Dell Technologies (NYSE:DELL) Director Spv-2 L.P. Sl Sells 131,040 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 131,040 shares of the stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $398.13, for a total transaction of $52,170,955.20. Following the completion of the transaction, the director directly owned 12,619 shares in the company, valued at approximately $5,024,002.47. This represents a 91.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Spv-2 L.P. Sl also recently made the following trade(s):

• On Friday, June 5th, Spv-2 L.P. Sl sold 84,583 shares of Dell Technologies stock. The shares were sold at an average price of $403.00, for a total transaction of $34,086,949.00.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 72,728 shares of Dell Technologies stock. The shares were sold at an average price of $414.43, for a total transaction of $30,140,665.04.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 83,742 shares of Dell Technologies stock. The shares were sold at an average price of $424.55, for a total transaction of $35,552,666.10.
• On Wednesday, June 3rd, Spv-2 L.P. Sl sold 78,236 shares of Dell Technologies stock. The shares were sold at an average price of $422.98, for a total transaction of $33,092,263.28.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 164,047 shares of Dell Technologies stock. The shares were sold at an average price of $438.91, for a total transaction of $72,001,868.77.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 17,932 shares of Dell Technologies stock. The stock was sold at an average price of $458.12, for a total transaction of $8,215,007.84.
• On Monday, June 1st, Spv-2 L.P. Sl sold 78,339 shares of Dell Technologies stock. The stock was sold at an average price of $445.96, for a total transaction of $34,936,060.44.
• On Monday, June 1st, Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99.

Dell Technologies Stock Down 3.1%

Shares of NYSE:DELL opened at $369.87 on Thursday. The company’s 50 day moving average price is $255.55 and its two-hundred day moving average price is $175.41. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47. The firm has a market cap of $238.84 billion, a PE ratio of 29.38, a PEG ratio of 0.82 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last announced 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 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 in the prior year, the business posted $1.55 EPS. The business’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. On average, research analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current year.

Institutional Trading of Dell Technologies

Several large investors have recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies in the fourth quarter valued at approximately $25,000. Rossby Financial LCC boosted its position in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares in the last quarter. Portus Wealth Advisors LLC acquired a new stake in Dell Technologies in the first quarter valued at approximately $35,000. Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies in the fourth quarter valued at approximately $29,000. Finally, Navalign LLC acquired a new stake in Dell Technologies in the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Summary

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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Bank of America increased their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Royal Bank Of Canada started coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set an “outperform” rating on the stock. JPMorgan Chase & Co. increased their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Finally, Daiwa Securities Group increased their price target on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 2nd. 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.