Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 46,994 Shares

Posted by on Sep 19th, 2026

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 46,994 shares of the stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $567.88, for a total transaction of $26,686,952.72. Following the sale, the director directly owned 92,330 shares of the company’s stock, valued at $52,432,360.40. The trade was a 33.73% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

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

  • 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 value of $13,239,633.55.
  • On Friday, September 11th, Spv-2 L.P. Sl sold 72,148 shares of Dell Technologies stock. The shares were sold at an average price of $558.74, for a total value 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 value 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 value of $26,326,619.43.
  • On Friday, September 4th, Spv-2 L.P. Sl sold 49,946 shares of Dell Technologies stock. The shares were 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.
  • 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.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $569.00 on Friday. The company’s fifty day moving average price is $464.52 and its 200 day moving average price is $338.62. The company has a market capitalization of $368.77 billion, a PE ratio of 33.02, a price-to-earnings-growth ratio of 0.61 and a beta of 1.34. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $595.51.

Dell Technologies (NYSE:DELL – Get Free Report) last posted 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 business had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same period in the prior year, the company posted $1.70 EPS. The company’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. On average, equities analysts expect that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

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 issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Dell Technologies News Summary

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

  • Positive Sentiment: AI server demand remains the main bullish catalyst. Recent coverage points to a rapidly expanding AI backlog, record AI-optimized server revenue, and expectations that server revenue could double. Dell’s collaboration with Axelera AI also adds a lower-power, 45-watt inference option to its server lineup, broadening its addressable market, although no specific orders or revenue were announced. Dell AI server backlog article
  • Positive Sentiment: Share repurchases and index inclusion provide additional support. Dell recently completed a buyback tranche that retired approximately 9.5 million shares, potentially improving per-share earnings. The company is also expected to join the S&P 100 before the open on September 21, which could create incremental demand from index-tracking funds. Dell buyback article
  • Neutral Sentiment: Valuation has become a key investor concern. Dell has rallied dramatically on AI expectations and now trades well above the average analyst price target, increasing the risk of a pullback if backlog growth, margins, or future guidance disappoint. The latest quarterly results were strong, with revenue up 57.7% year over year and earnings substantially above consensus estimates.
  • Negative Sentiment: Silver Lake-affiliated directors continue to sell substantial amounts of stock. Multiple transactions on September 15 and 16 totaled more than $100 million, with several positions reduced by roughly one-third or more. Although the affiliated entities retain significant holdings, the repeated sales may signal profit-taking and create a near-term supply overhang. Dell insider sales filing

Institutional Trading of Dell Technologies

Several large investors have recently bought and sold shares of DELL. Wellington Altus USA Inc. boosted its stake in Dell Technologies by 38.4% during the second quarter. Wellington Altus USA Inc. now owns 1,475 shares of the technology company’s stock worth $636,000 after buying an additional 409 shares during the last quarter. Revere Asset Management Inc acquired a new stake in shares of Dell Technologies in the 2nd quarter worth $5,524,000. Sequoia Financial Advisors LLC increased its stake in shares of Dell Technologies by 4.5% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 50,146 shares of the technology company’s stock worth $21,636,000 after acquiring an additional 2,176 shares during the last quarter. MCF Advisors LLC raised its holdings in shares of Dell Technologies by 4.4% during the 2nd quarter. MCF Advisors LLC now owns 2,377 shares of the technology company’s stock worth $1,026,000 after acquiring an additional 100 shares during the period. Finally, Archford Capital Strategies LLC purchased a new stake in shares of Dell Technologies in the second quarter valued at about $1,214,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on DELL. Fox Advisors upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 target price on the stock in a research report on Wednesday, September 2nd. Sanford C. Bernstein boosted their price target on shares of Dell Technologies from $500.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Loop Capital upped their price objective on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Susquehanna set a $289.00 price objective on shares of Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. Finally, Cantor Fitzgerald began coverage on shares of Dell Technologies in a research report on Wednesday, September 2nd. They issued an “overweight” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $560.24.

Check Out Our Latest Report on Dell Technologies

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.

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