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

Posted by Brenda Bartman on Sep 16th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners De (Aiv sold 14,242 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The shares were 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. This represents a 37.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Dell Technologies Price Performance

Dell Technologies stock traded up $19.80 during midday trading on Wednesday, reaching $563.31. The stock had a trading volume of 12,936,590 shares, compared to its average volume of 8,418,713. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $576.75. The firm has a market cap of $365.09 billion, a price-to-earnings ratio of 32.69, a PEG ratio of 0.55 and a beta of 1.34. The firm’s fifty day simple moving average is $456.43 and its two-hundred day simple moving average is $330.78.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.91 by $2.13. The company had revenue of $46.97 billion for 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 was up 57.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.70 EPS. 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, sell-side analysts predict that Dell Technologies Inc. will post 25.14 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors 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 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is presently 14.63%.

Trending Headlines about 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, forecasting it could reach $1.5 trillion by 2030, driven largely by artificial intelligence infrastructure. The estimate strengthens the long-term market opportunity for Dell’s servers, networking, and storage products. Why Dell Technologies stock is gaining
Positive Sentiment: Investors continue to highlight Dell’s substantial AI-server backlog and Nvidia-related infrastructure demand. Dell recently reported record AI-optimized server revenue of $16.4 billion and raised its full-year AI-server revenue target to $74 billion, supporting expectations for future growth. Dell’s AI server backlog
Positive Sentiment: Dell’s recent quarterly results remain a key fundamental catalyst: revenue rose 57.7% year over year to approximately $47 billion, while earnings exceeded consensus estimates. Management has also emphasized accelerating infrastructure demand and potentially tight supply conditions into next year.
Positive Sentiment: Axelera AI is collaborating with Dell on the Europa AI Processing Unit architecture, adding another inference-computing option for Dell data-center customers and supporting the company’s broader AI hardware ecosystem. Dell and Axelera AI collaboration
Positive Sentiment: Dell is scheduled to join the S&P 100 before the market opens on September 21. The addition could generate incremental buying from index-tracking funds. Bullish analyst views, including RBC’s $640 price target, have added to investor confidence.
Neutral Sentiment: Dell completed a $5 billion senior-notes offering. The proceeds should provide liquidity and help refinance debt, though the financing highlights the capital requirements associated with expanding AI infrastructure. Dell senior-notes offering
Negative Sentiment: Silver Lake-affiliated entities and Dell directors have disclosed sizable stock sales after the sharp rally. The transactions create a potential supply overhang and may encourage profit-taking, even though some affiliated holders retain significant positions.
Negative Sentiment: At the current valuation, investors are pricing in substantial AI-driven growth. Any slowdown in customer capital spending, easing supply constraints, or failure to convert the backlog into revenue could increase volatility.

Institutional Trading of Dell Technologies

A number of institutional investors have recently added to or reduced their stakes in the business. Bank of America Corp DE raised its holdings in shares of 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 valued at $2,362,624,000 after purchasing an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP boosted its holdings in 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 in the last quarter. Geode Capital Management LLC increased its position in 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 buying an additional 108,011 shares during the last quarter. Deutsche Bank AG raised its holdings in Dell Technologies by 24.6% during the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after buying an additional 1,090,336 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Dell Technologies in the fourth quarter worth about $607,349,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have weighed in on DELL. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Barclays raised their price target on shares of Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a report on Wednesday, September 2nd. Evercore reaffirmed an “outperform” rating and set a $650.00 price objective on shares of Dell Technologies in a research report on Wednesday, September 9th. Citic Securities upped their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Finally, Royal Bank Of Canada assumed coverage on shares of Dell Technologies in a research report on Thursday, September 10th. They issued an “outperform” rating and a $640.00 target price for the company. One 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 stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $560.24.

Check Out Our Latest Research Report on Dell Technologies

Dell Technologies Company Profile

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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.