Silver Lake Partners Iv, L.P. Sells 189,805 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the sale, the director owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

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

• 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 stock was sold at an average price of $458.12, for a total transaction of $8,850,878.40.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 84,532 shares of Dell Technologies stock. The stock was sold at an average price of $445.96, for a total transaction of $37,697,890.72.

Dell Technologies Stock Performance

DELL opened at $421.73 on Friday. The company’s 50 day simple moving average is $238.55 and its 200 day simple moving average is $167.92. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47. The stock has a market capitalization of $272.33 billion, a PE ratio of 33.50, a P/E/G ratio of 1.24 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same period last year, the company earned $1.55 earnings per share. The company’s quarterly revenue 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. As a group, sell-side analysts expect that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on DELL shares. Mizuho raised their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research report on Monday. Citigroup initiated coverage on shares of Dell Technologies in a research note on Monday. They set an “outperform” rating for the company. Truist Financial boosted their price objective on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. UBS Group set a $700.00 price objective on shares of Dell Technologies in a research note on Friday, May 29th. Finally, Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. One research 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 data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

More Dell Technologies News

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

• Positive Sentiment: Dell’s AI story is getting stronger: the company is among the first PC makers expected to launch premium AI PCs with Nvidia’s new RTX Spark chip, extending its AI momentum beyond servers into laptops and desktops. Article Title
• Positive Sentiment: Analysts and momentum traders remain bullish after Dell’s earnings beat and raised outlook, with coverage highlighting record AI orders, a $60 billion AI-server opportunity, and stronger earnings expectations. Article Title
• Positive Sentiment: Dell’s recent Zacks Rank #1 (Strong Buy) upgrade adds to the bullish near-term narrative and may keep buyers interested. Article Title
• Positive Sentiment: Additional coverage continues to frame Dell as an AI infrastructure winner rather than just a PC maker, reinforcing the stock’s rerating. Article Title
• Neutral Sentiment: A few headlines mentioned Dell in broader discussions about AI stocks, ETF flows, and political trading commentary, but these appear more narrative-driven than direct business catalysts. Article Title
• Negative Sentiment: Several directors affiliated with Silver Lake disclosed large stock sales, which could raise concern that insiders are cashing in after the sharp rally. Article Title

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in DELL. Providence Capital Advisors LLC acquired a new stake in Dell Technologies in the third quarter valued at $7,060,000. Campbell Capital Management Inc. raised its holdings in Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after acquiring an additional 20,362 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in Dell Technologies in the fourth quarter valued at $23,332,000. ProShare Advisors LLC raised its holdings in Dell Technologies by 10.5% in the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after acquiring an additional 7,642 shares in the last quarter. Finally, Prospera Financial Services Inc raised its holdings in Dell Technologies by 54.3% in the third quarter. Prospera Financial Services Inc now owns 41,492 shares of the technology company’s stock valued at $5,886,000 after acquiring an additional 14,604 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

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.