Silver Lake Partners De (Aiv Sells 35,437 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 35,437 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $422.98, for a total transaction of $14,989,142.26. Following the completion of the sale, the director owned 94,207 shares in the company, valued at approximately $39,847,676.86. This trade represents a 27.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Dell Technologies Stock Down 6.2%

Dell Technologies stock opened at $395.72 on Friday. The company’s 50-day moving average price is $242.78 and its 200-day moving average price is $169.51. Dell Technologies Inc. has a twelve month low of $109.17 and a twelve month high of $469.47. The company has a market cap of $255.53 billion, a PE ratio of 31.43, a price-to-earnings-growth ratio of 1.16 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the previous year, the company earned $1.55 EPS. 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. As a group, sell-side analysts expect that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Royal Bank Of Canada assumed coverage on shares of Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating for the company. Sanford C. Bernstein lifted their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. Loop Capital lifted their price target on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the stock a “neutral” rating in a research note on Friday, May 29th. 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 analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $475.76.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
• Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
• Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
• Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position 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 valued at $3,957,850,000 after buying an additional 1,355,841 shares during the period. State Street Corp boosted 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 valued at $1,852,450,000 after buying an additional 265,740 shares during the period. Bank of America Corp DE boosted 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 valued at $2,362,624,000 after buying an additional 1,011,101 shares during the period. Geode Capital Management LLC boosted 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 valued at $939,808,000 after buying an additional 108,011 shares during the period. Finally, Invesco Ltd. boosted 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 valued at $919,051,000 after buying an additional 2,445,854 shares during the period. 76.37% of the stock is owned by hedge funds and other 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.