Rep. John McGuire Sells Off Shares of Dell Technologies Inc. (NYSE:DELL)

Representative John McGuire (Republican-Virginia) recently sold shares of Dell Technologies Inc. (NYSE:DELL). In a filing disclosed on June 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Dell Technologies stock on June 4th. The trade occurred in the Representative’s “MERRILL LYNCH SEP IRA” account.

Representative John McGuire also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Meta Platforms (NASDAQ:META) on 6/4/2026.
• Purchased $1,001 – $15,000 in shares of Apple (NASDAQ:AAPL) on 4/15/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 4/15/2026.
• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 4/15/2026.

Dell Technologies Price Performance

Shares of DELL stock opened at $391.69 on Friday. The stock has a market cap of $252.93 billion, a PE ratio of 31.11, a price-to-earnings-growth ratio of 0.80 and a beta of 1.30. The stock has a 50-day moving average of $260.10 and a 200-day moving average of $177.31. Dell Technologies Inc. has a one year low of $109.17 and a one year high of $469.47.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the business posted $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. As a group, research analysts anticipate that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

More Dell Technologies News

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

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after buying an additional 1,355,841 shares during the last quarter. State Street Corp boosted its holdings in shares of Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after buying an additional 265,740 shares during the last quarter. Bank of America Corp DE boosted its holdings in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after buying an additional 1,011,101 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after buying an additional 108,011 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after buying an additional 2,445,854 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on DELL shares. Citic Securities upped their price target on Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Loop Capital increased their target price on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, Guggenheim raised Dell Technologies to a “buy” rating in a research note on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

Insider Activity

In other news, Director Silver Lake Partners Iv, L.P. sold 5,327 shares of the stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $404.68, for a total value of $2,155,730.36. Following the completion of the sale, the director owned 1,993 shares of the company’s stock, valued at approximately $806,527.24. This represents a 72.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Silver Lake Partners V. De (Aiv sold 2,183 shares of the stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $404.68, for a total value of $883,416.44. Following the completion of the sale, the director directly owned 71,609 shares of the company’s stock, valued at approximately $28,978,730.12. The trade was a 2.96% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 4,708,716 shares of company stock valued at $1,393,130,840. 41.50% of the stock is owned by insiders.

About Representative McGuire

John McGuire (Republican Party) is a member of the U.S. House, representing Virginia’s 5th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

McGuire (Republican Party) is running for re-election to the U.S. House to represent Virginia’s 5th Congressional District. He declared candidacy for the 2026 election.

John McGuire was born in Richmond, Virginia. McGuire graduated from Henrico High School. He served as a U.S. Navy Seal from 1988 to 1998. His professional experience includes founding SEAL Team Physical Training Inc.

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.