Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 27,161 Shares of Stock

Posted by Sarita Garza on Sep 16th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners Iv, L.P. sold 27,161 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $534.04, for a total transaction of $14,505,060.44. Following the completion of the transaction, the director directly owned 41,400 shares in the company, valued at $22,109,256. The trade was a 39.62% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Silver Lake Partners Iv, L.P. also recently made the following trade(s):

On Monday, September 14th, Silver Lake Partners Iv, L.P. sold 8,100 shares of Dell Technologies stock. The stock was sold at an average price of $538.90, for a total transaction of $4,365,090.00.
On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 79,072 shares of Dell Technologies stock. The stock was sold at an average price of $558.74, for a total transaction of $44,180,689.28.
On Friday, September 11th, Silver Lake Partners Iv, L.P. sold 1,900 shares of Dell Technologies stock. The shares were sold at an average price of $560.87, for a total value of $1,065,653.00.
On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 52,708 shares of Dell Technologies stock. The stock was sold at an average price of $540.39, for a total value of $28,482,876.12.
On Wednesday, September 9th, Silver Lake Partners Iv, L.P. sold 1,900 shares of Dell Technologies stock. The stock was sold at an average price of $534.45, for a total value of $1,015,455.00.
On Tuesday, September 8th, Silver Lake Partners Iv, L.P. sold 54,731 shares of Dell Technologies stock. The shares were sold at an average price of $527.07, for a total value of $28,847,068.17.
On Tuesday, September 8th, Silver Lake Partners Iv, L.P. sold 2,900 shares of Dell Technologies stock. The shares were sold at an average price of $529.09, for a total value of $1,534,361.00.
On Friday, September 4th, Silver Lake Partners Iv, L.P. sold 54,734 shares of Dell Technologies stock. The stock was sold at an average price of $521.34, for a total value of $28,535,023.56.
On Friday, September 4th, Silver Lake Partners Iv, L.P. sold 37,500 shares of Dell Technologies stock. The stock was sold at an average price of $520.71, for a total value of $19,526,625.00.
On Thursday, September 3rd, Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94.

Dell Technologies Trading Up 3.6%

Shares of DELL traded up $19.80 during mid-day trading on Wednesday, reaching $563.31. The company’s stock had a trading volume of 12,936,590 shares, compared to its average volume of 8,418,713. The stock has a market cap of $365.09 billion, a PE ratio of 32.69, a P/E/G ratio of 0.55 and a beta of 1.34. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $576.75. The company’s fifty day moving average price is $456.43 and its two-hundred day moving average price is $330.78.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings results 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. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. 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 firm’s revenue for the quarter 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. Research analysts anticipate that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

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 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is 14.63%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on DELL. Daiwa Securities Group lifted their price target on Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 2nd. Truist Financial raised their target price on shares of Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a report on Wednesday, September 2nd. Mizuho lifted their target price 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. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Piper Sandler reissued an “overweight” rating and set a $558.00 price target (up from $497.00) on shares of Dell Technologies in a research report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $560.24.

View Our Latest Report on Dell Technologies

Dell Technologies News Summary

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

Positive Sentiment: Goldman Sachs raised its outlook for the global server market, forecasting it could reach $1.5 trillion by 2030, driven largely by artificial intelligence infrastructure. The estimate strengthens the long-term market opportunity for Dell’s servers, networking, and storage products. Why Dell Technologies stock is gaining
Positive Sentiment: Investors continue to highlight Dell’s substantial AI-server backlog and Nvidia-related infrastructure demand. Dell recently reported record AI-optimized server revenue of $16.4 billion and raised its full-year AI-server revenue target to $74 billion, supporting expectations for future growth. Dell’s AI server backlog
Positive Sentiment: Dell’s recent quarterly results remain a key fundamental catalyst: revenue rose 57.7% year over year to approximately $47 billion, while earnings exceeded consensus estimates. Management has also emphasized accelerating infrastructure demand and potentially tight supply conditions into next year.
Positive Sentiment: Axelera AI is collaborating with Dell on the Europa AI Processing Unit architecture, adding another inference-computing option for Dell data-center customers and supporting the company’s broader AI hardware ecosystem. Dell and Axelera AI collaboration
Positive Sentiment: Dell is scheduled to join the S&P 100 before the market opens on September 21. The addition could generate incremental buying from index-tracking funds. Bullish analyst views, including RBC’s $640 price target, have added to investor confidence.
Neutral Sentiment: Dell completed a $5 billion senior-notes offering. The proceeds should provide liquidity and help refinance debt, though the financing highlights the capital requirements associated with expanding AI infrastructure. Dell senior-notes offering
Negative Sentiment: Silver Lake-affiliated entities and Dell directors have disclosed sizable stock sales after the sharp rally. The transactions create a potential supply overhang and may encourage profit-taking, even though some affiliated holders retain significant positions.
Negative Sentiment: At the current valuation, investors are pricing in substantial AI-driven growth. Any slowdown in customer capital spending, easing supply constraints, or failure to convert the backlog into revenue could increase volatility.

Institutional Investors Weigh In On Dell Technologies

A number of large investors have recently made changes to their positions in DELL. Cornerstone Financial Management LLC lifted its holdings in Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after purchasing an additional 23 shares in the last quarter. Byrne Asset Management LLC purchased a new stake in shares of Dell Technologies in the second quarter worth $38,000. Atwood & Palmer Inc. raised its position in shares of Dell Technologies by 860.0% during the 2nd quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock valued at $41,000 after purchasing an additional 86 shares during the period. Comprehensive Financial Planning Inc. PA bought a new stake in shares of Dell Technologies during the 2nd quarter valued at $43,000. Finally, Allied Private Wealth LLC purchased a new position in shares of Dell Technologies during the 2nd quarter valued at $63,000. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Company Profile

(Get Free Report)

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.