Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 74,265 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 74,265 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $438.91, for a total transaction of $32,595,651.15. Following the completion of the sale, the director directly owned 88,024 shares in the company, valued at $38,634,613.84. This represents a 45.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Dell Technologies Price Performance

DELL traded up $0.65 during trading on Thursday, hitting $421.73. The company had a trading volume of 12,268,499 shares, compared to its average volume of 8,781,620. The company has a market cap of $272.33 billion, a PE ratio of 33.50, a P/E/G ratio of 1.28 and a beta of 1.30. The business has a 50-day moving average of $238.55 and a 200-day moving average of $167.92. 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 earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company 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 revenue was up 87.5% compared to the same quarter last year. During the same period in the prior year, the company earned $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. Research analysts forecast that Dell Technologies Inc. will post 12.93 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on DELL shares. Barclays cut shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Wells Fargo & Company upped their price target on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Evercore upped their price target on shares of Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. Finally, Bank of America upped their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $475.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell is getting strong bullish attention after its Q1 results showed major upside in earnings, revenue, and AI-server demand, reinforcing the view that it is becoming a key AI infrastructure supplier rather than just a PC maker. Article Title
• Positive Sentiment: Analysts and momentum traders are still turning more constructive, with Dell recently upgraded to Zacks Rank #1 (Strong Buy), which can support further near-term gains. Article Title
• Positive Sentiment: Coverage continues to highlight Dell’s role in the AI buildout, with reports emphasizing record margins, a growing AI-server outlook, and a major government cloud/infrastructure contract that strengthens the growth story. Article Title
• Neutral Sentiment: Media attention around Michael Dell’s rising wealth and comparisons with other tech billionaires reflects the strength of the rally, but does not directly change the business outlook. Article Title
• Negative Sentiment: Large insider sales by Silver Lake-related directors may create some caution after the sharp run-up, even though the sales come after a very strong stock move. Article Title

Institutional Trading of Dell Technologies

Hedge funds have recently made changes to their positions in the stock. Ariadne Wealth Management LP raised its stake in Dell Technologies by 1.6% in the 1st quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after acquiring an additional 49 shares during the last quarter. Bell Investment Advisors Inc boosted 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 during the last quarter. Vectors Research Management LLC lifted its stake 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 worth $2,404,000 after purchasing an additional 55 shares in the last quarter. Raleigh Capital Management Inc. raised its position in shares of Dell Technologies by 6.9% during the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after buying an additional 67 shares during the period. Finally, Flagship Harbor Advisors LLC raised its position in shares of Dell Technologies by 1.3% during the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after buying an additional 71 shares during the period. 76.37% of the stock is owned by hedge funds and other 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.