Dell Technologies (NYSE:DELL) Stock: Insider Silver Lake Partners De (Aiv Sells 26,539 Shares

Posted by George Bondi on Oct 8th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners De (Aiv sold 26,539 shares of Dell Technologies stock in a transaction that occurred on Tuesday, October 6th. The shares were sold at an average price of $575.43, for a total value of $15,271,336.77. Following the completion of the sale, the director owned 11,567 shares in the company, valued at approximately $6,655,998.81. This trade represents a 69.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Dell Technologies Stock Performance

NYSE:DELL traded down $3.79 during mid-day trading on Thursday, hitting $575.17. 5,129,460 shares of the company’s stock traded hands, compared to its average volume of 8,301,964. The firm’s 50 day simple moving average is $501.03 and its 200 day simple moving average is $376.99. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51. The company has a market cap of $365.70 billion, a PE ratio of 33.38, a price-to-earnings-growth ratio of 0.59 and a beta of 1.37.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same quarter in the previous year, the business posted $1.70 earnings per share. The company’s 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, research analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

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

Analyst Ratings Changes

A number of research firms recently weighed in on DELL. Barclays raised their price target on shares of Dell Technologies from $550.00 to $603.00 and gave the company an “overweight” rating in a report on Wednesday, September 2nd. Bank of America lifted their target price on Dell Technologies from $505.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. JPMorgan Chase & Co. boosted their price target on Dell Technologies from $565.00 to $635.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 2nd. Sanford C. Bernstein upped their target price on Dell Technologies from $500.00 to $650.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. Finally, US Capital Advisors set a $625.00 price target on shares of Dell Technologies in a report on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $571.12.

View Our Latest Research Report on DELL

More Dell Technologies News

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

Positive Sentiment: Analyst optimism remains a key support. Dell recently received an analyst upgrade and a higher price target, following reported AI-server orders of $60.9 billion, quarterly AI-server revenue of $16.4 billion and a backlog of approximately $95 billion. Dell Technologies Shares Climb on Analyst Upgrade
Positive Sentiment: Investor-focused coverage highlights Dell’s expanding AI customer base and backlog, suggesting demand could exceed current Wall Street expectations through 2027. One Overlooked AI Stock That Could Surprise Investors
Positive Sentiment: Dell launched new Windows PCs and workstations for “agentic AI” in collaboration with NVIDIA and Microsoft, expanding its AI opportunity beyond data-center servers. Dell Technologies Drives the Agentic AI Era
Positive Sentiment: Dell’s expanded AI Data Platform adds data orchestration, a unified semantic layer, knowledge-graph capabilities and NVIDIA acceleration, potentially strengthening its enterprise AI positioning. Can Dell Turn Its New AI Data Platform Into a Durable Competitive Advantage?
Neutral Sentiment: Michael Dell’s high-profile support for Trump Accounts and proposed stock donations may increase visibility for Dell, but the initiative has no clear near-term effect on operating results. Michael Dell Defends Trump Accounts Stock Donations
Negative Sentiment: Profit-taking in server stocks, particularly Super Micro Computer, pressured the broader AI-infrastructure trade and contributed to weakness in Dell and Hewlett Packard Enterprise. Profit Taking Unwinds Server Rally
Negative Sentiment: After rising roughly 347% this year and reaching a market capitalization above $360 billion, Dell faces elevated expectations and potential mean-reversion risk despite strong AI fundamentals. Dell Stock Is on a Strong Bull Run

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of DELL. Collective Family Office LLC increased its position in shares of Dell Technologies by 1.5% in the third quarter. Collective Family Office LLC now owns 1,299 shares of the technology company’s stock worth $699,000 after acquiring an additional 19 shares in the last quarter. Cornerstone Financial Management LLC lifted its position in shares of Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after acquiring an additional 23 shares in the last quarter. Noble Wealth Management PBC boosted its position in shares of Dell Technologies by 113.6% in the third quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after buying an additional 25 shares during the period. Retirement Wealth Solutions LLC grew its holdings in shares of Dell Technologies by 41.3% during the third quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock valued at $48,000 after buying an additional 26 shares in the last quarter. Finally, Triumph Capital Management raised its position in Dell Technologies by 2.3% during the second quarter. Triumph Capital Management now owns 1,405 shares of the technology company’s stock valued at $606,000 after buying an additional 32 shares during the period. Institutional investors own 76.37% of the company’s stock.

About Dell Technologies

(Get Free Report)

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.