Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 47,695 Shares

Posted by Geri Gentry on Sep 8th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners De (Aiv sold 47,695 shares of the business’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $24,674,531.30. Following the sale, the director directly owned 37,799 shares in the company, valued at approximately $19,554,934.66. This trade represents a 55.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Dell Technologies Stock Up 1.7%

Shares of Dell Technologies stock traded up $9.13 during midday trading on Tuesday, hitting $533.27. The company’s stock had a trading volume of 6,649,771 shares, compared to its average volume of 8,071,149. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $538.47. The firm has a market capitalization of $345.62 billion, a P/E ratio of 30.95, a PEG ratio of 0.54 and a beta of 1.34. The stock has a 50-day simple moving average of $443.55 and a 200-day simple moving average of $316.11.

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. 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 the consensus estimate of $44.89 billion. During the same period in the prior year, the business earned $1.70 EPS. The business’s revenue for the quarter 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. As a group, sell-side analysts predict that Dell Technologies Inc. will post 25.14 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. Dell Technologies’s payout ratio is presently 14.63%.

More Dell Technologies News

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

Positive Sentiment: Record AI server orders of $60.9 billion helped drive quarterly revenue to $46.97 billion, while earnings of $7.04 per share exceeded the $4.91 consensus estimate. The results reinforce expectations for rapid growth in AI-related infrastructure. Dell Q2 2027 Earnings Call Transcript
Positive Sentiment: Coverage emphasizes that Dell is benefiting from an “on-premise” AI buildout, as enterprises install servers and AI systems internally rather than relying exclusively on public cloud providers. This broadens the potential demand opportunity beyond hyperscale data centers. Dell’s latest reinvention and on-premise AI
Positive Sentiment: Analysts and financial commentators continue to raise Dell’s profile as a leading AI infrastructure investment, citing surging earnings, strong demand and the company’s roughly $95 billion AI backlog. Wall Street optimism has supported the stock’s recent momentum. Wall Street raises Dell targets after earnings
Neutral Sentiment: Dell’s consumer PC business is also expanding with the lower-priced Dell 14S laptop, supported by improving PC demand. However, competition from HP and Apple limits the significance of this opportunity relative to the much larger AI server business. Dell expands consumer PC reach
Negative Sentiment: At roughly $524 per share after a gain of more than 300% over the past year, valuation and execution risk are becoming more important. Investors are questioning how much of the AI backlog will convert into revenue and profitable margins, while the stock’s proximity to its high leaves less room for disappointment. Is Dell Making Money Where You Think It Is?

Institutional Trading of Dell Technologies

Several large investors have recently made changes to their positions in DELL. Brighton Jones LLC increased its holdings in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after acquiring an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Dell Technologies in the 2nd quarter worth approximately $328,000. Marshall Wace LLP bought a new stake in Dell Technologies during the second quarter worth approximately $809,000. Gamco Investors INC. ET AL grew its holdings in Dell Technologies by 30.2% during the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after purchasing an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC raised its position in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after purchasing an additional 34,538 shares during the period. Institutional investors own 76.37% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on DELL shares. Evercore lifted their target price on shares of Dell Technologies from $550.00 to $575.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. HSBC raised Dell Technologies to a “buy” rating in a research report on Friday, May 29th. KeyCorp reaffirmed a “sector weight” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. TD Cowen lifted their price target on Dell Technologies from $450.00 to $500.00 and gave the company a “hold” rating in a report on Wednesday, September 2nd. Finally, Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $553.79.

Read Our Latest Report on DELL

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.