Silver Lake Partners Iv, L.P. Sells 176,754 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners Iv, L.P. sold 176,754 shares of Dell Technologies stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $438.91, for a total transaction of $77,579,098.14. Following the completion of the sale, the director owned 36,984 shares in the company, valued at approximately $16,232,647.44. This represents a 82.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

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

• On Tuesday, June 2nd, Silver Lake Partners Iv, L.P. sold 19,320 shares of Dell Technologies stock. The shares were sold at an average price of $458.12, for a total transaction of $8,850,878.40.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95.
• On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 84,532 shares of Dell Technologies stock. The stock was sold at an average price of $445.96, for a total transaction of $37,697,890.72.

Dell Technologies Trading Up 0.2%

Shares of DELL stock traded up $0.65 during trading hours on Thursday, reaching $421.73. 12,268,499 shares of the stock were exchanged, compared to its average volume of 8,781,620. Dell Technologies Inc. has a 12-month low of $109.17 and a 12-month high of $469.47. The company’s 50-day moving average price is $238.55 and its 200-day moving average price is $167.92. The firm has a market capitalization of $272.33 billion, a price-to-earnings ratio of 33.50, a price-to-earnings-growth ratio of 1.28 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping 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 firm’s revenue for the quarter was up 87.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.55 EPS. 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, sell-side analysts expect that Dell Technologies Inc. will post 12.93 EPS for the current year.

Dell Technologies News Summary

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

• Positive Sentiment: Dell is getting strong bullish attention after its Q1 results showed major upside in earnings, revenue, and AI-server demand, reinforcing the view that it is becoming a key AI infrastructure supplier rather than just a PC maker. Article Title
• Positive Sentiment: Analysts and momentum traders are still turning more constructive, with Dell recently upgraded to Zacks Rank #1 (Strong Buy), which can support further near-term gains. Article Title
• Positive Sentiment: Coverage continues to highlight Dell’s role in the AI buildout, with reports emphasizing record margins, a growing AI-server outlook, and a major government cloud/infrastructure contract that strengthens the growth story. Article Title
• Neutral Sentiment: Media attention around Michael Dell’s rising wealth and comparisons with other tech billionaires reflects the strength of the rally, but does not directly change the business outlook. Article Title
• Negative Sentiment: Large insider sales by Silver Lake-related directors may create some caution after the sharp run-up, even though the sales come after a very strong stock move. Article Title

Hedge Funds Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Commonwealth Retirement Investments LLC purchased a new position in shares of Dell Technologies in the fourth quarter worth about $25,000. Rossby Financial LCC lifted its stake in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares in the last quarter. Portus Wealth Advisors LLC purchased a new position in Dell Technologies during the first quarter worth about $35,000. Kemnay Advisory Services Inc. purchased a new position in Dell Technologies during the fourth quarter worth about $29,000. Finally, Navalign LLC purchased a new position in Dell Technologies during the fourth quarter worth about $29,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

DELL has been the topic of several analyst reports. Barclays lowered shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday, May 29th. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. HSBC upgraded shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Citic Securities raised their price target on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday. Finally, Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average 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.