Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 164,047 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 164,047 shares of Dell Technologies stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $438.91, for a total transaction of $72,001,868.77. Following the sale, the director directly owned 44,163 shares in the company, valued at approximately $19,383,582.33. This trade represents a 78.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

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

• 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 Trading Up 0.2%

DELL traded up $0.65 on Thursday, hitting $421.73. 12,268,499 shares of the company’s stock were exchanged, compared to its average volume of 11,189,695. Dell Technologies Inc. has a fifty-two week low of $109.17 and a fifty-two week high of $469.47. The firm has a 50-day moving average price of $238.55 and a 200-day moving average price of $167.92. The stock has a market cap of $272.33 billion, a price-to-earnings ratio of 33.50, a P/E/G ratio of 1.24 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 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 company had revenue of $43.84 billion for the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter in the previous year, the company posted $1.55 EPS. The firm’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. On average, equities analysts predict that Dell Technologies Inc. will post 12.93 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on DELL. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Roth Mkm began coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set a “buy” rating on the stock. Sanford C. Bernstein boosted 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. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Finally, Melius Research set a $565.00 price target on shares of Dell Technologies in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently bought and sold shares of DELL. Ariadne Wealth Management LP boosted its holdings in shares of Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after acquiring an additional 49 shares during the period. Bell Investment Advisors Inc boosted its holdings in shares of Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after acquiring an additional 52 shares during the period. Vectors Research Management LLC boosted its holdings in shares of Dell Technologies by 0.4% in the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after acquiring an additional 55 shares during the period. Raleigh Capital Management Inc. boosted its holdings in shares of Dell Technologies by 6.9% in the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after acquiring an additional 67 shares during the period. Finally, Flagship Harbor Advisors LLC boosted its holdings in shares of Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after acquiring an additional 71 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI story is getting stronger: the company is among the first PC makers expected to launch premium AI PCs with Nvidia’s new RTX Spark chip, extending its AI momentum beyond servers into laptops and desktops. Article Title
• Positive Sentiment: Analysts and momentum traders remain bullish after Dell’s earnings beat and raised outlook, with coverage highlighting record AI orders, a $60 billion AI-server opportunity, and stronger earnings expectations. Article Title
• Positive Sentiment: Dell’s recent Zacks Rank #1 (Strong Buy) upgrade adds to the bullish near-term narrative and may keep buyers interested. Article Title
• Positive Sentiment: Additional coverage continues to frame Dell as an AI infrastructure winner rather than just a PC maker, reinforcing the stock’s rerating. Article Title
• Neutral Sentiment: A few headlines mentioned Dell in broader discussions about AI stocks, ETF flows, and political trading commentary, but these appear more narrative-driven than direct business catalysts. Article Title
• Negative Sentiment: Several directors affiliated with Silver Lake disclosed large stock sales, which could raise concern that insiders are cashing in after the sharp rally. Article Title

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.