Silver Lake Partners De (Aiv Sells 20,095 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 20,095 shares of the firm’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $8,100,696.40. Following the completion of the sale, the director directly owned 50,381 shares in the company, valued at approximately $20,309,588.72. This represents a 28.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink.

Dell Technologies Price Performance

Shares of NYSE DELL traded down $5.00 during mid-day trading on Tuesday, hitting $404.07. 6,308,664 shares of the stock traded hands, compared to its average volume of 8,749,451. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $469.47. The company has a market cap of $260.93 billion, a PE ratio of 32.09, a price-to-earnings-growth ratio of 0.85 and a beta of 1.30. The firm has a 50 day simple moving average of $269.31 and a two-hundred day simple moving average of $181.19.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate 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 business posted $1.55 EPS. Dell Technologies’s revenue for the quarter was up 87.5% on a year-over-year basis. 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 17.6 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Parallel Advisors LLC raised its position in shares of Dell Technologies by 8.8% in the 1st quarter. Parallel Advisors LLC now owns 6,973 shares of the technology company’s stock worth $1,145,000 after acquiring an additional 564 shares in the last quarter. Asset Dedication LLC raised its position in shares of Dell Technologies by 1.7% in the 1st quarter. Asset Dedication LLC now owns 4,291 shares of the technology company’s stock worth $704,000 after acquiring an additional 73 shares in the last quarter. Groupama Asset Managment raised its position in shares of Dell Technologies by 2.6% in the 1st quarter. Groupama Asset Managment now owns 2,902 shares of the technology company’s stock worth $476,000 after acquiring an additional 73 shares in the last quarter. Segall Bryant & Hamill LLC bought a new position in shares of Dell Technologies in the 1st quarter worth about $5,930,000. Finally, BankChampaign National Association bought a new position in shares of Dell Technologies in the 1st quarter worth about $595,000. 76.37% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on DELL shares. Evercore raised their price objective on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a 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 report on Friday, May 29th. UBS Group set a $700.00 target price on Dell Technologies in a report on Friday, May 29th. JPMorgan Chase & Co. lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Finally, Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Dell Technologies News Summary

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

• Positive Sentiment: Several recent articles argue Dell remains undervalued because its AI server and data-center business is expanding quickly, with one report highlighting a massive AI demand opportunity and another pointing to Dell’s growing backlog. The Dell Story Is No Longer Just About PCs. Here’s Why the Stock Still Looks Undervalued. DELL Stock Pulled Back. The AI Backlog Keeps Building
• Positive Sentiment: Dell was tied to stronger analyst and media sentiment, including reports that Wall Street still sees upside and that AI/server demand is lifting growth expectations. AI and Non-AI Servers Demand Leads to a Bullish View Around Dell Technologies (DELL) Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
• Positive Sentiment: Fresh contract news may have also helped sentiment: Dell Federal Systems secured a $1.44 billion U.S. Air Force deal, reinforcing the company’s exposure to large government IT spending. Dell Wins $1.44B Microsoft License Deal Dell Stock Gains on $1.44 Billion Air Force Contract Win
• Positive Sentiment: Another bullish theme is that Dell is increasingly being viewed as more than a PC maker, with AI memory demand and server demand keeping the stock on investor watchlists. AI Memory Demand Has Turned These 5 S&P 500 Stocks Into Market Leaders (DELL)
• Neutral Sentiment: Industry commentary noted Dell was recognized as a partner award winner and was mentioned in broader AI infrastructure coverage, which is supportive but not a direct earnings catalyst. Connection Recognized as Dell’s 2026 North America Channel Services Sales Partner of the Year
• Negative Sentiment: Recent insider sales by Dell-related directors could weigh on sentiment a bit, even if the transactions were preplanned and may not signal a change in fundamentals. SEC filing: Director Spv-2 L.P. Sl sale SEC filing: Silver Lake Partners Iv, L.P. sale SEC filing: Silver Lake Partners V. De (Aiv sale
• Negative Sentiment: One report said Dell and HPE server supply is being disrupted by a memory crunch, which could pressure shipments or margins if component shortages persist. Dell, HPE server supply upended by memory crunch

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.