Insiders Trades
Dell Technologies Inc. Stock: price and insider trades · United States
Dell Technologies Inc.: what insiders have been doing
Headquartered in Round Rock, United States, Dell Technologies Inc. belongs to the Technology sector and traces its origins to 2016. Filings by its managers are published through SEC (Form 4). 46 insiders have disclosed 2,404 filings since 17 October 2025.
There is no open-market purchase to report; the filings show 2,053 sales worth €1.6B by 18 insiders. No amount is published for 390 filings, which the totals therefore leave out. Silver Lake Partners IV, L.P. filed the largest sale, €21.1M, on 4 June 2026, which represents 0.0075% of the company's market value.
For context, the typical company on the same exchange (median of 5,810 companies) published 19 filings over the same period, against 2,404 filings here. Looking back to 2021, when coverage begins, insiders filed no purchases and 2,131 sales. The 10-K for the year ended 30 January 2026 shows 113.54 bn USD of revenue and 5.94 bn USD of net income and a dividend of 2.10 USD per share.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
2,723
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€5B
2131 ops. · all time
Who traded when
BuySaleSilver Lake Partners IV, L.P.43 sales
SL SPV-2, L.P.41 sales
Silver Lake Technology Investors V, L.P.40 sales
Silver Lake Technology Investors IV, L.P.37 sales
Silver Lake Partners V DE (AIV), L.P.36 sales
Egon Durban1 sale
+2 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Dell Technologies Inc. Buy (bullish), based on 25 analysts. Average price target: US$593.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 16,737 of 24,147 companies
38.8
score / 100
Value38
Quality40
FCF yld3.0%
Earn yld2.1%
EV/EBITDA26.9x
ROE·
Gross mgn20%
Net mgn5.2%
Debt/EBITDA2.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$507.93
Analyst consensus
25 analystsBuy
US$480.00Target US$593.00(+17%)US$735.00
Income statement
RevenueUS$113.5B
Gross profitUS$22.7B20% margin
EBITDAUS$11.9B10% margin
Net incomeUS$5.9B7.5% margin
Valuation
PER (trailing)29.5x
PER (forward)17.0x
Beta1.44
Balance sheet & cash
Market capUS$322.9B
Total debtUS$31.5B
Free Cash FlowUS$8.6B
Profitability & ownership
ROA8.6%
% insiders7.7%
% institutions77.9%
Last declaration on 14 October 2026
Declarations2,723 total
1,061 shares@ US$584.460.0002% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421734:12
11,567 sharesClass C Common StockSEC:0001193125-26-421734:18
65,892 sharesClass C Common StockSEC:0001193125-26-421731:0
898 shares@ US$574.710.0001% mcap0.0% of flowClass C Common StockSEC:0001193125-26-421731:2
2,148 shares@ US$588.660.0003% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421731:16
22,254 sharesClass C Common StockSEC:0001193125-26-421731:18
67,641 sharesClass C Common StockSEC:0001193125-26-421730:0
2,379 shares@ US$576.340.0004% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421730:4
2,728 shares@ US$577.250.0004% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421730:5
1,800 shares@ US$586.400.0003% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421730:18
19,761 sharesClass C Common StockSEC:0001193125-26-421730:19
147 shares@ US$586.530.0000% mcap0.3% of flowClass C Common StockSEC:0001193125-26-421726:14
2,617 shares@ US$581.590.0004% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421730:9
1,704 shares@ US$582.490.0003% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421730:10
22 shares@ US$576.340.0000% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421763:4
25 shares@ US$577.250.0000% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421763:5
15 shares@ US$579.580.0000% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421763:7
12 shares@ US$580.370.0000% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421763:8
24 shares@ US$581.590.0000% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421763:9
23 shares@ US$583.440.0000% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421763:11
1,134 shares@ US$572.870.0002% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421734:1
1,690 shares@ US$587.260.0003% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421734:15
1,233 shares@ US$588.660.0002% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421734:16
1,975 shares@ US$572.870.0003% mcap0.1% of flowClass C Common StockSEC:0001193125-26-421731:1
449 sharesClass C Common StockSEC:0001193125-26-421763:0
25 of 2723 declarations
About Dell Technologies Inc.
Dell Technologies Inc. is a major global technology company listed on the NYSE in the United States, with a business model that spans client devices and enterprise infrastructure. Founded in 1984 by Michael Dell, the company initially built its reputation on a direct-sales PC model and has since evolved into a broader technology platform. Its corporate headquarters are in Round Rock, Texas, and the latest annual report states that Dell Technologies operates globally in more than 170 countries, with a meaningful share of revenue generated outside the United States. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm?utm_source=openai))
The group is organized into two core reportable segments. Infrastructure Solutions Group (ISG) includes servers, storage, networking, and related software and services such as consulting, configuration, deployment, and support. ISG is now central to Dell’s strategy for the AI era, with solutions designed for machine learning, data analytics, multicloud environments, and AI workloads. Client Solutions Group (CSG) covers PCs, notebooks, workstations, peripherals, and associated services, keeping Dell deeply exposed to both consumer and commercial endpoint demand. This dual structure gives the company a presence across the full technology stack, from endpoint devices to datacenter infrastructure. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm?utm_source=openai))
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From a competitive standpoint, Dell benefits from a globally recognized brand, a broad installed base, and long-standing relationships with enterprise customers, public-sector clients, and SMBs. Its competitive edge comes not only from hardware scale, but also from the combination of products, services, and financing, which supports customer retention and commercial flexibility. Dell competes across several technology submarkets, including PCs, servers, storage, AI infrastructure, and services. This diversification provides some resilience, although it also leaves the company exposed to hardware cycles and pricing pressure. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm?utm_source=openai))
Recent developments reinforce the company’s shift toward AI infrastructure. In its recent financial communications, Dell highlighted strong growth in servers and networking, and it also announced an annual dividend increase with FY2025 results. The most recent annual report further emphasizes AI-optimized servers to the point of separating them from traditional servers in product disclosure. For investors in French, Belgian, and Swiss markets, Dell stands out as a large-cap U.S. technology name with a balanced exposure to PC refresh cycles and the rapidly expanding build-out of AI-related infrastructure. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199625000014/exhibit991earnings8kq4fy25.htm?utm_source=openai))
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