Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $86,928,791.95 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Silver Lake Partners Iv, L.P. also recently made the following trade(s):

• 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 value of $8,850,878.40.
• 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 value of $37,697,890.72.

Dell Technologies Stock Down 6.2%

DELL stock opened at $395.72 on Friday. The business has a 50 day moving average price of $242.78 and a two-hundred day moving average price of $169.51. The company has a market cap of $255.53 billion, a price-to-earnings ratio of 31.43, a P/E/G ratio of 1.24 and a beta of 1.30. Dell Technologies Inc. has a twelve month low of $109.17 and a twelve month high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share 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 the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business’s revenue was up 87.5% compared to the same quarter last year. During the same period last 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. On average, equities research analysts anticipate that Dell Technologies Inc. will post 12.93 EPS for the current fiscal year.

Dell Technologies News Roundup

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

• Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
• Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
• Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
• Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

Hedge Funds Weigh In On Dell Technologies

Hedge funds have recently added to or reduced their stakes in the stock. Commonwealth Retirement Investments LLC bought a new position in Dell Technologies during the 4th quarter worth $25,000. Rossby Financial LCC increased its stake in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares during the period. Navalign LLC bought a new position in Dell Technologies during the 4th quarter worth $29,000. Kemnay Advisory Services Inc. bought a new position in Dell Technologies during the 4th quarter worth $29,000. Finally, WealthCollab LLC raised its holdings in shares of Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on DELL. Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. Bank of America raised their price objective on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Mizuho raised their price objective on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Finally, Citic Securities raised their price objective on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus 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.