Silver Lake Partners De (Aiv Sells 28,695 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 28,695 shares of the business’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $527.07, for a total transaction of $15,124,273.65. Following the sale, the director owned 62,733 shares of the company’s stock, valued at approximately $33,064,682.31. The trade was a 31.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Dell Technologies Stock Performance

Dell Technologies stock opened at $566.62 on Friday. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $567.75. The firm’s 50-day moving average is $451.44 and its 200-day moving average is $323.46. The company has a market cap of $367.23 billion, a P/E ratio of 32.89, a PEG ratio of 0.52 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating analysts’ consensus estimates 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 quarter in the prior year, the firm earned $1.70 EPS. The company’s revenue for the quarter was up 57.7% compared to the same quarter last year. 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, sell-side analysts predict that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Announces Dividend

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 paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

Institutional Investors Weigh In On Dell Technologies

Several institutional investors have recently bought and sold shares of DELL. Commonwealth Retirement Investments LLC acquired a new position in Dell Technologies during the 4th quarter valued at about $25,000. Rossby Financial LCC lifted its stake in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares during the period. Cornerstone Financial Management LLC boosted its holdings in shares of Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after acquiring an additional 23 shares in the last quarter. Navalign LLC bought a new position in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of Dell Technologies during the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Mizuho raised their target price on Dell Technologies from $500.00 to $600.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Dell Technologies in a report on Wednesday, August 12th. Cantor Fitzgerald began coverage on shares of Dell Technologies in a research report on Wednesday, September 2nd. They issued an “overweight” rating on the stock. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Finally, Fox Advisors upgraded shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price target on the stock in a research note on Wednesday, September 2nd. One research 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 data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $560.24.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Royal Bank of Canada initiated coverage with an Outperform rating and a $640 price target. RBC cited enterprise AI investment, compute modernization, storage expansion and PC refresh cycles as drivers that could keep Dell’s results above its long-term targets. RBC initiates Dell coverage
• Positive Sentiment: Oracle’s reported spending plans, including approximately $95 billion in capital expenditures, provided an upbeat read-through for suppliers of AI data-center hardware. Dell is viewed as a major vendor of Nvidia-based servers and related equipment, strengthening investor confidence in its AI opportunity. Dell and HPE benefit from Oracle spending
• Positive Sentiment: Dell’s latest reported quarter showed strong operating momentum: EPS was $7.04 versus a $4.91 consensus estimate, while revenue reached $46.97 billion, up 57.7% year over year. AI-server orders totaled about $60.9 billion, supported by an approximately $95 billion backlog. Dell AI server orders and backlog
• Positive Sentiment: Management commentary that the structural shortage of AI computing capacity could worsen in 2027 reinforces expectations for prolonged demand. Supply shortages affecting Dell also suggest that customer demand remains ahead of available hardware capacity. Dell CEO discusses AI compute shortages
• Neutral Sentiment: Dell plans to raise about $4 billion through a bond offering to refinance debt. The transaction could improve financial flexibility, but investors will monitor borrowing costs, leverage and the company’s ability to convert its backlog into cash flow. Dell bond offering
• Negative Sentiment: Several insiders, including Silver Lake-affiliated entities and Dell’s chief marketing officer, recently sold shares near record levels. The sales may reflect diversification or planned liquidity needs, but they add a modest sentiment headwind. In addition, elevated valuation and potential Federal Reserve rate increases could increase volatility after the stock’s large rally. Dell insider selling

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.