Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 26,990 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 26,990 shares of the company’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $552.79, for a total transaction of $14,919,802.10. Following the transaction, the director owned 35,988 shares of the company’s stock, valued at approximately $19,893,806.52. This represents a 42.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $589.57 on Friday. The company has a market cap of $382.11 billion, a P/E ratio of 34.22, a P/E/G ratio of 0.58 and a beta of 1.34. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $593.98. The firm’s fifty day moving average is $461.85 and its two-hundred day moving average is $337.00.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating 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 business’s revenue was up 57.7% on a year-over-year basis. During the same quarter in the prior year, the firm 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, analysts forecast that Dell Technologies Inc. will post 25.14 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently declared 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 dividend on an annualized basis and a yield of 0.4%. Dell Technologies’s dividend payout ratio is presently 14.63%.

Analysts Set New Price Targets

DELL has been the topic of several recent research reports. CLSA raised Dell Technologies to an “outperform” rating in a report on Friday, May 29th. Truist Financial boosted their price target on shares of Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a research report on Wednesday, September 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $558.00 price target (up from $497.00) on shares of Dell Technologies in a research note on Wednesday, September 2nd. Fox Advisors upgraded shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price objective for the company in a research report on Wednesday, September 2nd. Finally, Citigroup boosted their target price on shares of Dell Technologies from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Wednesday, September 2nd. One investment 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’s stock. Based on data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and an average price target of $560.24.

More Dell Technologies News

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

• Positive Sentiment: Investors are responding to bullish expectations for Dell’s AI server business. Recent coverage points to record AI-optimized server revenue of $16.4 billion, a fiscal 2027 AI-server revenue target of $74 billion and a total revenue outlook of $192 billion. The backlog and potential for server revenue to double are supporting expectations for continued growth. Dell’s AI backlog surge
• Positive Sentiment: A broader rally in AI server and semiconductor stocks is lifting Dell alongside Hewlett Packard Enterprise and Super Micro Computer. Goldman Sachs’ forecast for a $1.5 trillion global server market by 2030 reinforces the long-term demand thesis for Dell’s data-center equipment. AI server stocks rally
• Positive Sentiment: Dell and Axelera AI added a lower-power, 45-watt inference option through the Europa architecture, broadening Dell’s AI server lineup and its appeal for enterprise workloads. However, the announcement does not include disclosed Dell orders or guaranteed revenue. Dell gains as inference expands its server lineup
• Neutral Sentiment: Michael Dell’s reported $7.7 billion investment in an insurance company is primarily a personal investment and does not materially change Dell Technologies’ operating outlook. Michael Dell’s insurance investment
• Negative Sentiment: Silver Lake-affiliated directors disclosed multiple Dell share sales on September 15 totaling more than $70 million, following additional sales earlier in the week. The transactions create a potential supply overhang and signal profit-taking after the stock’s strong advance, although Silver Lake entities still retain sizable holdings. Dell insider ownership filing

Institutional Trading of Dell Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Wellington Altus USA Inc. lifted its position in Dell Technologies by 38.4% in the second quarter. Wellington Altus USA Inc. now owns 1,475 shares of the technology company’s stock worth $636,000 after buying an additional 409 shares during the last quarter. Revere Asset Management Inc bought a new position in Dell Technologies during the second quarter valued at $5,524,000. Sequoia Financial Advisors LLC increased its position in Dell Technologies by 4.5% during the second quarter. Sequoia Financial Advisors LLC now owns 50,146 shares of the technology company’s stock valued at $21,636,000 after acquiring an additional 2,176 shares during the last quarter. MCF Advisors LLC raised its stake in shares of Dell Technologies by 4.4% in the second quarter. MCF Advisors LLC now owns 2,377 shares of the technology company’s stock valued at $1,026,000 after acquiring an additional 100 shares during the period. Finally, Archford Capital Strategies LLC bought a new stake in shares of Dell Technologies in the 2nd quarter worth about $1,214,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.