Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 83,006 Shares

08 Sep 2026, 23:08 by Scott Moore · The Cerbat Gem

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $42,942,324.04. Following the transaction, the director owned 73,185 shares in the company, valued at $37,861,527.90. This represents a 53.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

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

On Thursday, September 3rd, Spv-2 L.P. Sl sold 68,525 shares of Dell Technologies stock. The stock was sold at an average price of $507.61, for a total value of $34,783,975.25.
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.
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 value 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 transaction of $25,946,506.08.
On Friday, June 12th, Spv-2 L.P. Sl sold 34,257 shares of Dell Technologies stock. The stock was sold at an average price of $403.12, for a total transaction of $13,809,681.84.
On Thursday, June 11th, Spv-2 L.P. Sl sold 54,093 shares of Dell Technologies stock. The stock was 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 shares were sold at an average price of $394.99, for a total transaction of $16,070,563.14.

Dell Technologies Stock Performance

Shares of NYSE:DELL traded up $9.13 during midday trading on Tuesday, hitting $533.27. 6,649,771 shares of the stock were exchanged, compared to its average volume of 8,071,149. The company has a market capitalization of $345.62 billion, a PE ratio of 30.95, a P/E/G ratio of 0.54 and a beta of 1.34. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $538.47. The business’s fifty day simple moving average is $443.55 and its two-hundred day simple moving average is $316.11.

Dell Technologies (NYSE:DELL – Get Free Report) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate of $4.91 by $2.13. The company had revenue of $46.97 billion for the quarter, compared to analyst estimates 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 was up 57.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.70 EPS. 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. As a group, equities analysts anticipate that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

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

Trending Headlines about Dell Technologies

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

Positive Sentiment: Record AI server orders of $60.9 billion helped drive quarterly revenue to $46.97 billion, while earnings of $7.04 per share exceeded the $4.91 consensus estimate. The results reinforce expectations for rapid growth in AI-related infrastructure. Dell Q2 2027 Earnings Call Transcript
Positive Sentiment: Coverage emphasizes that Dell is benefiting from an “on-premise” AI buildout, as enterprises install servers and AI systems internally rather than relying exclusively on public cloud providers. This broadens the potential demand opportunity beyond hyperscale data centers. Dell’s latest reinvention and on-premise AI
Positive Sentiment: Analysts and financial commentators continue to raise Dell’s profile as a leading AI infrastructure investment, citing surging earnings, strong demand and the company’s roughly $95 billion AI backlog. Wall Street optimism has supported the stock’s recent momentum. Wall Street raises Dell targets after earnings
Neutral Sentiment: Dell’s consumer PC business is also expanding with the lower-priced Dell 14S laptop, supported by improving PC demand. However, competition from HP and Apple limits the significance of this opportunity relative to the much larger AI server business. Dell expands consumer PC reach
Negative Sentiment: At roughly $524 per share after a gain of more than 300% over the past year, valuation and execution risk are becoming more important. Investors are questioning how much of the AI backlog will convert into revenue and profitable margins, while the stock’s proximity to its high leaves less room for disappointment. Is Dell Making Money Where You Think It Is?

Wall Street Analyst Weigh In

DELL has been the topic of a number of recent research reports. JPMorgan Chase & Co. raised their price target on shares of Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a report on Wednesday, September 2nd. Wells Fargo & Company increased their target price on shares of Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research report on Friday, August 14th. The Goldman Sachs Group raised their target price on Dell Technologies from $510.00 to $570.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Royal Bank Of Canada began coverage on Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating for the company. Finally, Argus increased their price objective on Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 29th. One 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 stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $553.79.

Read Our Latest Stock Analysis on Dell Technologies

Institutional Trading of Dell Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies during the fourth quarter worth approximately $25,000. Rossby Financial LCC grew its stake 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 worth $26,000 after acquiring an additional 184 shares during the last quarter. Cornerstone Financial Management LLC increased its position in Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after acquiring an additional 23 shares during the period. Navalign LLC acquired a new position in Dell Technologies during the 4th quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in Dell Technologies in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

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.