Dell Technologies (DELL) Director L.P. Sells $15M of Stock
Silver Lake Partners sold 25,494 shares of Dell Technologies on October 9, 2026, valued at about $14.8 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
Silver Lake Partners V DE (AIV), L.P., Director at Dell Technologies Inc. ($DELL), sold 25,494 shares at an average price of $582.30, worth about $14.85 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 sold 25,494 shares of Dell Technologies at an average price of $582.30, totaling approximately $14.8 million.
- Dell Technologies shares recently traded around $455.95, which is about 23.4% below its 52-week high of $595.51.
- Analysts maintain a mixed outlook on Dell, with a consensus price target of $593.00 and ratings ranging from 'Outperform' to 'Equal-Weight'.
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Silver Lake Partners V DE (AIV), L.P. sold 25,494 shares of Dell Technologies Inc. (NYSE: DELL) on October 9, 2026. The shares were sold at an average price of $582.30, bringing in about $14.8 million. This sale is part of a broader trend among insiders as they adjust their holdings in the company.
Inside Silver Lake Partners' Trade
Silver Lake Partners, in its role as a Director, sold the shares without a planned approach, as indicated by the transaction details. The transaction was executed at an average price of $582.30 per share. This trade adds to the activity among insiders, reflecting their views on the company's future.
Other Institutional Activity in Dell Technologies
Several other institutional investors have also made changes to their positions in Dell Technologies. Blackrock Inc. reduced its stake by 655,875 shares, bringing its total to 24,094,119 shares valued at approximately $10.9 billion. Vanguard Capital Management LLC cut its holdings by 423,735 shares, ending with 19,013,637 shares worth about $8.6 billion. State Street Corporation trimmed its position by 576,503 shares, resulting in 13,764,359 shares valued at about $6.2 billion. Notably, Bank of America Corporation significantly lowered its stake by 3,552,632 shares, now holding 10,842,148 shares worth around $4.9 billion. In contrast, JPMorgan Chase & Co. grew its holdings by 7,355,744 shares, totaling 10,437,458 shares valued at about $4.7 billion.
Dell Technologies Inc. Stock Down 10.2%
Dell Technologies shares recently traded around $455.95 as of October 16, 2026. This price is approximately 11.1% below its 50-day moving average of $512.76 and 23.4% below its 52-week high of $595.51. The stock has shown resilience, trading above its 52-week low of $110.22, reflecting a significant recovery.
Recent Earnings
Dell Technologies reported a revenue of approximately $151.2 billion in its trailing twelve months. The company has demonstrated a revenue growth of 57.7% year-over-year. Its next earnings report is scheduled for November 27, 2026, which will provide further insight into its financial performance.
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.
In addition to Silver Lake's recent sale, other insiders have been active. On June 12, 2026, L.P. Silver Lake Partners IV sold 39,537 shares at an average price of $403.12, totaling about $15.9 million. Similarly, David Dorman sold 41,292 shares at $405.89, bringing in around $16.8 million. These transactions reflect ongoing adjustments by insiders in their holdings.
Analysts Set New Price Targets
Analysts have been active in reviewing Dell Technologies. On September 9, 2026, Evercore ISI Group maintained its 'Outperform' rating with a revised target of $650.00, up from $575.00. RBC Capital initiated coverage with an 'Outperform' rating and a target of $640.00 on September 10. Morgan Stanley maintained its 'Equal-Weight' rating with a target of $511.00 on September 21, while TD Cowen held its 'Hold' rating with a target of $550.00. Mizuho also maintained its 'Outperform' rating, raising its target to $650.00 from $600.00 on October 6. The consensus price target for Dell Technologies stands at $593.00, with 25 analyst opinions supporting this view.
About Dell Technologies
Dell Technologies Inc. designs and manufactures a wide range of technology products and services, including personal computers and servers. It operates through various segments, catering to both individual consumers and businesses globally. The recent insider trading activity and mixed analyst ratings highlight the ongoing adjustments and sentiment surrounding the company's performance and market position.
Bottom Line
Investors should keep an eye on Dell Technologies as it approaches its next earnings date on November 27, 2026. The recent insider trades and analyst ratings reflect a dynamic environment for the company, suggesting that further developments may impact its stock performance.
Related Filing Alerts
Source: Silver Lake Partners V DE (AIV), 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