Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 49,946 shares of Dell Technologies stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $521.34, for a total transaction of $26,038,847.64. Following the sale, the director owned 97,315 shares in the company, valued at approximately $50,734,202.10. The trade was a 33.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
Spv-2 L.P. Sl also recently made the following trade(s):
- On Thursday, September 3rd, Spv-2 L.P. Sl sold 68,525 shares of Dell Technologies stock. The shares were sold at an average price of $507.61, for a total transaction of $34,783,975.25.
- On Thursday, September 3rd, Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock. The stock was sold at an average price of $517.34, for a total value of $42,942,324.04.
- On Thursday, July 9th, Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock. The stock was sold at an average price of $453.54, for a total value of $26,982,001.68.
- On Wednesday, July 8th, Spv-2 L.P. Sl sold 63,095 shares of Dell Technologies stock. The shares were sold at an average price of $427.15, for a total value of $26,951,029.25.
- On Monday, July 6th, Spv-2 L.P. Sl sold 63,204 shares of Dell Technologies stock. The stock was sold at an average price of $410.52, for a total transaction of $25,946,506.08.
- On Friday, June 12th, Spv-2 L.P. Sl sold 34,257 shares of Dell Technologies stock. The stock was sold at an average price of $403.12, for a total value of $13,809,681.84.
- On Thursday, June 11th, Spv-2 L.P. Sl sold 54,093 shares of Dell Technologies stock. The shares were sold at an average price of $380.25, for a total value of $20,568,863.25.
Dell Technologies Trading Up 0.2%
Shares of DELL opened at $535.20 on Thursday. 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. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $562.99. The company’s fifty day simple moving average is $445.73 and its 200-day simple moving average is $319.04.
Dell Technologies Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be paid a $0.63 dividend. 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 (DPR) is currently 14.63%.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of DELL. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the 4th quarter valued at about $25,000. Rossby Financial LCC increased its position in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares in the last quarter. Cornerstone Financial Management LLC lifted its stake in 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 buying an additional 23 shares during the last quarter. Navalign LLC purchased a new stake in Dell Technologies in the 4th quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies in the fourth quarter valued at about $29,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.
Dell Technologies News Summary
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
Wall Street Analysts Forecast Growth
Several analysts recently weighed in on DELL shares. Susquehanna set a $289.00 price objective on Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. Cantor Fitzgerald initiated coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating on the stock. Evercore reaffirmed an “outperform” rating and set a $650.00 price target on shares of Dell Technologies in a research report on Wednesday. Wells Fargo & Company boosted their target price 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. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Dell Technologies in a research report on Wednesday, August 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $556.92.
Get Our Latest Analysis on Dell Technologies
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.
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