Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $20,568,863.25 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 54,093 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $380.25, for a total transaction of $20,568,863.25. Following the completion of the sale, the director owned 75,341 shares in the company, valued at approximately $28,648,415.25. This trade represents a 41.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

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

• On Friday, June 12th, Spv-2 L.P. Sl sold 34,257 shares of Dell Technologies stock. The shares were sold at an average price of $403.12, for a total transaction of $13,809,681.84.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 62,084 shares of Dell Technologies stock. The shares were sold at an average price of $380.47, for a total transaction of $23,621,099.48.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 40,686 shares of Dell Technologies stock. The shares were sold at an average price of $394.99, for a total transaction of $16,070,563.14.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 25,436 shares of Dell Technologies stock. The shares were sold at an average price of $390.31, for a total transaction of $9,927,925.16.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 5,025 shares of Dell Technologies stock. The shares were sold at an average price of $404.68, for a total transaction of $2,033,517.00.
• On Monday, June 8th, Spv-2 L.P. Sl sold 131,040 shares of Dell Technologies stock. The shares were sold at an average price of $398.13, for a total transaction of $52,170,955.20.
• 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.

Dell Technologies Stock Up 4.0%

Shares of NYSE:DELL opened at $420.10 on Thursday. Dell Technologies Inc. has a fifty-two week low of $110.22 and a fifty-two week high of $469.47. The firm has a 50-day simple moving average of $278.85 and a 200 day simple moving average of $185.11. The company has a market cap of $271.28 billion, a PE ratio of 33.37, a P/E/G ratio of 0.87 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the prior year, the firm earned $1.55 EPS. Dell Technologies’s quarterly revenue was up 87.5% on a year-over-year basis. 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. As a group, research analysts forecast that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Dell Technologies Announces Dividend

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

Institutional Trading of Dell Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Parallel Advisors LLC raised its stake in shares of Dell Technologies by 8.8% in the 1st quarter. Parallel Advisors LLC now owns 6,973 shares of the technology company’s stock worth $1,145,000 after buying an additional 564 shares in the last quarter. Asset Dedication LLC raised its stake in shares of Dell Technologies by 1.7% in the 1st quarter. Asset Dedication LLC now owns 4,291 shares of the technology company’s stock worth $704,000 after buying an additional 73 shares in the last quarter. Groupama Asset Managment raised its stake in shares of Dell Technologies by 2.6% in the 1st quarter. Groupama Asset Managment now owns 2,902 shares of the technology company’s stock worth $476,000 after buying an additional 73 shares in the last quarter. Segall Bryant & Hamill LLC bought a new stake in shares of Dell Technologies in the 1st quarter worth $5,930,000. Finally, BankChampaign National Association acquired a new stake in Dell Technologies during the first quarter valued at approximately $595,000. Institutional investors own 76.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on DELL. 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 report on Friday, May 29th. TD Cowen upped their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. Loop Capital upped their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Susquehanna set a $289.00 target price on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday, May 29th. Finally, Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. One research 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 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.

More Dell Technologies News

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

• Positive Sentiment: Dell Federal Systems won a $1.44 billion U.S. Air Force contract, reinforcing the company’s growing government business and adding to optimism around enterprise demand. Dell Wins $1.44B Microsoft License Deal
• Positive Sentiment: Multiple reports pointed to surging AI server demand and said Dell may still be undervalued relative to its AI opportunity, supporting the bull case for continued growth. Dell’s Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand
• Positive Sentiment: Analysts and market commentary remained constructive, with several pieces noting Dell’s strong earnings, rising forecasts, and Buy ratings, which can support the stock’s upward trend. Dell Stock Looks Cheap Here With Higher Analyst Forecasts – Short Put Plays Are Attractive
• Positive Sentiment: Recent media attention also framed Dell as a trending momentum name, keeping trader interest elevated after its sharp rally this year. Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Dell declared a quarterly dividend of $0.63 per share, which is supportive for income investors but unlikely to be a major near-term stock driver. Dell Technologies Declares Quarterly Cash Dividend
• Neutral Sentiment: Dell completed a $3 billion senior notes offering, which improves capital flexibility but also adds leverage, making the impact mixed. Dell Technologies Completes $3 Billion Senior Notes Offering
• Negative Sentiment: Several insiders and Silver Lake-related directors sold shares recently, which can pressure sentiment even if the sales were preplanned or routine. SEC filing: Silver Lake Partners sale
• Negative Sentiment: One report warned that a memory crunch could disrupt server supply chains, a potential headwind for Dell’s AI and enterprise hardware shipments. Dell, HPE server supply upended by memory crunch

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.