Dell Technologies (NYSE:DELL) Director Sells $52,170,955.20 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 131,040 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $398.13, for a total value of $52,170,955.20. Following the completion of the sale, the director directly owned 12,619 shares of the company’s stock, valued at $5,024,002.47. The trade was a 91.22% decrease in their ownership of the stock. The transaction 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 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 value 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 value 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 value 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 value of $2,033,517.00.
• 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 value 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 value 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 value 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 value of $33,092,263.28.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 164,047 shares of Dell Technologies stock. The stock was sold at an average price of $438.91, for a total value of $72,001,868.77.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 17,932 shares of Dell Technologies stock. The stock was sold at an average price of $458.12, for a total value of $8,215,007.84.

Dell Technologies Price Performance

DELL opened at $395.53 on Friday. The stock has a market cap of $255.42 billion, a P/E ratio of 31.42, a P/E/G ratio of 0.84 and a beta of 1.30. The stock’s 50 day simple moving average is $264.63 and its 200 day simple moving average is $178.83. Dell Technologies Inc. has a 1-year low of $109.17 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly 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 business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 87.5% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Research analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Melius Research set a $565.00 target price on Dell Technologies in a report on Friday, May 29th. Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Bank of America increased their target price on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a report on Friday, May 29th. Finally, Truist Financial increased their price target on Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in DELL. Brighton Jones LLC raised its position in shares of Dell Technologies by 42.7% in the 4th 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 period. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies in the 2nd quarter worth $328,000. Marshall Wace LLP purchased a new position in shares of Dell Technologies in the 2nd quarter worth $809,000. Gamco Investors INC. ET AL raised its position in shares of Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after buying an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC raised its position in shares of Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after buying an additional 34,538 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.