Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 56,926 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 56,926 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $398.13, for a total value of $22,663,948.38. Following the transaction, the director directly owned 66,287 shares in the company, valued at $26,390,843.31. This trade represents a 46.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

Dell Technologies Stock Performance

Dell Technologies stock opened at $369.87 on Thursday. The stock’s 50 day moving average price is $255.55 and its 200 day moving average price is $175.41. The firm has a market capitalization of $238.84 billion, a PE ratio of 29.38, a price-to-earnings-growth ratio of 0.82 and a beta of 1.30. Dell Technologies Inc. has a one year low of $109.17 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the previous year, the business earned $1.55 EPS. Dell Technologies’s revenue for the quarter was up 87.5% compared to the same quarter last year. 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, analysts forecast that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after acquiring an additional 1,355,841 shares during the last quarter. State Street Corp increased its holdings in shares of Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after acquiring an additional 265,740 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after acquiring an additional 1,011,101 shares during the last quarter. Geode Capital Management LLC boosted its position in Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after purchasing an additional 108,011 shares during the period. Finally, Invesco Ltd. boosted its position in Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares during the period. 76.37% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have issued reports on DELL. JPMorgan Chase & Co. lifted their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Susquehanna set a $289.00 price objective on Dell Technologies and gave the stock a “neutral” rating in a report on Friday, May 29th. Loop Capital lifted their price objective on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Finally, Roth Mkm began coverage on Dell Technologies in a report on Friday, May 29th. They set a “buy” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell’s latest quarterly results were very strong, with EPS and revenue both far above expectations, reinforcing the AI server and infrastructure growth story that has driven bullish sentiment. Dell’s AI Toll Bridge Is Paved with Record Margins
• Positive Sentiment: Wall Street commentary continues to highlight Dell as a major beneficiary of AI infrastructure spending and recovering enterprise hardware demand, which supports the stock’s longer-term outlook. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
• Positive Sentiment: Analysts still point to strong upside potential, with recent price targets clustered well above the current share price, suggesting confidence in Dell’s AI momentum. Wall Street Analysts Believe Dell Technologies (DELL) Could Rally 27.29%
• Neutral Sentiment: Some recent coverage framed Dell as one of the best-performing growth stocks in 2026, reflecting strong momentum but not necessarily a new catalyst. 5 Best Performing Growth Stocks So Far in 2026
• Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the last several days, which can hurt sentiment because it raises questions about insider confidence and adds supply to the market. SEC insider sale filing
• Negative Sentiment: DELL has also been caught in a broader selloff in high-beta AI hardware stocks, as investors rotate out of the group after a sharp run-up in shares. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Recent market commentary also points to valuation and governance scrutiny, which may be making investors more cautious after the stock’s big rally. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

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.