Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 25,494 Shares of Company Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 25,494 shares of the company’s stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $582.30, for a total transaction of $14,845,156.20. Following the transaction, the director owned 22,686 shares in the company, valued at $13,210,057.80. This represents a 52.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Dell Technologies Stock Down 11.6%

Shares of DELL stock opened at $506.21 on Thursday. The company has a 50 day moving average price of $513.95 and a 200-day moving average price of $390.78. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The firm has a market capitalization of $321.85 billion, a PE ratio of 29.38, a P/E/G ratio of 0.59 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating the consensus estimate of $4.91 by $2.13. The firm had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The firm’s quarterly revenue was up 57.7% on a year-over-year basis. During the same period in the previous year, the company earned $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. Analysts anticipate that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business 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 $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is 14.63%.

Institutional Trading of Dell Technologies

Several large investors have recently added to or reduced their stakes in the business. Collective Family Office LLC raised its position in shares of Dell Technologies by 1.5% during the 3rd quarter. Collective Family Office LLC now owns 1,299 shares of the technology company’s stock valued at $699,000 after purchasing an additional 19 shares during the period. Cornerstone Financial Management LLC lifted its stake in shares of Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after buying an additional 23 shares in the last quarter. Noble Wealth Management PBC lifted its stake in shares of Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after buying an additional 25 shares in the last quarter. Retirement Wealth Solutions LLC boosted its holdings in Dell Technologies by 41.3% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock worth $48,000 after buying an additional 26 shares during the period. Finally, Bill Few Associates Inc. boosted its holdings in Dell Technologies by 4.5% in the 3rd quarter. Bill Few Associates Inc. now owns 690 shares of the technology company’s stock worth $371,000 after buying an additional 30 shares during the period. 76.37% of the stock is currently owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Dell’s AI infrastructure opportunity remains substantial. CEO Michael Dell said strong AI demand could keep memory and chip supplies constrained through 2029 or 2030, supporting long-term demand for Dell’s servers and related systems. Michael Dell Warns Memory Shortage Could Be a Four-Year Problem
• Positive Sentiment: Dell and Honeywell launched Forge Cognition, an AI platform for buildings and industrial operations that uses Dell infrastructure and NVIDIA technology. The partnership provides another potential enterprise-AI channel beyond hyperscale data centers. Honeywell Launches Forge Cognition AI Platform With Nvidia and Dell Technologies
• Neutral Sentiment: Silver Lake-related entities disclosed several October 9 sales of Dell shares totaling roughly $70 million. Although the transactions reduced some positions materially, the filings show the entities continued to hold significant stakes; the sales may reflect portfolio management rather than a fundamental change in Dell’s outlook. SEC ownership filing
• Negative Sentiment: Barclays downgraded Dell, Hewlett Packard Enterprise and NetApp to Equal Weight from Overweight, arguing that valuations had risen too far and that there was not yet a meaningful enterprise-AI growth inflection. Barclays also lowered its Dell price target to $574, pressuring the stock after its substantial rally. Dell stock plunges after Barclays downgrade
• Negative Sentiment: Investors are questioning whether Dell’s AI-server backlog reflects durable end demand or is being inflated by high memory and component prices. The shift toward AI-optimized systems may also weigh on margins, increasing the risk that revenue growth will not translate proportionally into earnings. Why Dell’s stock was one of the S&P 500’s biggest laggards
• Negative Sentiment: A hotter inflation report weighed on high-growth technology stocks by raising the prospect of tighter Federal Reserve policy. That macro pressure intensified the sector-wide retreat in AI-related shares, including Dell. AI stocks drop after hot inflation report

Analysts Set New Price Targets

DELL has been the topic of several research analyst reports. Susquehanna reissued a “positive” rating on shares of Dell Technologies in a report on Tuesday, September 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Dell Technologies in a report on Wednesday, August 12th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Dell Technologies in a report on Friday, October 9th. Royal Bank Of Canada assumed coverage on Dell Technologies in a research report on Thursday, September 10th. They set an “outperform” rating and a $640.00 price objective for the company. Finally, Daiwa Securities Group increased their target price on Dell Technologies from $465.00 to $625.00 and gave the company an “outperform” rating in a report on Friday, September 18th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $569.96.

About Dell Technologies

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.