Dell Technologies (NYSE:DELL) Shares Down 3.1% After Insider Selling

Shares of Dell Technologies Inc. (NYSE:DELL) dropped 3.1% on Wednesday following insider selling activity. The stock traded as low as $369.66 and last traded at $369.87. Approximately 8,710,873 shares changed hands during mid-day trading, a decline of 1% from the average daily volume of 8,814,698 shares. The stock had previously closed at $381.78.

Specifically, Director Silver Lake Partners V. De (Aiv sold 36,736 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $403.00, for a total value of $14,804,608.00. Following the completion of the transaction, the director owned 43,384 shares of the company’s stock, valued at approximately $17,483,752. This trade represents a 45.85% 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. Also, Director Spv-2 L.P. Sl sold 84,583 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $403.00, for a total transaction of $34,086,949.00. Following the completion of the transaction, the director directly owned 8,149 shares of the company’s stock, valued at approximately $3,284,047. This trade represents a 91.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In other news, Director Silver Lake Partners Iv, L.P. sold 89,648 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $403.01, for a total transaction of $36,129,040.48. Following the completion of the transaction, the director directly owned 5,544 shares in the company, valued at $2,234,287.44. This represents a 94.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent research reports. Citic Securities increased their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Barclays downgraded shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research note 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. Mizuho increased their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research note on Monday, June 1st. Finally, Daiwa Securities Group increased their price objective on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell continues to be highlighted as a leading AI infrastructure beneficiary, with articles pointing to strong server demand, record backlog, and revenue growth that helped it beat earnings expectations. MU and DELL: 2 AI Infrastructure Stocks Crushing NVDA in 2026
• Positive Sentiment: Wall Street commentary remains constructive on Dell’s AI and enterprise demand outlook, with analysts still citing meaningful upside from current levels and favorable price targets. Wall Street Analysts Believe Dell Technologies Could Rally 27.29%
• Positive Sentiment: Dell was also featured in growth-stock and AI-infrastructure coverage, reinforcing the view that it is one of the year’s strongest large-cap technology performers. 5 Best Performing Growth Stocks So Far in 2026
• Neutral Sentiment: Several reports compare Dell favorably with peers like Super Micro, but much of the discussion is already reflected in the stock’s sharp year-to-date rally. Super Micro Computer vs Dell Technologies: The Better Stock For 2026
• Negative Sentiment: Large recent insider sales by Silver Lake-linked directors are the main near-term overhang, with multiple filings showing tens of millions of dollars in stock sold after earnings. SEC insider sale filing
• Negative Sentiment: DELL has also been caught in a broader selloff in high-beta AI hardware names as investors rotate out of the sector and take profits after a strong run. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Some coverage also notes governance and political scrutiny around Dell’s stock ownership and endorsements, adding a layer of uncertainty for investors. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

Dell Technologies Price Performance

The company’s 50-day simple moving average is $251.44 and its 200-day simple moving average is $173.64. The stock has a market capitalization of $238.84 billion, a price-to-earnings ratio of 29.38, a P/E/G ratio of 0.89 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data 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. The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s revenue for the quarter was up 87.5% compared to the same quarter last year. During the same period last year, the business posted $1.55 earnings per share. 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. Research analysts expect that Dell Technologies Inc. will post 17.05 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Commonwealth Retirement Investments LLC bought a new position in shares of Dell Technologies during the fourth quarter worth approximately $25,000. Rossby Financial LCC increased its holdings in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the period. Navalign LLC bought a new position in shares of Dell Technologies during the fourth quarter worth approximately $29,000. Kemnay Advisory Services Inc. bought a new position in shares of Dell Technologies during the fourth quarter worth approximately $29,000. Finally, WealthCollab LLC increased its holdings in shares of Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares during the period. 76.37% of the stock is owned by institutional investors.

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.