Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 138,885 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 138,885 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $398.13, for a total value of $55,294,285.05. Following the completion of the sale, the director owned 8,585 shares in the company, valued at approximately $3,417,946.05. This represents a 94.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• On Friday, June 5th, Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock. The shares were 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 shares were 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 shares were 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 shares were 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 shares were 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 shares were 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 shares were 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 shares were sold at an average price of $445.96, for a total value of $37,697,890.72.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $369.87 on Thursday. The stock has a fifty day moving average price of $255.55 and a two-hundred day moving average price of $175.41. The firm has a market cap of $238.84 billion, a P/E ratio of 29.38, a PEG 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.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates 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 last 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. On average, research analysts predict that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on DELL shares. CLSA raised Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. Piper Sandler raised their price objective on Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Mizuho raised their price objective on Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research note on Monday, June 1st. Finally, Loop Capital raised their price objective on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

Institutional Trading of Dell Technologies

A number of hedge funds have recently modified their holdings of the business. Ariadne Wealth Management LP lifted its holdings in shares of Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after purchasing an additional 49 shares in the last quarter. Bell Investment Advisors Inc lifted its holdings in shares of Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after purchasing an additional 52 shares in the last quarter. Vectors Research Management LLC lifted its holdings in shares of Dell Technologies by 0.4% in the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after purchasing an additional 55 shares in the last quarter. Raleigh Capital Management Inc. lifted its holdings in shares of Dell Technologies by 6.9% in the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after purchasing an additional 67 shares in the last quarter. Finally, Equitable Trust Co. lifted its holdings in shares of Dell Technologies by 2.9% in the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after purchasing an additional 71 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

More Dell Technologies News

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

Dell Technologies Company Profile

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.