Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 48,654 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 48,654 shares of the company’s stock in a transaction on Friday, October 9th. The stock was sold at an average price of $582.30, for a total transaction of $28,331,224.20. Following the completion of the transaction, the director directly owned 38,747 shares in the company, valued at $22,562,378.10. This trade represents a 55.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website.

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

• On Friday, October 9th, Silver Lake Partners Iv, L.P. sold 1,800 shares of Dell Technologies stock. The shares were sold at an average price of $586.40, for a total value of $1,055,520.00.
• On Tuesday, October 6th, Silver Lake Partners Iv, L.P. sold 50,636 shares of Dell Technologies stock. The stock was sold at an average price of $575.43, for a total value of $29,137,473.48.
• On Tuesday, October 6th, Silver Lake Partners Iv, L.P. sold 3,600 shares of Dell Technologies stock. The stock was sold at an average price of $572.50, for a total value of $2,061,000.00.
• On Monday, September 21st, Silver Lake Partners Iv, L.P. sold 7,994 shares of Dell Technologies stock. The stock was sold at an average price of $569.77, for a total value of $4,554,741.38.
• On Thursday, September 17th, Silver Lake Partners Iv, L.P. sold 50,688 shares of Dell Technologies stock. The shares were sold at an average price of $585.91, for a total value of $29,698,606.08.
• On Thursday, September 17th, Silver Lake Partners Iv, L.P. sold 1,800 shares of Dell Technologies stock. The shares were sold at an average price of $582.01, for a total value of $1,047,618.00.
• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 51,494 shares of Dell Technologies stock. The shares were sold at an average price of $567.88, for a total value of $29,242,412.72.
• On Wednesday, September 16th, Silver Lake Partners Iv, L.P. sold 5,300 shares of Dell Technologies stock. The stock was sold at an average price of $567.99, for a total value of $3,010,347.00.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 50,728 shares of Dell Technologies stock. The shares were sold at an average price of $552.61, for a total transaction of $28,032,800.08.
• On Tuesday, September 15th, Silver Lake Partners Iv, L.P. sold 766 shares of Dell Technologies stock. The shares were sold at an average price of $564.46, for a total transaction of $432,376.36.

Dell Technologies Trading Down 11.6%

NYSE DELL traded down $66.26 during trading on Wednesday, reaching $506.21. The company’s stock had a trading volume of 11,622,385 shares, compared to its average volume of 8,275,434. The stock has a market capitalization of $321.85 billion, a PE ratio of 29.38, a PEG ratio of 0.60 and a beta of 1.37. The business has a 50-day moving average price of $513.10 and a 200-day moving average price of $388.45. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $595.51.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping the consensus estimate of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same period in the previous year, the firm 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. As a group, analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of DELL. Bank of America Corp DE grew its position in shares of Dell Technologies by 7.6% in the first 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. 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 worth $1,090,294,000 after purchasing an additional 1,474,347 shares during the period. Dimensional Fund Advisors LP lifted its position in shares of Dell Technologies by 3.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after purchasing an additional 27,668 shares during the last quarter. Swiss National Bank lifted its position in shares of Dell Technologies by 4.7% during the 1st quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after purchasing an additional 41,700 shares during the last quarter. Finally, Amundi boosted its stake in Dell Technologies by 5.8% during the 1st quarter. Amundi now owns 845,709 shares of the technology company’s stock valued at $138,806,000 after purchasing an additional 46,240 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DELL has been the subject of a number of analyst reports. Royal Bank Of Canada initiated coverage on Dell Technologies in a research report on Thursday, September 10th. They issued an “outperform” rating and a $640.00 price target for the company. The Goldman Sachs Group reissued a “buy” rating on shares of Dell Technologies in a report on Friday, October 9th. Wells Fargo & Company increased their price objective on Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a report on Friday, August 14th. UBS Group reissued an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Finally, Truist Financial boosted their target price on Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a report on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $569.96.

Dell Technologies News Roundup

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.

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.