Silver Lake Partners De (Aiv Sells 36,436 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 36,436 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $380.47, for a total transaction of $13,862,804.92. Following the completion of the sale, the director directly owned 53,425 shares of the company’s stock, valued at approximately $20,326,609.75. This represents a 40.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Dell Technologies Stock Performance

Shares of DELL stock traded up $4.08 during mid-day trading on Friday, hitting $395.53. 6,046,932 shares of the stock traded hands, compared to its average volume of 8,786,718. The company’s 50-day simple moving average is $260.10 and its 200-day simple moving average is $177.31. Dell Technologies Inc. has a twelve month low of $109.17 and a twelve month high of $469.47. The firm has a market cap of $255.42 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 0.80 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its earnings results 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. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the company earned $1.55 earnings per share. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. 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. Analysts forecast that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Dell Technologies News Roundup

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Hedge Funds Weigh In On Dell Technologies

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. State Street Corp boosted its holdings in Dell Technologies by 1.8% in the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Bank of America Corp DE boosted its holdings in Dell Technologies by 7.6% in 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 purchasing an additional 1,011,101 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Dell Technologies by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on DELL shares. Melius Research set a $565.00 price objective on Dell Technologies in a research report on Friday, May 29th. Raymond James Financial downgraded shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. TD Cowen boosted their target price 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. Barclays downgraded shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note on Friday, May 29th. Finally, Bank of America boosted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

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.