Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $13,809,681.84 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 34,257 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $13,809,681.84. Following the completion of the transaction, the director owned 91,809 shares in the company, valued at approximately $37,010,044.08. This represents a 27.17% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

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

• On Thursday, June 11th, Spv-2 L.P. Sl sold 54,093 shares of Dell Technologies stock. The shares were sold at an average price of $380.25, for a total transaction of $20,568,863.25.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 62,084 shares of Dell Technologies stock. The shares were sold at an average price of $380.47, for a total transaction of $23,621,099.48.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 40,686 shares of Dell Technologies stock. The stock was sold at an average price of $394.99, for a total transaction of $16,070,563.14.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 25,436 shares of Dell Technologies stock. The stock was sold at an average price of $390.31, for a total transaction of $9,927,925.16.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 5,025 shares of Dell Technologies stock. The shares were sold at an average price of $404.68, for a total transaction of $2,033,517.00.
• On Monday, June 8th, Spv-2 L.P. Sl sold 131,040 shares of Dell Technologies stock. The shares were sold at an average price of $398.13, for a total transaction of $52,170,955.20.
• On Friday, June 5th, Spv-2 L.P. Sl sold 84,583 shares of Dell Technologies stock. The stock was sold at an average price of $403.00, for a total transaction of $34,086,949.00.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 72,728 shares of Dell Technologies stock. The shares were sold at an average price of $414.43, for a total transaction of $30,140,665.04.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 83,742 shares of Dell Technologies stock. The shares were sold at an average price of $424.55, for a total value of $35,552,666.10.
• On Wednesday, June 3rd, Spv-2 L.P. Sl sold 78,236 shares of Dell Technologies stock. The stock was sold at an average price of $422.98, for a total value of $33,092,263.28.

Dell Technologies Stock Down 2.2%

Shares of Dell Technologies stock opened at $410.00 on Friday. The business has a fifty day simple moving average of $283.50 and a 200 day simple moving average of $187.06. The stock has a market cap of $264.76 billion, a PE ratio of 32.57, a price-to-earnings-growth ratio of 0.90 and a beta of 1.30. Dell Technologies Inc. has a 12 month low of $110.22 and a 12 month high of $469.47.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the prior year, the firm posted $1.55 earnings per share. The company’s quarterly revenue was up 87.5% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued a $0.63 dividend. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 annualized dividend and a yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Analyst Ratings Changes

DELL has been the subject of several research analyst reports. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Melius Research set a $565.00 price objective on Dell Technologies in a research note on Friday, May 29th. Mizuho boosted their target price on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Guggenheim upgraded Dell Technologies to a “buy” rating in a report on Monday, June 1st. Finally, Citic Securities raised their price target on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Institutional Investors Weigh In On Dell Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Dell Technologies by 42.7% in 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 in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Dell Technologies during the 2nd quarter worth approximately $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies in the second quarter valued at approximately $809,000. Gamco Investors INC. ET AL lifted its position in shares of Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after purchasing an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after purchasing an additional 34,538 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell is still benefiting from bullish AI server coverage, with multiple reports citing surging AI server revenue, a growing AI backlog, and strong enterprise data-center demand that could support future growth. Dell’s Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand
• Positive Sentiment: The company also won a large government-related contract tied to Microsoft and the U.S. Air Force, reinforcing Dell’s momentum in enterprise and public-sector infrastructure. Dell Wins $1.44B Microsoft License Deal
• Positive Sentiment: Recent commentary remained constructive on the stock, with analysts and market writers pointing to continued upside from AI demand and strong forecast revisions. Dell Stock Looks Cheap Here With Higher Analyst Forecasts – Short Put Plays Are Attractive
• Positive Sentiment: Coverage also noted Dell’s broader momentum in the computer hardware industry, with strong enterprise device demand helping support the bull case. 2 Stocks to Watch Right Now From the Prospering Computer Industry
• Neutral Sentiment: Dell declared a quarterly dividend of $0.63 per share, which supports shareholder returns but is not a major short-term growth driver. Dell Technologies Declares Quarterly Cash Dividend
• Negative Sentiment: Several recent insider sales, including transactions by senior executives and Silver Lake-related directors, may be pressuring sentiment and raising caution about the stock’s near-term valuation. Dell Technologies insider trades
• Negative Sentiment: Some traders also flagged Dell as potentially overbought after its sharp rally, which could make the shares vulnerable to a pullback despite the favorable AI narrative. What’s Going On With Dell Technologies Stock Thursday?

About Dell Technologies

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.