Silver Lake Partners De (Aiv Sells 8,118 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 8,118 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $458.12, for a total transaction of $3,719,018.16. Following the completion of the sale, the director directly owned 79,906 shares of the company’s stock, valued at approximately $36,606,536.72. This trade represents a 9.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Dell Technologies Stock Up 0.2%

Shares of Dell Technologies stock traded up $0.65 during mid-day trading on Thursday, hitting $421.73. The stock had a trading volume of 12,268,499 shares, compared to its average volume of 11,189,695. The firm has a 50-day moving average of $238.55 and a two-hundred day moving average of $167.92. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47. The firm has a market cap of $272.33 billion, a P/E ratio of 33.50, a price-to-earnings-growth ratio of 1.24 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the prior year, the business posted $1.55 EPS. The business’s revenue for the quarter was up 87.5% compared to the same quarter last year. 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. Sell-side analysts expect that Dell Technologies Inc. will post 12.93 earnings per share for the current year.

Institutional Investors Weigh In On Dell Technologies

A number of hedge funds have recently added to or reduced their stakes in DELL. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $25,000. Rossby Financial LCC increased its position 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 valued at $26,000 after purchasing an additional 184 shares during the last quarter. Portus Wealth Advisors LLC purchased a new stake in shares of Dell Technologies in the 1st quarter valued at approximately $35,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $29,000. Finally, Navalign LLC purchased a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $29,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell’s AI story is getting stronger: the company is among the first PC makers expected to launch premium AI PCs with Nvidia’s new RTX Spark chip, extending its AI momentum beyond servers into laptops and desktops. Article Title
• Positive Sentiment: Analysts and momentum traders remain bullish after Dell’s earnings beat and raised outlook, with coverage highlighting record AI orders, a $60 billion AI-server opportunity, and stronger earnings expectations. Article Title
• Positive Sentiment: Dell’s recent Zacks Rank #1 (Strong Buy) upgrade adds to the bullish near-term narrative and may keep buyers interested. Article Title
• Positive Sentiment: Additional coverage continues to frame Dell as an AI infrastructure winner rather than just a PC maker, reinforcing the stock’s rerating. Article Title
• Neutral Sentiment: A few headlines mentioned Dell in broader discussions about AI stocks, ETF flows, and political trading commentary, but these appear more narrative-driven than direct business catalysts. Article Title
• Negative Sentiment: Several directors affiliated with Silver Lake disclosed large stock sales, which could raise concern that insiders are cashing in after the sharp rally. Article Title

Wall Street Analysts Forecast Growth

DELL has been the topic of several recent analyst reports. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 15th. Wells Fargo & Company increased their target price on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Truist Financial increased their target price on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a report on Friday, May 29th. Finally, Evercore increased their target price on shares of Dell Technologies from $270.00 to $450.00 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 assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average price target 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.