Dell Technologies (DELL) Director L.P. Sells $580K of Stock
Silver Lake Technology Investors IV, L.P. sold 996 shares of Dell Technologies, valued at about $579,972.
Reviewed by automated data checks against the source filing. How we make and check alerts
Silver Lake Technology Investors IV, L.P., Director at Dell Technologies Inc. ($DELL), sold 996 shares at an average price of $582.30, worth about $579,971.60, 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 sold 996 shares of Dell Technologies Inc. at an average price of $582.30, totaling approximately $579,972.
- The stock recently traded around $455.95, which is 23.4% below its 52-week high of $595.51.
- Dell Technologies has a market cap of about $301 billion and is expected to announce earnings on November 27, 2026.
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Silver Lake Technology Investors IV, L.P. sold 996 shares of Dell Technologies Inc. (NYSE: DELL) on October 9, 2026, for about $579,972. The average sale price was $582.30 per share.
Inside Silver Lake's Trade
The sale represents a significant move for Silver Lake, a director at Dell. This trade is part of ongoing insider activity, and it was not a planned sale.
Other Institutional Activity in Dell Technologies
Several other institutional investors have adjusted their stakes in Dell Technologies. BlackRock Inc. trimmed its holdings by 655,875 shares, ending with 24,094,119 shares valued at about $10.9 billion. Vanguard Capital Management LLC also reduced its position by 423,735 shares, bringing its total to 19,013,637 shares worth approximately $8.6 billion. State Street Corporation decreased its stake by 576,503 shares, resulting in 13,764,359 shares valued at about $6.2 billion. Bank of America Corporation cut its holdings significantly, down 3,552,632 shares to 10,842,148 shares worth around $4.9 billion. In contrast, JPMorgan Chase & Co. increased its stake 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, which is 23.4% below its 52-week high of $595.51. The stock is currently below its 50-day moving average by 11.1% but is above its 200-day moving average by 46.8%. The average analyst price target for Dell is $593.00.
Recent Earnings
For the trailing twelve months, Dell Technologies reported revenue of approximately $151.2 billion, with an earnings per share (EPS) of $17.20. The company has shown a revenue growth year-over-year of 57.7% and a net margin of 7.5%. The next earnings report is expected on 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.
Before the recent sale, other insiders also made trades. On June 12, 2026, L.P. Silver Lake Partners IV sold 39,537 shares at around $403.12, totaling about $15.9 million. David Dorman sold 41,292 shares at a similar price, valued at around $16.8 million. Additionally, Lynn Vojvodich Radakovich bought 12,022 shares at $31.14, valued at about $374,365.
Analysts Set New Price Targets
On September 9, 2026, Evercore ISI Group maintained an "Outperform" rating with a price target of $650.00, increasing from a prior target of $575.00. RBC Capital initiated coverage with an "Outperform" rating and a price target of $640.00 on September 10, 2026. Morgan Stanley, meanwhile, maintained an "Equal-Weight" rating with a target of $511.00 on September 21, 2026.
About Dell Technologies
Dell Technologies Inc. designs and sells a variety of technology products and services worldwide. The company operates through its Infrastructure Solutions Group and Client Solutions Group segments. This recent insider trading activity shows ongoing interest from major stakeholders in the company.
Bottom Line
Investors will be watching Dell Technologies as it prepares to report earnings on November 27, 2026. Keep an eye on further insider activity and institutional changes as they might indicate future trends for the company.
Related Filing Alerts
Source: Silver Lake Technology Investors 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