Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 34,869 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 34,869 shares of the stock in a transaction on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $15,814,486.26. Following the sale, the director owned 43,961 shares of the company’s stock, valued at approximately $19,938,071.94. This represents a 44.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Dell Technologies Stock Performance

NYSE:DELL traded down $7.73 during mid-day trading on Monday, hitting $427.24. 4,652,398 shares of the company’s stock traded hands, compared to its average volume of 8,657,176. The company has a fifty day moving average of $354.07 and a 200 day moving average of $219.22. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The company has a market capitalization of $276.90 billion, a P/E ratio of 33.93, a P/E/G ratio of 0.93 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.55 earnings per share. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, research analysts expect that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s payout ratio is 20.02%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Analysts and market commentary continue to highlight Dell’s AI server and infrastructure demand as a key growth engine, with one report saying Dell is “winning the AI infrastructure race” and another noting that AI optimism may keep pushing the stock higher. Dell Is Winning the AI Infrastructure Race. Here’s What Comes Next After a 250% YTD Rally.
• Positive Sentiment: New coverage also points to Dell’s strong interest coverage and solid growth prospects, suggesting the company has financial flexibility even with higher borrowing costs. DELL & 3 More Stocks With Strong Interest Coverage to Buy Now
• Neutral Sentiment: Some articles frame Dell’s big year-to-date move as a crowded trade or compare it to other AI/quantum-related opportunities, which adds context but does not directly change the business outlook. Missed DELL’s 248% Run? IGPT Quietly Turned $10K Into $16,600
• Negative Sentiment: There are still concerns about the PC market, with reports that Q2 PC shipments fell, and one note also flagged Dell trading down on insider selling, which could temper enthusiasm if investors worry about the durability of the rally. Dell Technologies (NYSE:DELL) Trading Down 3.3% on Insider Selling

Analysts Set New Price Targets

Several research analysts have recently issued reports on DELL shares. Morgan Stanley raised their price objective on Dell Technologies from $448.00 to $477.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 23rd. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Evercore reissued an “outperform” rating on shares of Dell Technologies in a report on Wednesday, July 8th. Roth Capital assumed coverage on shares of Dell Technologies in a report on Friday, May 29th. They issued a “buy” rating on the stock. Finally, CLSA upgraded Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $492.76.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares in the last quarter. State Street Corp increased its position in shares of Dell Technologies by 1.8% during the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Bank of America Corp DE raised its stake in Dell Technologies by 7.6% in 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 purchasing an additional 1,011,101 shares during the last quarter. Geode Capital Management LLC boosted its stake in Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.