Dell Technologies (NYSE:DELL) Director Sells $14,804,608.00 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 36,736 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $403.00, for a total value of $14,804,608.00. Following the transaction, the director directly owned 43,384 shares in the company, valued at $17,483,752. The trade was a 45.85% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Dell Technologies Trading Up 5.9%

DELL opened at $391.69 on Friday. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47. The business’s fifty day simple moving average is $260.10 and its 200-day simple moving average is $177.31. The company has a market capitalization of $252.93 billion, a price-to-earnings ratio of 31.11, a PEG ratio of 0.80 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 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter last year, the company earned $1.55 earnings per share. The firm’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. On average, equities research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current year.

Institutional Investors Weigh In On Dell Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Ariadne Wealth Management LP raised its stake in shares of Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after purchasing an additional 49 shares during the last quarter. Bell Investment Advisors Inc raised its stake in shares of Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after purchasing an additional 52 shares during the last quarter. Vectors Research Management LLC raised its stake in shares of Dell Technologies by 0.4% in the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after purchasing an additional 55 shares during the last quarter. Raleigh Capital Management Inc. raised its stake in shares of Dell Technologies by 6.9% in the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after purchasing an additional 67 shares during the last quarter. Finally, Equitable Trust Co. raised its stake in shares of Dell Technologies by 2.9% in the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after purchasing an additional 71 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

DELL has been the topic of a number of recent research reports. 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. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. 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. Melius Research set a $565.00 price objective on Dell Technologies in a research report on Friday, May 29th. Finally, Mizuho increased their price target on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s AI infrastructure momentum remains the main bullish driver, with coverage citing a massive backlog, strong demand, and supply constraints that support revenue visibility. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: IREN announced a $1.6 billion agreement with Dell for Blackwell AI systems, underscoring Dell’s role in the AI buildout and adding to investor enthusiasm around future hardware sales. IREN Limited Signs $1.6B Agreement With Dell
• Positive Sentiment: Analysts continue to point to Dell’s earnings strength and attractive valuation metrics, including strong EPS growth and solid interest coverage, which support the rally. 4 Stocks That Stand Out on Attractive Interest Coverage Ratios
• Neutral Sentiment: Several articles framed Dell as one of 2026’s best-performing growth stocks, but these pieces largely describe the already-strong momentum rather than a fresh catalyst. 5 Best Performing Growth Stocks So Far in 2026
• Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the past few days, and that insider selling may weigh on sentiment even if the sales do not change the broader AI growth thesis. SEC insider sale filing

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.