Silver Lake Partners Iv, L.P. Sells 71,640 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 71,640 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $380.47, for a total value of $27,256,870.80. Following the completion of the transaction, the director directly owned 84,538 shares of the company’s stock, valued at approximately $32,164,172.86. This trade represents a 45.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

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

• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The shares were 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 shares were sold at an average price of $390.31, for a total transaction of $10,524,318.84.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 5,327 shares of Dell Technologies stock. The shares were sold at an average price of $404.68, for a total transaction of $2,155,730.36.
• On Monday, June 8th, Silver Lake Partners Iv, L.P. sold 138,885 shares of Dell Technologies stock. The stock was sold at an average price of $398.13, for a total transaction of $55,294,285.05.
• 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 shares were 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 transaction 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 transaction 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 transaction of $8,850,878.40.

Dell Technologies Stock Up 1.0%

Shares of NYSE DELL traded up $4.08 during trading on Friday, hitting $395.53. 6,046,932 shares of the company traded hands, compared to its average volume of 8,786,718. The firm has a market capitalization of $255.42 billion, a P/E ratio of 31.42, a P/E/G ratio of 0.80 and a beta of 1.30. The company has a 50-day moving average price of $260.10 and a 200-day moving average price of $177.31. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL) last issued its 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. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter last year, the firm 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. Research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors have recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies during the fourth quarter valued at approximately $25,000. Rossby Financial LCC grew 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 worth $26,000 after acquiring an additional 184 shares in the last quarter. Portus Wealth Advisors LLC bought a new stake in shares of Dell Technologies in the 1st quarter valued at approximately $35,000. Kemnay Advisory Services Inc. bought a new stake in shares of Dell Technologies in the 4th quarter valued at approximately $29,000. Finally, Navalign LLC acquired a new stake in shares of Dell Technologies during the 4th quarter valued at approximately $29,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on DELL shares. Daiwa Securities Group lifted their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a research report on Tuesday, June 2nd. Mizuho raised their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday, May 29th. Raymond James Financial downgraded Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Finally, TD Cowen boosted their price objective on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. 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, the company currently has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Key Headlines Impacting Dell Technologies

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

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.