Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 131,040 Shares

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 131,040 shares of the company’s stock in a transaction that occurred on 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 transaction, the director directly owned 12,619 shares in the company, valued at approximately $5,024,002.47. This represents a 91.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

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

• 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 shares were 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 shares were sold at an average price of $458.12, for a total value of $8,215,007.84.
• On Monday, June 1st, Spv-2 L.P. Sl sold 78,339 shares of Dell Technologies stock. The shares were sold at an average price of $445.96, for a total value of $34,936,060.44.
• On Monday, June 1st, Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99.

Dell Technologies Trading Down 3.1%

Shares of NYSE DELL traded down $11.91 during trading hours on Wednesday, reaching $369.87. The stock had a trading volume of 9,226,058 shares, compared to its average volume of 8,819,450. The firm has a market cap of $238.84 billion, a price-to-earnings ratio of 29.38, a P/E/G ratio of 0.89 and a beta of 1.30. The business’s fifty day moving average price is $255.55 and its two-hundred day moving average price is $175.41. Dell Technologies Inc. has a 52-week low of $109.17 and a 52-week high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly 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 analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s quarterly revenue was up 87.5% on a year-over-year basis. During the same quarter in the previous year, the business 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. Equities research analysts anticipate that Dell Technologies Inc. will post 17.05 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of analyst reports. Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Bank of America upped their target price on Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Citigroup initiated coverage on Dell Technologies in a report on Monday, June 1st. They set an “outperform” rating for the company. The Goldman Sachs Group upped their target price on Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Finally, Sanford C. Bernstein upped their target price on Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

Key Stories Impacting Dell Technologies

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

Several hedge funds and other institutional investors have recently made changes to their positions in DELL. Providence Capital Advisors LLC acquired a new position in shares of Dell Technologies in the 3rd quarter valued at $7,060,000. Campbell Capital Management Inc. increased its position in shares of Dell Technologies by 34.0% in the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after acquiring an additional 20,362 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in Dell Technologies during the 4th quarter worth about $23,332,000. ProShare Advisors LLC grew its position in Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares during the period. Finally, Prospera Financial Services Inc grew its position in Dell Technologies by 54.3% during the 3rd quarter. Prospera Financial Services Inc now owns 41,492 shares of the technology company’s stock worth $5,886,000 after purchasing an additional 14,604 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.