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 Dell Technologies stock in a transaction 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 sale, the director directly owned 8,585 shares of the company’s stock, valued at approximately $3,417,946.05. The trade was a 94.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

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 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 Trading Down 3.1%

NYSE DELL traded down $11.91 during trading on Wednesday, reaching $369.87. The company’s stock had a trading volume of 9,226,058 shares, compared to its average volume of 8,819,450. The stock has a market capitalization of $238.84 billion, a PE ratio of 29.38, a PEG ratio of 0.89 and a beta of 1.30. The business has a 50-day moving average price of $255.55 and a 200-day moving average price of $175.41. Dell Technologies Inc. has a 1-year low of $109.17 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last posted its 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 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 company’s revenue was up 87.5% compared to the same quarter last year. During the same period in the previous 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. As a group, analysts expect that Dell Technologies Inc. will post 17.05 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. TD Cowen lifted their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Morgan Stanley raised Dell Technologies from an “underweight” rating to a “buy” rating in a research report on Friday, May 22nd. William Blair assumed coverage on shares of Dell Technologies in a research report on Monday, June 1st. They issued a “neutral” rating on the stock. Barclays cut shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. Finally, Melius Research set a $565.00 price objective on shares of Dell Technologies 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $475.76.

More Dell Technologies News

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

• Positive Sentiment: Dell remains a major beneficiary of AI infrastructure spending, with recent coverage pointing to strong server demand, record backlog, and revenue growth that helped the stock deliver a huge run this year. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
• Positive Sentiment: Wall Street commentary still says Dell is well positioned for both AI infrastructure spending and a recovery in enterprise hardware demand, supporting the long-term bull case. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
• Positive Sentiment: Analysts continue to highlight Dell as one of the standout AI infrastructure and server winners, with price-target updates implying more upside if demand stays strong. MU and DELL: 2 AI Infrastructure Stocks Crushing NVDA in 2026
• Neutral Sentiment: Dell’s long-term transformation from PC maker to AI and infrastructure player is reinforcing the company’s growth narrative, but this is more of a background story than a near-term catalyst. From PC Maker to AI Giant: How Dell Rewarded Patient Investors With Nearly 1,900% Gains and AI Capex Determines The Future
• Negative Sentiment: Large recent insider sales by Silver Lake-linked directors are weighing on sentiment, as investors may read the activity as a caution sign after the stock’s big rally. SEC insider sale filing
• Negative Sentiment: Dell has also been caught in a broader selloff across AI hardware and server stocks, with traders taking profits after a sharp run-up in the sector. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Recent reporting also notes that Dell stock has been vulnerable to rotation out of the AI trade, suggesting momentum may be cooling in the near term. Dell Technologies Stock Forecast – AI Analyst Remains Neutral after 200% Rally

Institutional Trading of Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of DELL. Brighton Jones LLC lifted its stake in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Dell Technologies in the second quarter worth $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies in the second quarter worth $809,000. Gamco Investors INC. ET AL grew its stake in shares of Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after acquiring an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after acquiring an additional 34,538 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

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.