Dell Technologies (NYSE:DELL) Director Sells $10,524,318.84 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 26,964 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $390.31, for a total value of $10,524,318.84. Following the transaction, the director directly owned 7,319 shares in the company, valued at $2,856,678.89. The trade was a 78.65% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Silver Lake Partners Iv, L.P. also recently made the following trade(s):

• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 5,327 shares of Dell Technologies stock. The stock was sold at an average price of $404.68, for a total value of $2,155,730.36.
• On Monday, June 8th, Silver Lake Partners Iv, L.P. sold 138,885 shares of Dell Technologies stock. The stock was sold at an average price of $398.13, for a total value of $55,294,285.05.
• On Friday, June 5th, Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock. The stock was sold at an average price of $403.01, for a total value of $36,129,040.48.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 90,304 shares of Dell Technologies stock. The stock was sold at an average price of $424.55, for a total value of $38,338,563.20.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 78,425 shares of Dell Technologies stock. The stock was sold at an average price of $414.43, for a total value of $32,501,672.75.
• On Wednesday, June 3rd, Silver Lake Partners Iv, L.P. sold 84,365 shares of Dell Technologies stock. The stock was sold at an average price of $422.98, for a total value of $35,684,707.70.
• On Tuesday, June 2nd, Silver Lake Partners Iv, L.P. sold 176,754 shares of Dell Technologies stock. The stock was sold at an average price of $438.91, for a total value of $77,579,098.14.
• On Tuesday, June 2nd, Silver Lake Partners Iv, L.P. sold 19,320 shares of Dell Technologies stock. The stock was sold at an average price of $458.12, for a total value of $8,850,878.40.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 84,532 shares of Dell Technologies stock. The stock was sold at an average price of $445.96, for a total value of $37,697,890.72.

Dell Technologies Stock Up 5.9%

Shares of NYSE DELL traded up $21.86 during mid-day trading on Thursday, reaching $391.69. 7,808,967 shares of the company were exchanged, compared to its average volume of 8,810,792. The stock has a market cap of $252.93 billion, a price-to-earnings ratio of 31.11, a P/E/G ratio of 0.82 and a beta of 1.30. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47. The firm has a 50-day moving average of $255.55 and a 200 day moving average of $175.41.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the business posted $1.55 EPS. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, equities analysts forecast that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Key Dell Technologies News

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Analysts and market commentary continue to emphasize Dell’s strong position in AI servers, cloud infrastructure, and enterprise hardware demand, which is reinforcing optimism around future revenue growth. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Dell was highlighted as one of the stocks with attractive interest coverage ratios, a sign that investors view its balance-sheet strength and debt-paying ability favorably. 4 Stocks That Stand Out on Attractive Interest Coverage Ratios
• Positive Sentiment: Truist raised its price target on Dell to $360, reflecting continued confidence in strong demand and limited supply conditions, even while keeping a Hold rating. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Dell received partner recognition at Dell Technologies World, including awards tied to its ecosystem and channel relationships, which supports the company’s brand but is not a major standalone catalyst. Unisys Earns 2026 Global Alliances Americas Data Center Partner of the Year from Dell Technologies
• Negative Sentiment: Several recent insider sales by Silver Lake-linked directors may be weighing on sentiment, as large disposals can signal reduced insider confidence and add selling pressure. SEC insider sale filing
• Negative Sentiment: Dell has also been caught in a broader rotation out of high-beta AI hardware names after a sharp run-up, which can create short-term volatility even when the fundamentals remain strong. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Institutional Investors Weigh In On Dell Technologies

Several hedge funds have recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the fourth quarter worth about $25,000. Rossby Financial LCC boosted its stake in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the period. Navalign LLC acquired a new position in Dell Technologies in the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new position in Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC boosted its stake in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after acquiring an additional 114 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on DELL shares. JPMorgan Chase & Co. lifted their price target on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Loop Capital boosted their target price on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a report on Friday, May 29th. Evercore boosted their target price on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a report on Friday, May 29th. The Goldman Sachs Group boosted their target price on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a report on Monday, June 1st. Finally, Jefferies Financial Group downgraded Dell Technologies to a “hold” rating in a report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $475.76.

About Dell Technologies

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.