Silver Lake Partners De (Aiv Sells 56,926 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 56,926 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $398.13, for a total value of $22,663,948.38. Following the completion of the transaction, the director directly owned 66,287 shares of the company’s stock, valued at approximately $26,390,843.31. This trade represents a 46.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Dell Technologies Trading Up 5.9%

NYSE DELL opened at $391.69 on Friday. The stock has a market capitalization of $252.93 billion, a price-to-earnings ratio of 31.11, a PEG ratio of 0.80 and a beta of 1.30. Dell Technologies Inc. has a twelve month low of $109.17 and a twelve month high of $469.47. The stock has a 50-day moving average of $260.10 and a 200 day moving average of $177.31.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates 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%.Dell Technologies’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Equities analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Key Dell Technologies News

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

• Positive Sentiment: Dell’s AI infrastructure momentum remains the main bullish driver, with coverage citing a massive backlog, strong demand, and supply constraints that support revenue visibility. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: IREN announced a $1.6 billion agreement with Dell for Blackwell AI systems, underscoring Dell’s role in the AI buildout and adding to investor enthusiasm around future hardware sales. IREN Limited Signs $1.6B Agreement With Dell
• Positive Sentiment: Analysts continue to point to Dell’s earnings strength and attractive valuation metrics, including strong EPS growth and solid interest coverage, which support the rally. 4 Stocks That Stand Out on Attractive Interest Coverage Ratios
• Neutral Sentiment: Several articles framed Dell as one of 2026’s best-performing growth stocks, but these pieces largely describe the already-strong momentum rather than a fresh catalyst. 5 Best Performing Growth Stocks So Far in 2026
• Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the past few days, and that insider selling may weigh on sentiment even if the sales do not change the broader AI growth thesis. SEC insider sale filing

Analysts Set New Price Targets

A number of research firms recently weighed in on DELL. Citic Securities upped their price target on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Mizuho upped their price target on Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a report on Monday, June 1st. JPMorgan Chase & Co. upped their price target on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. Finally, Roth Mkm assumed coverage on Dell Technologies in a report on Friday, May 29th. They issued a “buy” rating for the company. 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $475.76.

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently bought and sold shares of DELL. Brighton Jones LLC grew its position in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Dell Technologies in the second quarter valued at approximately $328,000. Marshall Wace LLP purchased a new stake in shares of Dell Technologies in the second quarter valued at approximately $809,000. Gamco Investors INC. ET AL grew its position in shares of Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after purchasing an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC grew its position in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after purchasing an additional 34,538 shares in the last quarter. 76.37% of the stock is currently 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.