Spv-2 L.P. Sl Sells 49,949 Shares of Dell Technologies (NYSE:DELL) Stock

Posted by Francis Steltz on Sep 10th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 49,949 shares of the business’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $527.07, for a total transaction of $26,326,619.43. Following the completion of the transaction, the director directly owned 121,449 shares in the company, valued at $64,012,124.43. This trade represents a 29.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.

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

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 shares were sold at an average price of $517.34, for a total value 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 transaction of $26,982,001.68.
On Wednesday, July 8th, Spv-2 L.P. Sl sold 63,095 shares of Dell Technologies stock. The shares were sold at an average price of $427.15, for a total transaction of $26,951,029.25.
On Monday, July 6th, Spv-2 L.P. Sl sold 63,204 shares of Dell Technologies stock. The stock was sold at an average price of $410.52, for a total value of $25,946,506.08.
On Friday, June 12th, Spv-2 L.P. Sl sold 34,257 shares of Dell Technologies stock. The shares were sold at an average price of $403.12, for a total value of $13,809,681.84.

Dell Technologies Trading Down 5.3%

NYSE:DELL traded down $28.12 during midday trading on Thursday, hitting $507.13. 5,868,151 shares of the company traded hands, compared to its average volume of 8,216,390. The firm’s fifty day moving average is $447.99 and its 200-day moving average is $321.75. The firm has a market capitalization of $328.68 billion, a P/E ratio of 29.43, a P/E/G ratio of 0.55 and a beta of 1.34. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $562.99.

Dell Technologies (NYSE:DELL – Get Free Report) last released its earnings results 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 net margin of 7.53% and a negative return on equity of 578.85%. The firm had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same quarter last year, the business earned $1.70 EPS. The business’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 25.14 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Analysts Set New Price Targets

Several analysts have issued reports on DELL shares. TD Cowen increased their target price on Dell Technologies from $450.00 to $500.00 and gave the company a “hold” rating in a research report on Wednesday, September 2nd. Citigroup upped their price objective on Dell Technologies from $515.00 to $600.00 and gave the stock a “buy” rating in a research note on Wednesday, September 2nd. Fox Advisors raised Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price objective on the stock in a research report on Wednesday, September 2nd. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. Finally, HSBC raised Dell Technologies to a “buy” rating in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $560.24.

Get Our Latest Research Report on DELL

Institutional Investors Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the 4th quarter valued at $25,000. Rossby Financial LCC increased its holdings in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares during the period. Cornerstone Financial Management LLC raised its stake in shares of Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after purchasing an additional 23 shares during the last quarter. Navalign LLC acquired a new position in Dell Technologies in the 4th quarter worth approximately $29,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies during the 4th quarter valued at approximately $29,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Roundup

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

Positive Sentiment: Royal Bank of Canada initiated coverage with an “outperform” rating and a $640 price target, implying substantial upside from recent levels. This adds to a broadly bullish analyst consensus, including recent target increases from Evercore and other firms. Analyst price target coverage
Positive Sentiment: AI demand remains the primary catalyst. Dell reported approximately $60.9 billion in AI-server orders and a roughly $95 billion backlog. Its latest quarter also delivered $7.04 in adjusted EPS versus a $4.91 consensus estimate and $46.97 billion in revenue, up 57.7% year over year. Dell AI server orders and backlog
Positive Sentiment: Management commentary that a structural shortage in AI computing capacity could worsen in 2027 reinforces expectations for sustained server demand. Dell is also benefiting from enterprise customers deploying AI systems on-premises, broadening the opportunity beyond large cloud providers. Dell CEO comments on AI compute shortages
Neutral Sentiment: Dell plans to raise approximately $4 billion through a bond offering to refinance debt while supporting its AI infrastructure expansion. The financing may improve capital flexibility, although investors will watch borrowing costs, leverage and cash-flow conversion. Dell bond sale
Negative Sentiment: AI server stocks are pulling back after a strong two-day advance, with no company-specific disclosure identified. The move suggests short-term profit-taking and caution after Dell’s more than 300% one-year rally. AI server stock pullback
Negative Sentiment: Recent insider selling is another modest headwind. Dell’s CMO and several Silver Lake-affiliated entities sold shares worth millions of dollars, reducing their positions while DELL trades near record highs. These transactions may reflect diversification rather than deteriorating fundamentals, but they can reinforce near-term selling pressure. Dell insider selling

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.