Dell CEO Michael S. Dell is selling over $1.17 billion in company stock to Investing.com

Michael S. Dell, Chief Executive Officer of Dell Technologies Inc. (NYSE: ), sold a substantial amount of the company’s stock, transactions that are disclosed in a recent filing with the Securities and Exchange Commission. The selling streak, which took place between September 19 and 23, totaled more than $1.17 billion, with share prices ranging from $115.80 to $118.52.

The SEC filing details several transactions in which Dell unloaded shares of Dell Technologies’ Class C common stock. On September 19, it sold 500,000 shares at a weighted average price of about $117.93. Selling continued over the next few days with 143,981 shares sold at an average of $115.80, 1,038,065 shares at $116.81, 6,726,692 shares at $117.52, 424,667 shares at $118.52, 117 shares, in the end, $17, 17 shares. 782 shares at $117.85.

Following these transactions, Michael Dell still owns a significant number of shares in the company, indicating an ongoing interest in the performance and future of Dell Technologies. The SEC filing does not link these sales to any immediate personal or business plans of Mr. Dell, and it is not unusual for executives to sell stock for reasons ranging from personal financial planning to diversification strategies.

Investors often monitor insider trading for information about executive perspectives on a company’s valuation and prospects. While these sales are substantial in volume and value, it is important to consider them in the broader context of an insider’s total holdings and overall company stock performance.

According to the SEC filing, Dell Technologies Inc. and Mr. Dell undertook to provide further details of the specific prices of shares sold in the reported period upon request. This transparency ensures that investors have access to all relevant information regarding these transactions.

For those interested in the details of Dell’s remaining holdings, the filing also notes an indirect ownership of 1,380,000 shares by the Susan Lieberman Dell Separate Property Trust, for which Mr. Dell disclaims beneficial ownership under SEC rules.

The reported sales represent a notable shift in the CEO’s stake in the company, and investors will be watching closely to see if these deals signal any strategic shifts for Dell Technologies Inc. in the near future.

In other recent news, Dell Technologies reported robust growth in its core businesses and in the artificial intelligence (AI) market. The company’s Client Solutions Group and Infrastructure Solutions Group expanded by 12% and 38%, respectively, and the firm has a backlog of $3.8 billion in the AI ​​market. Analysts at Mizuho, ​​Susquehanna and Evercore ISI recently provided their insights on Dell’s outlook. Mizuho initiated coverage of Dell with an Outperform rating and a $135 price target, highlighting the company’s diverse portfolio and strong free cash flow. Instead, Susquehanna issued a neutral rating with a $120 price target, expressing concern about the uncertain returns on Dell’s AI hardware and AI services scaling strategy. Evercore ISI maintained a positive outlook, reiterating an Outperform rating and a $140 price target, despite potential gross margin headwinds from AI servers and inflationary component costs. In addition, Dell Technologies issued 26.5 million shares of Class C common stock to Michael Dell, the company’s founder and CEO, following a conversion of an equivalent number of shares of Class A common stock. This conversion brings the beneficial ownership of Michael Dell to 271.8 million shares of Class A common stock and 36.9 million shares of Class C common stock.

InvestingPro Insights

Dell Technologies Inc. (NYSE:DELL) has been a hot topic for investors, especially after significant stock selling by CEO Michael S. Dell. InvestingPro provides deeper insights that can help investors understand a company’s current valuation and performance. According to InvestingPro data, Dell has a market cap of $82.59 billion and trades at a P/E ratio of 20.98, which adjusts to 18.31 based on the trailing twelve months of Q2 2025.

The company’s revenue for the trailing twelve months to Q2 2025 was $91.84 billion, with a slight decrease in revenue growth of -1.9%. However, Dell showed a quarterly revenue growth of 9.12% in Q2 2025. This mixed growth performance is complemented by a gross profit margin of 22.54%, demonstrating the company’s ability to maintain profitability.

InvestingPro tips highlight some key points for investors to consider. Dell Technologies has been actively repurchasing shares, which is often viewed positively as it can indicate management’s confidence in the company’s future. In addition, Dell has a high return to shareholders and has increased its dividend for three consecutive years, reflecting its commitment to returning value to shareholders.

For additional information, InvestingPro offers a total of 14 additional tips on Dell Technologies, including the company’s P/E ratio relative to near-term earnings growth and its position as a prominent player in the hardware, storage and technology peripherals industry. These additional tips are available at https://www.investing.com/pro/DELL and can give investors a more comprehensive picture of the company’s financial health and market position.

This article was generated with support from AI and reviewed by an editor. For more information, see T&C.