Dell Technologies (NYSE:DELL) Director Sells 26,985 Shares of Stock

Posted by Brenda Bartman on Sep 18th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners De (Aiv sold 26,985 shares of the business’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $567.88, for a total value of $15,324,241.80. Following the completion of the transaction, the director owned 47,746 shares of the company’s stock, valued at $27,113,998.48. This trade represents a 36.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Dell Technologies Trading Down 3.3%

Shares of Dell Technologies stock traded down $19.40 during trading hours on Friday, reaching $569.00. 11,685,056 shares of the company’s stock were exchanged, compared to its average volume of 8,443,088. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $595.51. The company has a fifty day moving average of $461.85 and a 200-day moving average of $337.00. The firm has a market capitalization of $368.77 billion, a price-to-earnings ratio of 33.02, a price-to-earnings-growth ratio of 0.58 and a beta of 1.34.

Dell Technologies (NYSE:DELL – Get Free Report) last released its 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 negative return on equity of 578.85% and a net margin of 7.53%.The firm had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same period in the prior year, the firm posted $1.70 earnings per share. The business’s quarterly 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. On average, equities research analysts anticipate that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed 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 0.4%. Dell Technologies’s dividend payout ratio is currently 14.63%.

More Dell Technologies News

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

Positive Sentiment: Dell completed a recent share-repurchase tranche that retired approximately 9.5 million shares. The reduced share count may support earnings per share and provides a favorable signal about capital allocation, although the buyback’s benefit is being assessed against the stock’s sharp rise. Dell buyback and valuation
Positive Sentiment: The core bullish catalyst remains Dell’s AI infrastructure opportunity. Recent coverage cites record AI-server revenue, a large backlog and expectations that server revenue could double, while the addition of Axelera AI’s 45-watt inference option broadens Dell’s product lineup. The company’s latest reported quarter also showed revenue growth of 57.7% year over year and earnings well above consensus. Dell AI-server backlog
Neutral Sentiment: Investor attention is unusually high, with Dell recently reaching record levels and scheduled to join the S&P 100. Index-related demand could provide support, but the stock now trades above the consensus analyst target of about $560, increasing sensitivity to profit-taking and any signs of slower AI demand. Dell valuation and analyst targets
Negative Sentiment: Silver Lake-affiliated directors disclosed multiple sales of Dell stock on September 15 totaling more than $70 million, after additional sales earlier in the week. Some entities sharply reduced their positions. Although significant holdings remain, the transactions create a supply overhang and may be interpreted as profit-taking after DELL’s exceptional advance. Dell insider sales filing

Institutional Investors Weigh In On Dell Technologies

Several institutional investors have recently bought and sold shares of DELL. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies during the 4th quarter worth $25,000. Cornerstone Financial Management LLC raised its position 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 purchasing an additional 23 shares during the period. Portus Wealth Advisors LLC acquired a new position in shares of Dell Technologies during the first quarter worth about $35,000. Byrne Asset Management LLC acquired a new position in shares of Dell Technologies during the second quarter worth about $38,000. Finally, Smithfield Trust Co boosted its position in shares of Dell Technologies by 92.9% in the fourth quarter. Smithfield Trust Co now owns 328 shares of the technology company’s stock worth $41,000 after buying an additional 158 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on DELL. Sanford C. Bernstein boosted their target price on shares of Dell Technologies from $500.00 to $650.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. The Goldman Sachs Group lifted their price target on shares of Dell Technologies from $510.00 to $570.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. William Blair initiated coverage on shares of Dell Technologies in a research note on Monday, June 1st. They set a “neutral” rating for the company. Truist Financial upped their price objective on Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a report on Wednesday, September 2nd. Finally, KeyCorp reiterated a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. 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 stock. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $560.24.

Get Our Latest Research Report on Dell Technologies

Dell Technologies Company Profile

(Get Free Report)

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.