Dell Technologies (DELL) Director L.P. Sells $29M of Stock
Silver Lake Partners sold 50,454 shares of Dell Technologies for about $29.39 million on October 9, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Silver Lake Partners IV, L.P., Director at Dell Technologies Inc. ($DELL), sold 50,454 shares at an average price of $582.45, worth about $29.39 million, on October 9, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $DELL is down 22.9% after 1 week and down 22.9% to date (from the $586.06 close on Oct 9, 2026).
DELL
Dell Technologies Inc.
Key Points
- On October 9, 2026, Silver Lake Partners IV, L.P. sold 50,454 shares of Dell Technologies Inc. at a price of $582.45 per share, totaling approximately $29.39 million.
- Recently, Dell Technologies traded around $455.95, which is about 11.1% below its 50-day moving average of $512.76.
- Dell Technologies has a forward P/E ratio of 15.8 and is expected to report earnings on November 27, 2026.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Dell Technologies Inc. alert may contain errors. Disclosures
Silver Lake Partners IV, L.P. sold 50,454 shares of Dell Technologies Inc. (NYSE: DELL) on October 9, 2026, at a price of $582.45 per share. This transaction is valued at approximately $29.39 million.
Inside Silver Lake Partners' Trade
The firm, acting as a Director, completed this sale without a planned transaction. This move reflects a notable size in relation to typical insider activity at Dell Technologies.
Other Institutional Activity in Dell Technologies
Several other institutional investors have adjusted their positions in Dell Technologies recently. Blackrock Inc. reduced its holdings by 655,875 shares, bringing its total to 24,094,119 shares worth about $10.88 billion. Vanguard Capital Management LLC also trimmed its stake by 423,735 shares, ending with 19,013,637 shares valued at approximately $8.59 billion. State Street Corporation decreased its holdings by 576,503 shares, now holding 13,764,359 shares worth about $6.22 billion. Meanwhile, Bank of America Corporation cut its position by 3,552,632 shares, resulting in 10,842,148 shares valued at around $4.90 billion. In contrast, JPMorgan Chase & Co. increased its stake by 7,355,744 shares, totaling 10,437,458 shares worth about $4.71 billion.
Dell Technologies Inc. Stock Down 10.2%
As of October 16, 2026, Dell Technologies traded around $455.95, which is below its 50-day moving average of $512.76 by about 11.1%. The stock is also 23.4% below its 52-week high of $595.51. However, it remains well above its 52-week low of $110.22, reflecting a strong performance over the past year.
Recent Earnings
Dell Technologies reported trailing twelve-month revenue of approximately $151.2 billion and an EPS of $17.2. The company's revenue grew by 57.7% year-over-year, and it has a net margin of 7.5%. The next earnings report is set for November 27, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
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Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 upgrades, 12 target raises.
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Earnings quality
Gross margin down 3.4 points. Operating margin up 3.4 points. Positive free cash flow.
Earnings Call Summary
Dell had a strong quarter with record revenue of twenty nine point eight billion dollars, up nineteen percent, driven by exceptional AI server demand. They shipped eight point two billion dollars in AI servers and have an eleven point seven billion dollar backlog. Management expects margins to improve in the second half as the AI business scales and traditional server and storage mix improves, while operating expenses continue declining.
Guidance Dell raised full year revenue guidance to one hundred seven billion dollars, up twelve percent. They now expect AI server shipments of twenty billion dollars for the year, up five billion from prior guidance. Third quarter revenue should reach twenty seven billion dollars, up eleven percent. They expect full year earnings per share of nine dollars and fifty five cents, up seventeen percent.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Insider Buying and Selling at Dell Technologies Inc.
On June 12, 2026, Silver Lake Partners IV sold 39,537 shares at $403.12 each, totaling about $15.94 million. David Dorman also sold 41,292 shares on the same day for $16.76 million. Other recent sales include Jane Tunnell, who sold 519 shares, and Lynn Vojvodich Radakovich, who bought 12,022 shares at $31.14 each on June 22, 2026.
Analysts Set New Price Targets
On September 9, 2026, Evercore ISI Group maintained an "Outperform" rating with a price target of $650. RBC Capital initiated coverage with an "Outperform" rating and a target of $640 on September 10. Morgan Stanley maintained an "Equal-Weight" rating with a target of $511 on September 21, while TD Cowen held a "Hold" rating with a target of $550 on September 29. Mizuho also maintained an "Outperform" rating, raising its target to $650 on October 6.
About Dell Technologies
Dell Technologies Inc. designs and manufactures a wide range of technology products and services. It operates primarily through its Infrastructure Solutions Group and Client Solutions Group. The company's recent share activity reflects ongoing adjustments in institutional holdings, indicating a dynamic market environment.
Bottom Line
Investors should keep an eye on Dell Technologies as it approaches its upcoming earnings report on November 27, 2026. With significant insider transactions and institutional adjustments, the stock may see further activity in the near future.
Related Filing Alerts
Source: Silver Lake Partners IV, L.P.'s Form 4 filing on $DELL (Oct 9, 2026). Find the original filing: DELL Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts