Dell Technologies (NYSE:DELL) Director Sells $27,100,095.23 in Stock

24 Sep 2026, 08:08 by Mitch Edgeman · The Markets Daily

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 46,253 shares of the stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $585.91, for a total value of $27,100,095.23. Following the transaction, the director directly owned 114,714 shares in the company, valued at $67,212,079.74. The trade was a 28.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

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

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 value of $26,686,952.72.
On Tuesday, September 15th, Spv-2 L.P. Sl sold 46,990 shares of Dell Technologies stock. The shares were sold at an average price of $552.79, for a total value 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 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 shares were 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 shares were 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 transaction 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 transaction 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 stock was sold at an average price of $453.54, for a total value of $26,982,001.68.

Dell Technologies Stock Performance

NYSE DELL opened at $548.89 on Thursday. The business’s fifty day moving average is $472.07 and its 200 day moving average is $348.63. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $595.51. The company has a market capitalization of $348.99 billion, a PE ratio of 31.86, a price-to-earnings-growth ratio of 0.57 and a beta of 1.34.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 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 the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same quarter last year, the company earned $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. On average, sell-side analysts forecast that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Dividend Announcement

The company 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 $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

More Dell Technologies News

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

Positive Sentiment: AI remains Dell’s strongest catalyst. Analysts point to a growing AI customer base, record orders and an estimated backlog of roughly $95 billion, supporting expectations that Dell will benefit from continued data-center and on-premises AI spending. Wall Street stock upgrades
Positive Sentiment: Dell’s new $999 XPS Googlebook, featuring Qualcomm’s Snapdragon X Elite processor and Google Gemini integration, expands its premium AI-focused product lineup. The launch could improve consumer positioning, although shipment and margin expectations were not provided. Dell Googlebook launch
Neutral Sentiment: Dell’s latest results were strong, with quarterly EPS of $7.04 versus a $4.91 estimate and revenue growth of 57.7%. However, the stock’s sharp advance has already priced in substantial AI success, raising the bar for future earnings and margins.
Negative Sentiment: UBS reversed its 2027 PC forecast from growth to a decline. The downgrade hurt Dell more than HP because Dell’s shares had stronger performance and higher expectations priced in, increasing concern about PC demand and potential earnings pressure. UBS PC outlook
Negative Sentiment: Multiple insiders sold shares, including CFO David Kennedy, General Counsel Richard Rothberg and Silver Lake-affiliated director holdings. The sales may reinforce profit-taking concerns after Dell’s rally, even though insiders retain sizable positions. Dell insider selling
Negative Sentiment: Morgan Stanley raised its price target to $511 from $499 but kept an Equalweight rating; the target remains below recent trading levels, suggesting limited near-term upside at the current valuation.

Institutional Trading of Dell Technologies

Several hedge funds have recently modified their holdings of DELL. Bank of America Corp DE lifted its position in 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 valued at $2,362,624,000 after purchasing an additional 1,011,101 shares during the last quarter. Wellington Management Group LLP raised its position in shares of Dell Technologies by 140.1% during the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after buying an additional 1,474,347 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after acquiring an additional 108,011 shares during the last quarter. Deutsche Bank AG grew its position 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 worth $694,489,000 after acquiring an additional 1,090,336 shares in the last quarter. Finally, Norges Bank purchased a new position in Dell Technologies in the fourth quarter worth about $607,349,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on DELL shares. Mizuho lifted their target price on shares of Dell Technologies from $500.00 to $600.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Daiwa Securities Group raised their price target on Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Bank of America upped their price objective on Dell Technologies from $505.00 to $600.00 and gave the stock a “buy” rating in a research note 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 report on Wednesday, September 2nd. Finally, Wells Fargo & Company upped their price target on Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $560.72.

Read Our Latest Analysis on Dell Technologies

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.