Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 31,749 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 31,749 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $380.25, for a total value of $12,072,557.25. Following the sale, the director owned 42,290 shares of the company’s stock, valued at $16,080,772.50. This trade represents a 42.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Dell Technologies Trading Up 3.2%

Shares of NYSE DELL traded up $12.76 during mid-day trading on Monday, reaching $408.33. The company had a trading volume of 7,020,201 shares, compared to its average volume of 8,771,188. The company has a 50-day moving average price of $269.31 and a two-hundred day moving average price of $181.19. The stock has a market cap of $263.68 billion, a PE ratio of 32.43, a P/E/G ratio of 0.85 and a beta of 1.30. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS 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 business had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the prior year, the business posted $1.55 earnings per share. Dell Technologies’s revenue 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, research analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Hedge Funds Weigh In On Dell Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp lifted its position in Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after buying an additional 265,740 shares in the last quarter. Bank of America Corp DE lifted its position in Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after buying an additional 1,011,101 shares in the last quarter. Geode Capital Management LLC lifted its position in Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after buying an additional 108,011 shares in the last quarter. Finally, Invesco Ltd. lifted its position in Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Wall Street analyst sentiment remains favorable, with the average brokerage recommendation on Dell equivalent to a Buy, which can reinforce bullish momentum in the stock. Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
• Positive Sentiment: Dell continues to benefit from AI infrastructure demand, including collaboration with AMD on UK AI supercomputing projects, which supports the long-term growth narrative for Dell’s servers and enterprise hardware. Is AMD’s £2 Billion UK AI Bet Altering The Investment Case For Advanced Micro Devices (AMD)?
• Positive Sentiment: Recent coverage says Dell is still a trending and widely watched stock, and articles highlighting a sharp rally and rising analyst targets can attract additional buying interest. Michael Dell’s Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
• Positive Sentiment: One bullish take argues Dell is positioned to benefit from powerful AI and server tailwinds, suggesting continued upside if enterprise demand stays strong. A $1.24 Trillion Reason to Buy Dell Stock Now
• Neutral Sentiment: Several Zacks and Yahoo Finance pieces mainly note that Dell is a trending stock and review existing bullish sentiment, but they do not add major new fundamentals. Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: A CIO Dive report warns that a memory-chip crunch is disrupting server supply across Dell and HPE, which could pressure near-term shipments, margins, or delivery timelines if shortages persist. Dell, HPE server supply upended by memory crunch

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Bank of America boosted their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, May 29th. William Blair began coverage on shares of Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating for the company. UBS Group set a $700.00 price objective on shares of Dell Technologies in a research note on Friday, May 29th. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. Finally, Morgan Stanley raised shares of Dell Technologies from an “underweight” rating to a “buy” rating in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price 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.