Dell Technologies Insiders Offload Billions in Just Two Months
Dell Technologies insiders have sold approximately $2 billion in shares over the past two months, including significant sales by Silver Lake Group. Despite reporting record fiscal second-quarter revenue of $29.8 billion and a 19% increase in earnings per share, the stock price has fluctuated, recently trading at $132. The company’s forecast for third-quarter earnings fell short of analyst expectations, contributing to the stock's decline.
Sep 23 - Dell Technologies (DELL, Financial) directors and affiliated entities have sold about $2 billion worth of shares over the past two months, according to a recent filing with the U.S. Securities and Exchange Commission.
The transactions included sales by private equity firm Silver Lake Group and its affiliates, which disposed of $76.2 million of Dell Class C common stock on Sept. 15 at prices ranging from $126.63 to $127.70 per share.
On Sept. 23, directors SLTA IV (GP), L.L.C. and SLTA V (GP), L.L.C. each sold 318,171 shares valued at roughly $42 million apiece. The next day, the same entities sold a combined 1.65 million shares for $224.4 million.
The insider activity comes after Dell reported record fiscal second-quarter revenue of $29.8 billion, up 19% year over year, supported by $5.6 billion in AI server orders. Earnings per share climbed 19% to $2.32, while cash flow from operations reached $2.5 billion.
Shares of Dell were trading at $132 on Wednesday, up 13% so far in 2025, though the stock slipped after the company forecast third-quarter adjusted earnings per share below analyst expectations.
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