Silver Lake Partners Iv, L.P. Sells 89,648 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $403.01, for a total transaction of $36,129,040.48. Following the completion of the transaction, the director directly owned 5,544 shares in the company, valued at $2,234,287.44. This trade represents a 94.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

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

• On Monday, June 8th, Silver Lake Partners Iv, L.P. sold 138,885 shares of Dell Technologies stock. The shares were sold at an average price of $398.13, for a total transaction of $55,294,285.05.
• 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 transaction of $38,338,563.20.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 78,425 shares of Dell Technologies stock. The shares were sold at an average price of $414.43, for a total transaction of $32,501,672.75.
• On Wednesday, June 3rd, Silver Lake Partners Iv, L.P. sold 84,365 shares of Dell Technologies stock. The shares were 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 shares were 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.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock. The shares were sold at an average price of $457.99, for a total transaction of $86,928,791.95.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 84,532 shares of Dell Technologies stock. The shares were sold at an average price of $445.96, for a total transaction of $37,697,890.72.

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $369.87 on Thursday. Dell Technologies Inc. has a fifty-two week low of $109.17 and a fifty-two week high of $469.47. The firm has a market capitalization of $238.84 billion, a P/E ratio of 29.38, a P/E/G ratio of 0.82 and a beta of 1.30. The company’s 50 day moving average price is $255.55 and its two-hundred day moving average price is $175.41.

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 net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter last year, the business posted $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. On average, analysts expect that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Hedge Funds Weigh In On Dell Technologies

A number of hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. raised its stake in Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares during the last quarter. State Street Corp raised its stake in Dell Technologies by 1.8% during the fourth 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 during the last quarter. Bank of America Corp DE raised its stake in Dell Technologies by 7.6% during the first 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 during the last quarter. Geode Capital Management LLC raised its stake in Dell Technologies by 1.5% during the fourth 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 during the last quarter. Finally, Invesco Ltd. raised its stake in Dell Technologies by 50.4% during the fourth 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 during the last quarter. Institutional investors own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on DELL shares. Barclays downgraded shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. TD Cowen raised their price target on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Roth Mkm started coverage on shares of Dell Technologies in a research note on Friday, May 29th. They set a “buy” rating for the company. Wells Fargo & Company raised their price target on shares of Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Finally, CLSA raised shares of Dell Technologies to an “outperform” rating in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s latest quarterly results were very strong, with EPS and revenue both far above expectations, reinforcing the AI server and infrastructure growth story that has driven bullish sentiment. Dell’s AI Toll Bridge Is Paved with Record Margins
• Positive Sentiment: Wall Street commentary continues to highlight Dell as a major beneficiary of AI infrastructure spending and recovering enterprise hardware demand, which supports the stock’s longer-term outlook. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
• Positive Sentiment: Analysts still point to strong upside potential, with recent price targets clustered well above the current share price, suggesting confidence in Dell’s AI momentum. Wall Street Analysts Believe Dell Technologies (DELL) Could Rally 27.29%
• Neutral Sentiment: Some recent coverage framed Dell as one of the best-performing growth stocks in 2026, reflecting strong momentum but not necessarily a new catalyst. 5 Best Performing Growth Stocks So Far in 2026
• Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the last several days, which can hurt sentiment because it raises questions about insider confidence and adds supply to the market. SEC insider sale filing
• Negative Sentiment: DELL has also been caught in a broader selloff in high-beta AI hardware stocks, as investors rotate out of the group after a sharp run-up in shares. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Recent market commentary also points to valuation and governance scrutiny, which may be making investors more cautious after the stock’s big rally. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

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.