Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 46,323 Shares of Company Stock

Posted by Brian Himes on Oct 9th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 46,323 shares of the company’s stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $575.43, for a total value of $26,655,643.89. Following the completion of the transaction, the director owned 22,254 shares of the company’s stock, valued at approximately $12,805,619.22. This represents a 67.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

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

On Thursday, September 17th, Spv-2 L.P. Sl sold 46,253 shares of Dell Technologies stock. The stock was sold at an average price of $585.91, for a total value of $27,100,095.23.
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 transaction 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 transaction 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 transaction 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 stock was 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 value 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 value 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.

Dell Technologies Trading Down 0.7%

Shares of NYSE DELL opened at $575.17 on Friday. The company has a market capitalization of $365.70 billion, a price-to-earnings ratio of 33.38, a price-to-earnings-growth ratio of 0.60 and a beta of 1.37. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51. The business has a 50 day simple moving average of $504.43 and a 200-day simple moving average of $379.92.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.91 by $2.13. The firm had revenue of $46.97 billion for the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The firm’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same period last year, the business posted $1.70 earnings per share. 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, equities analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Announces Dividend

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

Key Stories Impacting Dell Technologies

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

Positive Sentiment: Dell received a bullish catalyst from an analyst upgrade: Mizuho raised its price target to $650 from $600 while maintaining an Outperform rating. The revision reflects reported AI-server orders of $60.9 billion, $16.4 billion in AI-server revenue and a $95 billion backlog. Why Dell Stock Is Trading Up Today
Positive Sentiment: Dell launched new Windows PCs and workstations designed for “agentic AI” in collaboration with NVIDIA and Microsoft. The products expand Dell’s AI offerings beyond data-center servers and could support demand from developers and creative professionals. Dell Technologies Drives the Agentic AI Era
Positive Sentiment: Coverage continues to highlight Dell’s expanding AI customer base, large backlog and recently enhanced AI Data Platform, including NVIDIA-powered acceleration, data orchestration and enterprise knowledge-graph capabilities. These developments reinforce the long-term AI infrastructure growth narrative. Can Dell Turn Its New AI Data Platform Into a Durable Competitive Advantage?
Neutral Sentiment: CEO Michael Dell’s involvement in Trump Accounts and a pledge to fund accounts for children has increased the company’s visibility, but the initiative is philanthropic and does not directly change Dell’s operating outlook. Michael Dell Defends Trump Accounts
Negative Sentiment: Several Silver Lake-affiliated directors sold a combined roughly 127,000 Dell shares for about $73 million on October 6. Multiple transactions reduced their holdings by approximately 68%–72%, creating a near-term supply and confidence overhang, although one seller retained a substantial position. SEC insider-trading filing
Negative Sentiment: After a steep AI-driven rally, profit-taking across server stocks—including Dell and Hewlett Packard Enterprise—has encouraged investors to question whether the sector’s momentum can continue. Dell’s elevated valuation makes it more vulnerable to consolidation despite strong earnings and guidance. Profit Taking Unwinds Server Rally

Institutional Investors Weigh In On Dell Technologies

Hedge funds have recently bought and sold shares of the business. Bank of America Corp DE boosted its holdings in shares of Dell Technologies by 7.6% during the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Deutsche Bank AG lifted its stake in Dell Technologies by 24.6% in the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after acquiring an additional 1,090,336 shares during the last quarter. Wellington Management Group LLP grew its position 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 acquiring an additional 1,474,347 shares in the last quarter. Epoch Investment Partners Inc. increased its stake in shares of Dell Technologies by 3.5% during the 4th quarter. Epoch Investment Partners Inc. now owns 975,336 shares of the technology company’s stock worth $122,775,000 after purchasing an additional 33,234 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in shares of Dell Technologies by 3.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after purchasing an additional 27,668 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on DELL. Truist Financial upped their price objective on shares of Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a report on Wednesday, September 2nd. Morgan Stanley raised their target price on shares of Dell Technologies from $499.00 to $511.00 and gave the company an “equal weight” rating in a research note on Monday, September 21st. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. Citigroup boosted their target price on Dell Technologies from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Wednesday, September 2nd. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Dell Technologies in a research note on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $571.12.

Get Our Latest Analysis on Dell Technologies

About Dell Technologies

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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.