Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 34,869 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 34,869 shares of the firm’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $15,814,486.26. Following the sale, the director directly owned 43,961 shares in the company, valued at approximately $19,938,071.94. This trade represents a 44.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Dell Technologies Trading Down 1.8%

Shares of NYSE:DELL opened at $427.24 on Tuesday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $469.47. The business has a 50 day moving average of $358.44 and a two-hundred day moving average of $221.33. The company has a market capitalization of $276.90 billion, a PE ratio of 33.93, a PEG ratio of 0.93 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s revenue was up 87.5% on a year-over-year basis. During the same quarter last year, the company earned $1.55 EPS. 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. Equities research analysts predict that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

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

Institutional Trading of Dell Technologies

Large investors have recently bought and sold shares of the business. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies in the 4th quarter valued at about $25,000. Rossby Financial LCC grew its position 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 in the last quarter. Navalign LLC purchased a new stake in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC lifted its position in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. TD Cowen increased their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Sanford C. Bernstein lifted their price target on Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Guggenheim raised Dell Technologies to a “buy” rating in a report on Monday, June 1st. Raymond James Financial downgraded Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. Finally, Susquehanna set a $289.00 price objective on Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $492.76.

Dell Technologies News Summary

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

• Positive Sentiment: Several articles highlight Dell’s strong AI infrastructure momentum, with commentary saying the company is “winning the AI infrastructure race” thanks to surging demand for AI-optimized servers. Dell Is Winning the AI Infrastructure Race. Here’s What Comes Next After a 250% YTD Rally.
• Positive Sentiment: Another update said PC shipments fell in Q2, but Dell’s AI infrastructure business continues to exceed expectations, which could help offset weakness in its legacy PC segment. PC Shipments Fell in Q2, but AI Optimism Is Set to Keep Growing and Push DELL Stock Higher
• Positive Sentiment: Analyst coverage also remains constructive, with one note citing Dell’s strong interest coverage and solid growth prospects despite higher borrowing costs. DELL & 3 More Stocks With Strong Interest Coverage to Buy Now
• Neutral Sentiment: Some market commentary focused on Dell’s huge year-to-date run and where the stock could go next, suggesting traders are still debating valuation after a steep rally. Missed DELL’s 248% Run? IGPT Quietly Turned $10K Into $16,600
• Negative Sentiment: Three Dell directors tied to Silver Lake sold large blocks of stock at $453.54 per share, which may raise concerns about insider confidence and helped add to the downside pressure. SEC filing for Silver Lake Partners Iv, L.P. sale
• Negative Sentiment: Another report noted Dell closed lower and underperformed the broader market, reinforcing that investors are taking profits after the recent run-up. Dell Technologies Registers a Bigger Fall Than the Market

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.