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 company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $380.25, for a total value of $12,072,557.25. Following the completion of the transaction, the director owned 42,290 shares of the company’s stock, valued at approximately $16,080,772.50. This represents a 42.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Dell Technologies Stock Up 3.2%

NYSE DELL opened at $408.33 on Tuesday. 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. The business has a 50 day moving average price of $269.31 and a two-hundred day moving average price of $181.19. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47.

Dell Technologies (NYSE:DELL) last released 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. The company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The business’s revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the business posted $1.55 EPS. 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. Sell-side analysts anticipate that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Institutional Investors Weigh In On Dell Technologies

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

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Several recent articles argue Dell is benefiting from strong AI and server demand, with one piece highlighting a “$1.24 trillion reason” to buy the stock and citing expanding market share and rising growth forecasts. A $1.24 Trillion Reason to Buy Dell Stock Now
• Positive Sentiment: Wall Street sentiment remains constructive, with brokerage recommendations on Dell averaging to a Buy, supporting the case that investors still see upside in the shares. Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
• Positive Sentiment: Dell was also described as a trending stock across financial media, reflecting heightened investor interest and momentum after a sharp rally this year. Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: AMD’s new UK AI investment includes collaborations with Dell Technologies on AI supercomputing infrastructure, which could reinforce Dell’s role in AI systems but is not a direct earnings announcement for Dell. Is AMD’s £2 Billion UK AI Bet Altering The Investment Case For Advanced Micro Devices (AMD)?
• Negative Sentiment: Three Dell directors, including Silver Lake-related entities, disclosed sizable stock sales at $380.25 per share, which can raise concerns about insider confidence even though the sales were disclosed and may be routine. 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 industry report said Dell and HPE server supply is being disrupted by a memory crunch, a potential headwind if component shortages pressure shipments or margins. Dell, HPE server supply upended by memory crunch

Analyst Ratings Changes

DELL has been the subject of several research analyst reports. Bank of America increased their target price on Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. Susquehanna set a $289.00 target price on Dell Technologies and gave the company a “neutral” rating in a research note on Friday, May 29th. Citic Securities upped their price target on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Finally, Evercore upped their price target on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. One investment 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 assigned a Sell rating to the company. According to MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and an average price target of $475.76.

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.