Silver Lake Partners De (Aiv Sells 36,736 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 36,736 shares of the firm’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $403.00, for a total value of $14,804,608.00. Following the sale, the director directly owned 43,384 shares in the company, valued at approximately $17,483,752. This represents a 45.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Dell Technologies Price Performance

NYSE DELL opened at $369.87 on Thursday. The firm has a market cap 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. Dell Technologies Inc. has a one year low of $109.17 and a one year high of $469.47. The stock’s 50-day moving average is $255.55 and its 200-day moving average is $175.41.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period last year, the company earned $1.55 earnings per share. 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. Equities analysts anticipate that Dell Technologies Inc. will post 17.6 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts recently issued reports on DELL shares. Argus increased their price objective on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Citic Securities increased their price objective on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Zacks Research upgraded Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. UBS Group set a $700.00 price objective on Dell Technologies in a report on Friday, May 29th. Finally, Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average 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

Institutional Trading of Dell Technologies

Hedge funds have recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC lifted its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Navalign LLC acquired a new position in Dell Technologies in the 4th quarter valued at $29,000. Kemnay Advisory Services Inc. acquired a new position in Dell Technologies in the 4th quarter valued at $29,000. Finally, WealthCollab LLC raised its holdings in Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after acquiring an additional 114 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.