Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 90,304 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 90,304 shares of the company’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $424.55, for a total transaction of $38,338,563.20. Following the completion of the transaction, the director owned 15,040 shares of the company’s stock, valued at $6,385,232. This trade represents a 85.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

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

• 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 transaction 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 transaction 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 transaction 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 transaction 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 transaction 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 transaction of $37,697,890.72.

Dell Technologies Price Performance

DELL opened at $400.14 on Tuesday. The stock has a market capitalization of $258.39 billion, a PE ratio of 31.78, a P/E/G ratio of 1.16 and a beta of 1.30. The firm’s fifty day moving average price is $247.27 and its 200 day moving average price is $171.80. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion for 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 quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the company posted $1.55 earnings per share. 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 research analysts forecast that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI-server and infrastructure business is being highlighted as a key growth driver, with reports pointing to sharply higher ISG revenue, strong backlog, and continued demand from AI partnerships. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
• Positive Sentiment: Shares are also rising on renewed AI-order buzz, including speculation that Dell could benefit from a fresh xAI-related purchase, which supports sentiment around near-term server demand. A New xAI Purchase? Super Micro (SMCI) and Dell Stocks Rise on Order Buzz
• Positive Sentiment: Analysts and market commentary continue to frame Dell as one of the standout AI server winners, with the stock benefiting from a broader re-rating of AI hardware stocks. AI Server Earnings: Wall Street Sees One Clear Standout
• Neutral Sentiment: Dell also received a channel-partner accolade, with AHEAD named Dell Technologies North America Channel Partner of the Year, a supportive but not major stock-moving development. AHEAD Named Dell Technologies North America Channel Partner of the Year
• Negative Sentiment: Offsetting the optimism, Dell is facing fresh political and governance scrutiny after President Trump’s stock purchase and public endorsement drew conflict-of-interest concerns, which could add valuation uncertainty. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story
• Negative Sentiment: Recent insider and related-party selling by a Dell director and Silver Lake-linked entities may weigh on sentiment, even if the sales are not necessarily a change in the company’s fundamentals. Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $3,719,018.16 in Stock

Institutional Trading of Dell Technologies

A number of large investors have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies in the 4th quarter worth about $25,000. Rossby Financial LCC increased its holdings in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares during the period. Navalign LLC acquired a new stake in shares of Dell Technologies in the 4th quarter worth about $29,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies in the 4th quarter worth about $29,000. Finally, WealthCollab LLC increased its holdings in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $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 Analysts Forecast Growth

DELL has been the topic of several recent analyst reports. Daiwa Securities Group upped their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a report on Tuesday, June 2nd. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Citigroup initiated coverage on shares of Dell Technologies in a report on Monday, June 1st. They issued an “outperform” rating on the stock. Citic Securities upped their price target on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a report on Monday, June 1st. Finally, JPMorgan Chase & Co. upped their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a report on Friday, May 29th. One equities research 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 given a Sell rating to the stock. According to MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price 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.