Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $55,294,285.05 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 138,885 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $398.13, for a total value of $55,294,285.05. Following the completion of the sale, the director directly owned 8,585 shares of the company’s stock, valued at $3,417,946.05. The trade was a 94.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 71,640 shares of Dell Technologies stock. The stock was sold at an average price of $380.47, for a total value of $27,256,870.80.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The stock was sold at an average price of $394.99, for a total value of $18,543,200.54.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 26,964 shares of Dell Technologies stock. The stock was sold at an average price of $390.31, for a total value of $10,524,318.84.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 5,327 shares of Dell Technologies stock. The stock was sold at an average price of $404.68, for a total value of $2,155,730.36.
• On Friday, June 5th, Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock. The stock was sold at an average price of $403.01, for a total value of $36,129,040.48.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 90,304 shares of Dell Technologies stock. The stock was sold at an average price of $424.55, for a total value of $38,338,563.20.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 78,425 shares of Dell Technologies stock. The stock was sold at an average price of $414.43, for a total value of $32,501,672.75.
• On Wednesday, June 3rd, Silver Lake Partners Iv, L.P. sold 84,365 shares of Dell Technologies stock. The stock was 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 stock was 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 stock was sold at an average price of $458.12, for a total value of $8,850,878.40.

Dell Technologies Trading Up 1.0%

DELL opened at $395.53 on Friday. The stock has a fifty day simple moving average of $264.63 and a two-hundred day simple moving average of $178.83. The company has a market cap of $255.42 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 0.84 and a beta of 1.30. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business 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 firm’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same quarter in the prior 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, analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DELL. Citic Securities raised their price target on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a report on Monday, June 1st. Argus raised their price target on Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 29th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Truist Financial raised their price target on Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a report on Friday, May 29th. Finally, Raymond James Financial downgraded Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. One 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Dell Technologies News Summary

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

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently bought and sold shares of DELL. Brighton Jones LLC boosted its position in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in Dell Technologies in the second quarter worth about $328,000. Marshall Wace LLP purchased a new position in Dell Technologies in the second quarter worth about $809,000. Gamco Investors INC. ET AL boosted its position in Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after purchasing an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its position in Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after purchasing an additional 34,538 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

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.