Silver Lake Partners De (Aiv Sells 36,982 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 36,982 shares of the company’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $410.52, for a total transaction of $15,181,850.64. Following the completion of the transaction, the director owned 14,901 shares of the company’s stock, valued at $6,117,158.52. This trade represents a 71.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

Dell Technologies Price Performance

Dell Technologies stock traded up $14.69 during midday trading on Wednesday, hitting $431.97. 9,727,975 shares of the stock were exchanged, compared to its average volume of 8,721,232. Dell Technologies Inc. has a 1 year low of $110.22 and a 1 year high of $469.47. The firm has a market cap of $279.96 billion, a P/E ratio of 34.31, a P/E/G ratio of 0.88 and a beta of 1.31. The company has a 50 day moving average price of $340.27 and a two-hundred day moving average price of $212.59.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s revenue for the quarter was up 87.5% on a year-over-year basis. During the same period in the prior year, the company 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. As a group, analysts predict that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio is currently 20.02%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Evercore reportedly raised its price target on Dell, citing strong AI demand and noting that supply, not demand, is the main constraint on growth. Dell Technologies in spotlight as Evercore ups price target on AI prospects
• Positive Sentiment: Multiple market reports say Dell is benefiting from renewed attention around its AI server story, with traders reacting to strong first-quarter results, a large AI order backlog, and improved full-year guidance. Dell Gets Higher Target on AI Demand
• Positive Sentiment: Order-flow and technical traders are also pointing to bullish signals, including a “Power Inflow” alert and strong momentum after the stock’s recent breakout. Dell Shares Rise 4% After Key Trading Signal
• Neutral Sentiment: Raymond James said the financial impact of Dell ending its Enterprise Computing Distribution agreement with Arrow Electronics is likely immaterial, suggesting this is not a major earnings headwind. Raymond James says Dell Technologies Inc. Termination Earnings effect on Arrow likely immaterial
• Neutral Sentiment: One news item notes that Dell is drawing unusually heavy investor attention and search interest, reflecting broad market focus rather than a fresh fundamental change. Dell Technologies Wins Political And AI Attention
• Negative Sentiment: There is also growing scrutiny over Trump’s public promotion of Dell, with ethics concerns raised by critics; while this has boosted visibility, it could create headline risk. Trump’s Dell Shout-Out Sparks Ethics Firestorm

Hedge Funds Weigh In On Dell Technologies

Several large investors have recently added to or reduced their stakes in the company. Ariadne Wealth Management LP raised its holdings in shares of Dell Technologies by 1.6% during the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after buying an additional 49 shares during the last quarter. Bell Investment Advisors Inc grew its holdings in Dell Technologies by 19.3% in the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after buying an additional 52 shares in the last quarter. Vectors Research Management LLC increased its position in Dell Technologies by 0.4% in the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after acquiring an additional 55 shares during the period. Raleigh Capital Management Inc. increased its position in Dell Technologies by 6.9% in the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after acquiring an additional 67 shares during the period. Finally, Equitable Trust Co. raised its stake in Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after acquiring an additional 71 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have issued reports on DELL. The Goldman Sachs Group lifted their price objective on Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, June 1st. TD Cowen raised their price target on shares of Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Wolfe Research cut shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Raymond James Financial downgraded shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $492.76.

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.