Dell Technologies (NYSE:DELL) Director Sells $34,086,949.00 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 84,583 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $403.00, for a total transaction of $34,086,949.00. Following the transaction, the director directly owned 8,149 shares of the company’s stock, valued at $3,284,047. This represents a 91.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

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

• 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 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 shares were 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 shares were 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 shares were sold at an average price of $457.99, for a total transaction of $80,560,898.99.

Dell Technologies Trading Up 5.9%

NYSE:DELL opened at $391.69 on Friday. Dell Technologies Inc. has a 1-year low of $109.17 and a 1-year high of $469.47. The firm has a fifty day simple moving average of $260.10 and a 200 day simple moving average of $177.31. The stock has a market capitalization of $252.93 billion, a PE ratio of 31.11, a P/E/G ratio of 0.80 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 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 during the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the previous year, the business posted $1.55 earnings per share. The company’s revenue for the quarter 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, equities analysts predict that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have commented on DELL shares. Daiwa Securities Group lifted their price objective 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. Evercore lifted their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Bank of America lifted their price objective 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. Raymond James Financial cut shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. Finally, Truist Financial lifted their price objective on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. One investment 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, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Institutional Investors Weigh In On Dell Technologies

Hedge funds and other institutional investors have recently modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies during the fourth quarter worth $25,000. Rossby Financial LCC raised its stake 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 purchasing an additional 184 shares in the last quarter. Navalign LLC acquired a new position in Dell Technologies in the fourth quarter valued at about $29,000. Kemnay Advisory Services Inc. acquired a new position in Dell Technologies in the fourth quarter valued at about $29,000. Finally, WealthCollab LLC raised its stake in Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell’s AI infrastructure momentum remains the main bullish driver, with coverage citing a massive backlog, strong demand, and supply constraints that support revenue visibility. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: IREN announced a $1.6 billion agreement with Dell for Blackwell AI systems, underscoring Dell’s role in the AI buildout and adding to investor enthusiasm around future hardware sales. IREN Limited Signs $1.6B Agreement With Dell
• Positive Sentiment: Analysts continue to point to Dell’s earnings strength and attractive valuation metrics, including strong EPS growth and solid interest coverage, which support the rally. 4 Stocks That Stand Out on Attractive Interest Coverage Ratios
• Neutral Sentiment: Several articles framed Dell as one of 2026’s best-performing growth stocks, but these pieces largely describe the already-strong momentum rather than a fresh catalyst. 5 Best Performing Growth Stocks So Far in 2026
• Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the past few days, and that insider selling may weigh on sentiment even if the sales do not change the broader AI growth thesis. SEC insider sale filing

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.