Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 14,242 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 14,242 shares of the stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $534.05, for a total transaction of $7,605,940.10. Following the sale, the director owned 24,237 shares in the company, valued at $12,943,769.85. The trade was a 37.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Dell Technologies Trading Up 3.6%

Shares of NYSE:DELL opened at $563.31 on Thursday. The firm has a 50 day moving average of $459.06 and a 200-day moving average of $333.89. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $576.75. The stock has a market capitalization of $365.09 billion, a PE ratio of 32.69, a PEG ratio of 0.56 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results 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. 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 for the quarter, compared to analyst estimates of $44.89 billion. During the same quarter last year, the business posted $1.70 EPS. 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. On average, research analysts predict that Dell Technologies Inc. will post 25.14 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently declared 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. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.4%. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on DELL shares. Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. TD Cowen increased their target price on shares of Dell Technologies from $450.00 to $500.00 and gave the stock a “hold” rating in a report on Wednesday, September 2nd. KeyCorp restated a “sector weight” rating on shares of Dell Technologies in a research note 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 report on Wednesday, September 2nd. Finally, Wells Fargo & Company increased their price objective on shares of Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $560.24.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Goldman Sachs raised its outlook for the global server market, projecting it could reach $1.5 trillion by 2030, supported by a 39% compound annual growth rate from 2025. The forecast reinforces expectations for sustained demand for Dell’s AI servers and data-center equipment. Why Dell Technologies stock is gaining
• Positive Sentiment: Recent coverage highlighted Dell’s record AI-optimized server revenue of $16.4 billion, a raised fiscal 2027 AI-server revenue target of $74 billion, and total revenue guidance of $192 billion. A substantial backlog and ongoing supply constraints suggest growth could remain strong. Dell’s AI server backlog
• Positive Sentiment: Dell is scheduled to enter the S&P 100 before the open on September 21, which could generate incremental buying from index-tracking funds. The company also expanded its AI ecosystem through a collaboration with Axelera AI for the Europa processing architecture. Dell AI demand and S&P 100 entry
• Neutral Sentiment: Dell subsidiaries completed a $5 billion senior-notes offering. The proceeds should support liquidity and debt refinancing, although the borrowing highlights the capital requirements of expanding AI infrastructure capacity. Dell senior-notes offering
• Negative Sentiment: Silver Lake-affiliated directors disclosed additional sales of Dell shares totaling more than $60 million on September 14, following sizable sales on September 11. The transactions create a potential supply overhang, though the affiliated entities continue to hold substantial positions. Dell insider ownership filing

Hedge Funds Weigh In On Dell Technologies

Large investors have recently modified their holdings of the business. Bank of America Corp DE lifted its holdings in Dell Technologies by 7.6% during the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after buying an additional 1,011,101 shares during the period. Wellington Management Group LLP increased its stake in shares of Dell Technologies by 140.1% in the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after buying an additional 1,474,347 shares during the period. Geode Capital Management LLC raised its position in shares of Dell Technologies by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after acquiring an additional 108,011 shares during the last quarter. Deutsche Bank AG lifted its stake in shares of Dell Technologies by 24.6% in the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after acquiring an additional 1,090,336 shares during the period. Finally, Norges Bank bought a new stake in Dell Technologies in the fourth quarter valued at approximately $607,349,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Company Profile

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.