock, valued at approximately $45,971,450.98. The trade was a 46.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

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

• On Wednesday, September 9th, Spv-2 L.P. Sl sold 48,097 shares of Dell Technologies stock. The shares were sold at an average price of $540.39, for a total value of $25,991,137.83.
• On Tuesday, September 8th, Spv-2 L.P. Sl sold 49,949 shares of Dell Technologies stock. The shares were sold at an average price of $527.07, for a total value of $26,326,619.43.
• On Friday, September 4th, Spv-2 L.P. Sl sold 49,946 shares of Dell Technologies stock. The stock was sold at an average price of $521.34, for a total value of $26,038,847.64.
• 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, September 3rd, Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04.
• 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 transaction of $26,982,001.68.
• On Wednesday, July 8th, Spv-2 L.P. Sl sold 63,095 shares of Dell Technologies stock. The shares were sold at an average price of $427.15, for a total transaction of $26,951,029.25.
• On Monday, July 6th, Spv-2 L.P. Sl sold 63,204 shares of Dell Technologies stock. The stock was sold at an average price of $410.52, for a total transaction of $25,946,506.08.

Dell Technologies Stock Up 1.7%

Shares of NYSE DELL traded up $9.23 on Tuesday, reaching $543.51. 9,579,079 shares of the company’s stock traded hands, compared to its average volume of 8,391,645. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $568.67. The business’s 50 day simple moving average is $453.91 and its two-hundred day simple moving average is $327.82. The company has a market cap of $352.25 billion, a price-to-earnings ratio of 31.54, a price-to-earnings-growth ratio of 0.59 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The firm had revenue of $46.97 billion for the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $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. Analysts forecast that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. 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 is currently 14.63%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on DELL shares. Mizuho upped their price target on shares of Dell Technologies from $500.00 to $600.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. The Goldman Sachs Group upped their target price on shares of Dell Technologies from $510.00 to $570.00 and gave the stock a “buy” rating in a research note on Wednesday, September 2nd. Roth Capital started coverage on shares of Dell Technologies in a report on Friday, May 29th. They set a “buy” rating on the stock. Fox Advisors raised shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price target for the company in a research report on Wednesday, September 2nd. Finally, Loop Capital boosted their price objective on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $560.24.

Hedge Funds Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank bought a new position in Dell Technologies during the fourth quarter valued at approximately $607,349,000. Wellington Management Group LLP grew its position in Dell Technologies by 140.1% in the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after purchasing an additional 1,474,347 shares during the period. Deutsche Bank AG raised its stake in Dell Technologies by 24.6% during the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after buying an additional 1,090,336 shares during the last quarter. Bank of America Corp DE lifted its holdings in shares of Dell Technologies by 7.6% during the 1st 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 buying an additional 1,011,101 shares during the period. Finally, Mizuho Markets Cayman LP purchased a new position in shares of Dell Technologies in the 4th quarter worth $88,452,000. Institutional investors own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analyst optimism supports the rally. RBC Capital Markets’ Outperform rating and $640 price target imply further upside, while other analysts say Dell’s strong quarterly results and AI-server backlog could support additional gains. Dell Technologies Rallies on Bullish RBC Outlook
• Positive Sentiment: AI infrastructure demand remains the central growth story. Dell’s servers are benefiting from spending on data centers and agentic AI, with recent earnings showing revenue growth of 57.7% year over year and EPS well above consensus. Analyst Bets Dell Can Gain Further
• Positive Sentiment: Axelera AI chips expand Dell’s product flexibility. Europe-based Axelera is adding an inference-chip option to Dell servers, potentially strengthening Dell’s position with AI customers, although the near-term sales opportunity is small relative to the company’s backlog. Dell Jumps as Axelera Chips Enter Its Servers
• Neutral Sentiment: Investor attention is also on management commentary and capital allocation. CFO David Kennedy spoke at Citi’s TMT Conference, while Dell is reportedly considering a roughly $4 billion investment-grade bond offering primarily to refinance 2026 maturities. The refinancing could improve liquidity management but would increase scrutiny of debt levels. Why Is Dell Stock Rising Today
• Negative Sentiment: Risks include elevated expectations and AI-spending concerns. Dell recently sold off alongside AI hardware stocks amid worries that customers could slow capital spending, while reported insider stock sales add supply pressure. After a gain of more than 300% over the past year and a record high, profit-taking and valuation risk remain important near-term headwinds. Dell Stock Tumbles as AI Spending Concerns Emerge

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.