Dell Technologies (DELL) Director L.P. Sells $262K of Stock
Silver Lake Technology Investors sold 450 shares of Dell Technologies, valued at $262,039.50, on October 9, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Silver Lake Technology Investors V, L.P., Director at Dell Technologies Inc. ($DELL), sold 450 shares at an average price of $582.31, worth about $262,039.50, 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
- Silver Lake Technology Investors sold 450 shares of Dell Technologies at an average price of $582.31, totaling about $262,039.50 on October 9, 2026.
- Dell Technologies shares recently traded around $455.95, which is about 11.1% below the 50-day moving average of $512.76.
- The company has a mean price target of $593.00, with analysts maintaining a buy recommendation based on strong revenue growth.
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Silver Lake Technology Investors V, L.P. sold 450 shares of Dell Technologies Inc. (NYSE: DELL) for about $262,039.50 on October 9, 2026. The sale was not part of a planned transaction.
Inside Silver Lake Technology Investors' Trade
Silver Lake Technology Investors, in its role as a Director, executed this sale at an average price of $582.31 per share. This transaction highlights the firm's ongoing management of its stake in Dell, though it does not indicate a shift in overall confidence in the company.
Other Institutional Activity in Dell Technologies
Several other institutional investors have adjusted their positions in Dell Technologies recently. Blackrock Inc. cut its stake by 655,875 shares, ending with about 24.1 million shares valued at roughly $10.9 billion. Vanguard Capital Management LLC reduced its holdings by 423,735 shares, now owning about 19 million shares worth around $8.6 billion. State Street Corporation also trimmed its position, selling 576,503 shares to hold about 13.8 million shares valued at about $6.2 billion. Meanwhile, Bank of America Corporation significantly decreased its stake by 3.6 million shares, leaving it with around 10.8 million shares worth about $4.9 billion.
Dell Technologies Inc. Stock Down 10.2%
Dell Technologies shares have recently traded around $455.95 as of October 16, 2026, which is about 11.1% below the 50-day moving average of $512.76. The stock is also about 23.4% below its 52-week high of $595.51, but it remains significantly above its 52-week low of $110.22. Analysts have set a mean price target of $593.00 for the stock, indicating potential upside from the current trading level.
Recent Earnings
Dell Technologies reported trailing twelve-month revenue of approximately $151.2 billion and an EPS of $17.20. The company has shown a revenue growth of 57.7% year-over-year, reflecting a strong performance. Its 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.
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. David Dorman also sold 41,292 shares on the same day, with a total value of about $16.8 million. Additionally, Lynn Vojvodich Radakovich purchased 12,022 shares on June 22, 2026, at an average price of $31.14, indicating continued insider activity.
Analysts Set New Price Targets
On September 9, 2026, Evercore ISI Group maintained an Outperform rating on Dell 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 its Hold rating with a target of $550 on September 29. Mizuho also maintained an Outperform rating with a target of $650 on October 6, 2026. The consensus among analysts remains a buy with a mean price target of $593.00.
About Dell Technologies
Dell Technologies Inc. designs and manufactures a wide range of computer hardware and integrated solutions. Headquartered in Round Rock, Texas, the company operates through two main segments: Infrastructure Solutions Group and Client Solutions Group. With a strong focus on innovation, Dell serves clients across various sectors, contributing to its robust revenue growth.
Bottom Line
Investors should keep an eye on Dell's upcoming earnings report on November 27, 2026, as well as any further insider trades that may provide insight into management's confidence. The recent sale by Silver Lake Technology Investors does not necessarily reflect a negative outlook, but it is part of ongoing adjustments in institutional holdings.
Related Filing Alerts
Source: Silver Lake Technology Investors V, 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