Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 72,854 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 72,854 shares of Dell Technologies stock in a transaction on Wednesday, July 8th. The shares were sold at an average price of $427.15, for a total transaction of $31,119,586.10. Following the completion of the sale, the director directly owned 46,192 shares of the company’s stock, valued at approximately $19,730,912.80. This trade represents a 61.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

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

• On Monday, July 6th, Silver Lake Partners Iv, L.P. sold 72,766 shares of Dell Technologies stock. The stock was sold at an average price of $410.52, for a total transaction of $29,871,898.32.
• On Friday, June 12th, Silver Lake Partners Iv, L.P. sold 39,537 shares of Dell Technologies stock. The shares were sold at an average price of $403.12, for a total value of $15,938,155.44.
• On Thursday, June 11th, Silver Lake Partners Iv, L.P. sold 62,403 shares of Dell Technologies stock. The stock was sold at an average price of $380.25, for a total value of $23,728,740.75.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 71,640 shares of Dell Technologies stock. The stock was sold at an average price of $380.47, for a total value of $27,256,870.80.
• On Wednesday, June 10th, Silver Lake Partners Iv, L.P. sold 46,946 shares of Dell Technologies stock. The shares were sold at an average price of $394.99, for a total value of $18,543,200.54.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 26,964 shares of Dell Technologies stock. The shares were sold at an average price of $390.31, for a total value of $10,524,318.84.
• On Tuesday, June 9th, Silver Lake Partners Iv, L.P. sold 5,327 shares of Dell Technologies stock. The stock was sold at an average price of $404.68, for a total value of $2,155,730.36.
• 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 Friday, June 5th, Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock. The shares were sold at an average price of $403.01, for a total transaction of $36,129,040.48.
• On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 90,304 shares of Dell Technologies stock. The stock was sold at an average price of $424.55, for a total transaction of $38,338,563.20.

Dell Technologies Trading Down 3.3%

Dell Technologies stock opened at $435.14 on Friday. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a market capitalization of $282.02 billion, a price-to-earnings ratio of 34.56, a price-to-earnings-growth ratio of 0.96 and a beta of 1.31. The firm’s fifty day moving average price is $354.07 and its two-hundred day moving average price is $218.57.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s 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. On average, research analysts forecast that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s payout ratio is 20.02%.

Institutional Trading of Dell Technologies

A number of large investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in Dell Technologies in the second quarter valued at approximately $328,000. Marshall Wace LLP bought a new position in Dell Technologies during the second quarter valued at $809,000. Gamco Investors INC. ET AL increased its position in 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 worth $819,000 after buying an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake 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 buying an additional 34,538 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Analyst Ratings Changes

A number of research analysts have recently weighed in on DELL shares. Barclays lowered Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Royal Bank Of Canada started coverage on Dell Technologies in a report on Friday, May 29th. They set an “outperform” rating for the company. Piper Sandler upped their target price on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Raymond James Financial downgraded shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Finally, Sanford C. Bernstein raised their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $492.76.

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.