Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 25,494 Shares of Company Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 25,494 shares of the business’s stock in a transaction dated Friday, October 9th. The stock was sold at an average price of $582.30, for a total transaction of $14,845,156.20. Following the transaction, the director owned 22,686 shares in the company, valued at approximately $13,210,057.80. This trade represents a 52.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Dell Technologies Stock Down 11.6%

NYSE DELL traded down $66.26 during trading hours on Wednesday, hitting $506.21. 11,622,385 shares of the stock were exchanged, compared to its average volume of 8,275,434. The company has a market cap of $321.85 billion, a price-to-earnings ratio of 29.38, a price-to-earnings-growth ratio of 0.60 and a beta of 1.37. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51. The stock has a 50-day moving average of $513.10 and a 200 day moving average of $388.45.

Dell Technologies (NYSE:DELL) last released 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. The firm had revenue of $46.97 billion during 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%. Dell Technologies’s revenue was up 57.7% compared to the same quarter last year. During the same quarter in the prior year, the business 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. On average, equities research analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current 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 issued 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 0.5%. Dell Technologies’s payout ratio is currently 14.63%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: CEO Michael Dell said demand for AI infrastructure should remain strong through 2030, while memory and semiconductor capacity could remain constrained for several years. Persistent shortages could support pricing and demand for Dell’s AI servers. Michael Dell Warns Memory Shortage Could Be a Four-Year Problem
• Positive Sentiment: Honeywell launched Forge Cognition, an industrial and building-management AI platform developed with NVIDIA and Dell technology. The partnership provides additional evidence of Dell’s role in emerging physical-AI deployments. Honeywell Technologies Launches Forge Cognition with NVIDIA and Dell Technologies
• Positive Sentiment: Dell’s broader AI strategy remains supported by its server backlog and partnerships, including a new Accenture Dell Business Group targeting private and agentic AI deployments.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. Morgan Stanley boosted their price target on Dell Technologies from $499.00 to $511.00 and gave the stock an “equal weight” rating in a research note on Monday, September 21st. Daiwa Securities Group upped their price target on Dell Technologies from $465.00 to $625.00 and gave the stock an “outperform” rating in a report on Friday, September 18th. TD Cowen raised their price objective on Dell Technologies from $500.00 to $550.00 and gave the company a “hold” rating in a research note on Tuesday, September 29th. Finally, Raymond James Financial lifted their price objective on Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $569.96.

Hedge Funds Weigh In On Dell Technologies

Several hedge funds have recently added to or reduced their stakes in DELL. Noble Wealth Management PBC increased its stake in shares of Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after purchasing an additional 25 shares in the last quarter. Cornerstone Financial Management LLC lifted 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 valued at $28,000 after buying an additional 23 shares in the last quarter. Premier Financial Group purchased a new stake in Dell Technologies in the 2nd quarter valued at approximately $34,000. Byrne Asset Management LLC acquired a new stake in Dell Technologies during the 2nd quarter valued at $38,000. Finally, Retirement Wealth Solutions LLC grew its holdings in Dell Technologies by 41.3% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock valued at $48,000 after buying an additional 26 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Company Profile

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.