Spv-2 L.P. Sl Sells 34,257 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 34,257 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total transaction of $13,809,681.84. Following the sale, the director directly owned 91,809 shares in the company, valued at $37,010,044.08. This trade represents a 27.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

Spv-2 L.P. Sl also recently made the following trade(s):

• On Thursday, June 11th, Spv-2 L.P. Sl sold 54,093 shares of Dell Technologies stock. The shares were sold at an average price of $380.25, for a total transaction of $20,568,863.25.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 62,084 shares of Dell Technologies stock. The shares were sold at an average price of $380.47, for a total transaction of $23,621,099.48.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 40,686 shares of Dell Technologies stock. The shares were sold at an average price of $394.99, for a total transaction of $16,070,563.14.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 25,436 shares of Dell Technologies stock. The shares were sold at an average price of $390.31, for a total transaction of $9,927,925.16.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 5,025 shares of Dell Technologies stock. The shares were sold at an average price of $404.68, for a total transaction of $2,033,517.00.
• On Monday, June 8th, Spv-2 L.P. Sl sold 131,040 shares of Dell Technologies stock. The shares were sold at an average price of $398.13, for a total transaction of $52,170,955.20.
• On Friday, June 5th, Spv-2 L.P. Sl sold 84,583 shares of Dell Technologies stock. The shares were sold at an average price of $403.00, for a total transaction of $34,086,949.00.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 72,728 shares of Dell Technologies stock. The shares were sold at an average price of $414.43, for a total transaction of $30,140,665.04.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 83,742 shares of Dell Technologies stock. The shares were sold at an average price of $424.55, for a total transaction of $35,552,666.10.
• On Wednesday, June 3rd, Spv-2 L.P. Sl sold 78,236 shares of Dell Technologies stock. The shares were sold at an average price of $422.98, for a total transaction of $33,092,263.28.

Dell Technologies Trading Up 4.0%

Shares of NYSE DELL opened at $420.10 on Thursday. The firm’s 50-day moving average price is $278.85 and its 200-day moving average price is $185.11. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a market capitalization of $271.28 billion, a P/E ratio of 33.37, a P/E/G ratio of 0.87 and a beta of 1.30.

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

Dell Technologies Announces Dividend

The firm also recently announced 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. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is currently 20.02%.

Wall Street Analyst Weigh In

DELL has been the topic of a number of analyst reports. JPMorgan Chase & Co. upped their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Daiwa Securities Group upped their target price on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a report on Tuesday, June 2nd. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Finally, Loop Capital upped their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. 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 issued a Sell rating to the stock. According to data from MarketBeat, the company 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 Federal Systems won a $1.44 billion U.S. Air Force contract, reinforcing the company’s growing government business and adding to optimism around enterprise demand. Dell Wins $1.44B Microsoft License Deal
• Positive Sentiment: Multiple reports pointed to surging AI server demand and said Dell may still be undervalued relative to its AI opportunity, supporting the bull case for continued growth. Dell’s Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand
• Positive Sentiment: Analysts and market commentary remained constructive, with several pieces noting Dell’s strong earnings, rising forecasts, and Buy ratings, which can support the stock’s upward trend. Dell Stock Looks Cheap Here With Higher Analyst Forecasts – Short Put Plays Are Attractive
• Positive Sentiment: Recent media attention also framed Dell as a trending momentum name, keeping trader interest elevated after its sharp rally this year. Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Dell declared a quarterly dividend of $0.63 per share, which is supportive for income investors but unlikely to be a major near-term stock driver. Dell Technologies Declares Quarterly Cash Dividend
• Neutral Sentiment: Dell completed a $3 billion senior notes offering, which improves capital flexibility but also adds leverage, making the impact mixed. Dell Technologies Completes $3 Billion Senior Notes Offering
• Negative Sentiment: Several insiders and Silver Lake-related directors sold shares recently, which can pressure sentiment even if the sales were preplanned or routine. SEC filing: Silver Lake Partners sale
• Negative Sentiment: One report warned that a memory crunch could disrupt server supply chains, a potential headwind for Dell’s AI and enterprise hardware shipments. Dell, HPE server supply upended by memory crunch

Institutional Investors Weigh In On Dell Technologies

Institutional investors have recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC bought a new position in shares of Dell Technologies in the fourth quarter valued at approximately $25,000. Rossby Financial LCC grew its holdings in shares of 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 in the last quarter. Navalign LLC bought a new position in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. bought a new position in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC grew its holdings in shares of 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 in the last quarter. 76.37% of the stock is owned by institutional investors.

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.