Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $27,100,095.23 in Stock

Posted by Stanley Muller on Sep 21st, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 46,253 shares of the firm’s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $585.91, for a total value of $27,100,095.23. Following the transaction, the director directly owned 114,714 shares of the company’s stock, valued at approximately $67,212,079.74. This trade represents a 28.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Spv-2 L.P. Sl also recently made the following trade(s):

On Wednesday, September 16th, Spv-2 L.P. Sl sold 46,994 shares of Dell Technologies stock. The stock was sold at an average price of $567.88, for a total value of $26,686,952.72.
On Tuesday, September 15th, Spv-2 L.P. Sl sold 46,990 shares of Dell Technologies stock. The stock was sold at an average price of $552.79, for a total value of $25,975,602.10.
On Monday, September 14th, Spv-2 L.P. Sl sold 24,791 shares of Dell Technologies stock. The shares were sold at an average price of $534.05, for a total value of $13,239,633.55.
On Friday, September 11th, Spv-2 L.P. Sl sold 72,148 shares of Dell Technologies stock. The stock was sold at an average price of $558.74, for a total transaction of $40,311,973.52.
On Wednesday, September 9th, Spv-2 L.P. Sl sold 48,097 shares of Dell Technologies stock. The shares were sold at an average price of $540.39, for a total transaction of $25,991,137.83.
On Tuesday, September 8th, Spv-2 L.P. Sl sold 49,949 shares of Dell Technologies stock. The stock was sold at an average price of $527.07, for a total transaction of $26,326,619.43.
On Friday, September 4th, Spv-2 L.P. Sl sold 49,946 shares of Dell Technologies stock. The stock was sold at an average price of $521.34, for a total transaction of $26,038,847.64.
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 shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04.
On Thursday, July 9th, Spv-2 L.P. Sl sold 59,492 shares of Dell Technologies stock. The shares were sold at an average price of $453.54, for a total value of $26,982,001.68.

Dell Technologies Trading Up 1.3%

DELL traded up $7.14 during trading on Monday, hitting $575.20. 7,594,910 shares of the company’s stock traded hands, compared to its average volume of 8,438,266. The stock has a market capitalization of $372.79 billion, a price-to-earnings ratio of 33.38, a PEG ratio of 0.59 and a beta of 1.34. The company’s 50 day simple moving average is $464.52 and its two-hundred day simple moving average is $339.93. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the prior year, the company posted $1.70 earnings per share. The company’s quarterly revenue was up 57.7% on a year-over-year basis. 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 analysts expect that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. Dell Technologies’s payout ratio is currently 14.63%.

Analysts Set New Price Targets

A number of research firms have commented on DELL. Argus lifted their target price on shares of Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Citic Securities lifted their price objective on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a report on Monday, June 1st. UBS Group reiterated an “outperform” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Guggenheim raised Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Finally, Royal Bank Of Canada began coverage on Dell Technologies in a research note on Thursday, September 10th. They set an “outperform” rating and a $640.00 price target for the company. 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. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $560.72.

View Our Latest Research Report on DELL

Trending Headlines about Dell Technologies

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

Positive Sentiment: Morgan Stanley said Dell is well positioned to benefit from the growth of on-premises AI, supporting the view that enterprises will continue investing in Dell’s servers and infrastructure. Dell Best Positioned to Benefit From On-Premises AI Growth, Morgan Stanley Says
Positive Sentiment: Dell’s AI customer base has surpassed 6,500, while enterprise, sovereign-AI and neocloud demand is contributing to record orders and an approximately $95 billion backlog. These figures reinforce expectations for continued revenue growth despite competition from Super Micro Computer and Hewlett Packard Enterprise. DELL Rides on Growing AI Clientele
Positive Sentiment: Dell introduced the XPS Googlebook, a premium 13-inch laptop powered by Qualcomm’s Snapdragon X Elite and designed for Google’s Gemini Intelligence. The product broadens Dell’s consumer lineup and links its XPS brand to the expanding AI-PC market. Dell Technologies Introduces the XPS Googlebook
Positive Sentiment: Analyst commentary continues to highlight Dell, alongside SMCI and HPE, as a way to participate in rising AI-server spending. Dell’s inclusion in the S&P 100 also improves its visibility among large-cap investors. Buy Top-Ranked DELL, SMCI & HPE
Neutral Sentiment: Although Dell reached a fresh 52-week high, investors are weighing whether further gains are justified by fundamentals. The sharp rally increases sensitivity to valuation, execution and any slowdown in AI infrastructure demand. Dell Hits Fresh High: Is There Still Room to Run?
Negative Sentiment: Two Dell directors sold substantial amounts of stock, totaling roughly $42 million. The transactions may raise concerns about insider confidence, although they do not necessarily indicate a change in the company’s business outlook. Dell Director Sells Stock
Negative Sentiment: A separate valuation-focused report argued that Dell’s strong performance leaves substantial downside risk, highlighting the potential for profit-taking if AI growth expectations or valuation multiples weaken. Dell: This High Flyer Has 67% Downside

Institutional Investors Weigh In On Dell Technologies

Hedge funds and other institutional investors have recently modified their holdings of the stock. Cornerstone Financial Management LLC lifted its position in Dell Technologies by 56.1% during 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 in the last quarter. Premier Financial Group purchased a new stake in Dell Technologies in the second quarter worth about $34,000. Byrne Asset Management LLC bought a new position in shares of Dell Technologies in the second quarter worth about $38,000. Atwood & Palmer Inc. lifted its position in shares of Dell Technologies by 860.0% during the 2nd quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock valued at $41,000 after buying an additional 86 shares in the last quarter. Finally, Comprehensive Financial Planning Inc. PA bought a new position in shares of Dell Technologies during the 2nd quarter valued at approximately $43,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

About Dell Technologies

(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.