Silver Lake Partners Iv, L.P. Sells 91,191 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the completion of the transaction, the director directly owned 64,209 shares of the company’s stock, valued at $33,217,884.06. The trade was a 58.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

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

• On Friday, September 4th, Silver Lake Partners Iv, L.P. sold 54,734 shares of Dell Technologies stock. The shares were sold at an average price of $521.34, for a total transaction of $28,535,023.56.
• On Friday, September 4th, Silver Lake Partners Iv, L.P. sold 37,500 shares of Dell Technologies stock. The shares were sold at an average price of $520.71, for a total transaction of $19,526,625.00.
• On Thursday, September 3rd, Silver Lake Partners Iv, L.P. sold 75,285 shares of Dell Technologies stock. The stock was sold at an average price of $507.61, for a total value of $38,215,418.85.
• On Thursday, July 9th, Silver Lake Partners Iv, L.P. sold 68,706 shares of Dell Technologies stock. The stock was sold at an average price of $453.54, for a total value of $31,160,919.24.
• On Wednesday, July 8th, Silver Lake Partners Iv, L.P. sold 72,854 shares of Dell Technologies stock. The shares were sold at an average price of $427.15, for a total value of $31,119,586.10.
• On Monday, July 6th, Silver Lake Partners Iv, L.P. sold 72,766 shares of Dell Technologies stock. The stock was sold at an average price of $410.52, for a total value of $29,871,898.32.
• On Friday, June 12th, Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock. The shares were sold at an average price of $403.12, for a total value of $15,938,155.44.
• On Thursday, June 11th, Silver Lake Partners Iv, L.P. sold 62,403 shares of Dell Technologies stock. The shares were sold at an average price of $380.25, for a total value of $23,728,740.75.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 71,640 shares of Dell Technologies stock. The stock was sold at an average price of $380.47, for a total value of $27,256,870.80.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The shares were sold at an average price of $394.99, for a total transaction of $18,543,200.54.

Dell Technologies Trading Up 0.2%

Shares of DELL opened at $535.20 on Thursday. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $562.99. The company has a market cap of $346.87 billion, a P/E ratio of 31.06, a P/E/G ratio of 0.55 and a beta of 1.34. The company’s fifty day simple moving average is $445.73 and its 200-day simple moving average is $319.04.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating 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 company had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the prior year, the firm posted $1.70 EPS. The firm’s revenue 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. Analysts predict that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm 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 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 dividend yield of 0.5%. Dell Technologies’s dividend payout ratio is currently 14.63%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Evercore raised its price target and reaffirmed Dell as a top pick, while other analysts maintain bullish ratings. The company’s record AI-server orders, approximately $95 billion backlog and accelerating enterprise infrastructure spending underpin expectations for further upside. Dell rises as Evercore names it a top pick
• Positive Sentiment: Recent quarterly results continue to support the rally. Dell reported $7.04 EPS versus the $4.91 consensus estimate and revenue of $46.97 billion, up 57.7% year over year. AI-server orders totaled a record $60.9 billion, reinforcing expectations for strong growth in data-center infrastructure. Dell Q2 2027 earnings call transcript
• Positive Sentiment: Investors are also watching the Goldman Sachs conference for additional commentary on AI demand, enterprise adoption and the company’s raised outlook. Coverage highlights Dell’s expanding role in “on-premise” AI deployments, broadening its opportunity beyond hyperscale cloud customers. Dell conference presentation transcript
• Neutral Sentiment: Dell plans to raise approximately $4 billion through bonds to refinance debt while funding its AI-server expansion. Refinancing may improve flexibility, but investors will monitor borrowing costs, leverage and returns on the company’s substantial infrastructure investment. Dell plans $4 billion bond sale
• Negative Sentiment: Insider selling is a modest headwind. CMO Jane Tunnell and insider Jennifer Saavedra sold shares, while Silver Lake-affiliated entities sold more than 400,000 shares in several transactions. Although these sales may reflect diversification or planned liquidity needs, they reduce insider ownership as DELL trades near record levels. Dell insider selling
• Negative Sentiment: After a gain exceeding 300% over the past year, valuation and execution risks are rising. The stock’s premium multiple leaves less room for weaker AI-server demand, margin pressure or delays converting its backlog into profitable revenue. Dell valuation and backlog analysis

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Cornerstone Financial Management LLC lifted its holdings in shares of Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares during the period. Triumph Capital Management increased its stake in shares of Dell Technologies by 2.3% during the second quarter. Triumph Capital Management now owns 1,405 shares of the technology company’s stock valued at $606,000 after buying an additional 32 shares during the period. Accel Wealth Management raised its holdings in shares of Dell Technologies by 2.8% in the second quarter. Accel Wealth Management now owns 1,421 shares of the technology company’s stock valued at $613,000 after acquiring an additional 39 shares in the last quarter. West Family Investments Inc. raised its holdings in shares of Dell Technologies by 3.6% in the second quarter. West Family Investments Inc. now owns 1,263 shares of the technology company’s stock valued at $545,000 after acquiring an additional 44 shares in the last quarter. Finally, Ariadne Wealth Management LP lifted its stake in Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after acquiring an additional 49 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Guggenheim upgraded Dell Technologies to a “buy” rating in a report on Monday, June 1st. Mizuho increased their target price on Dell Technologies from $500.00 to $600.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. CLSA upgraded Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a research note on Monday, June 1st. Finally, Loop Capital upped their price target on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. One equities research 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $556.92.

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.