Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 83,742 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 83,742 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $424.55, for a total value of $35,552,666.10. Following the transaction, the director owned 22,545 shares of the company’s stock, valued at approximately $9,571,479.75. This represents a 78.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

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

• On Thursday, June 4th, Spv-2 L.P. Sl sold 72,728 shares of Dell Technologies stock. The stock was sold at an average price of $414.43, for a total value of $30,140,665.04.
• On Wednesday, June 3rd, Spv-2 L.P. Sl sold 78,236 shares of Dell Technologies stock. The stock was sold at an average price of $422.98, for a total value of $33,092,263.28.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 164,047 shares of Dell Technologies stock. The stock was sold at an average price of $438.91, for a total value of $72,001,868.77.
• 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 value 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 value 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 value of $80,560,898.99.

Dell Technologies Stock Performance

Shares of NYSE DELL traded up $5.75 during mid-day trading on Monday, reaching $400.14. 8,515,897 shares of the company’s stock were exchanged, compared to its average volume of 11,503,263. The firm has a market capitalization of $258.39 billion, a price-to-earnings ratio of 31.78, a PEG ratio of 1.16 and a beta of 1.30. Dell Technologies Inc. has a 52-week low of $109.17 and a 52-week high of $469.47. The company’s 50-day moving average is $247.27 and its 200-day moving average is $171.80.

Dell Technologies (NYSE:DELL) last posted 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 negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the prior year, the company earned $1.55 EPS. Dell Technologies’s 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. As a group, equities analysts predict that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on DELL shares. Weiss Ratings raised Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Mizuho increased their target price on Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research note on Monday, June 1st. Raymond James Financial lowered Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. Guggenheim raised Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Finally, Royal Bank Of Canada started coverage on Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $475.76.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in DELL. Norges Bank acquired a new position in Dell Technologies during the fourth quarter worth approximately $607,349,000. Wellington Management Group LLP increased its position in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after buying an additional 2,937,137 shares during the period. Invesco Ltd. increased its position in Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the period. Michael & Susan Dell Foundation increased its position in Dell Technologies by 533.3% during the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after buying an additional 2,258,797 shares during the period. Finally, Franklin Resources Inc. increased its position in Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after buying an additional 1,685,529 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI-server and infrastructure business is being highlighted as a key growth driver, with reports pointing to sharply higher ISG revenue, strong backlog, and continued demand from AI partnerships. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
• Positive Sentiment: Shares are also rising on renewed AI-order buzz, including speculation that Dell could benefit from a fresh xAI-related purchase, which supports sentiment around near-term server demand. A New xAI Purchase? Super Micro (SMCI) and Dell Stocks Rise on Order Buzz
• Positive Sentiment: Analysts and market commentary continue to frame Dell as one of the standout AI server winners, with the stock benefiting from a broader re-rating of AI hardware stocks. AI Server Earnings: Wall Street Sees One Clear Standout
• Neutral Sentiment: Dell also received a channel-partner accolade, with AHEAD named Dell Technologies North America Channel Partner of the Year, a supportive but not major stock-moving development. AHEAD Named Dell Technologies North America Channel Partner of the Year
• Negative Sentiment: Offsetting the optimism, Dell is facing fresh political and governance scrutiny after President Trump’s stock purchase and public endorsement drew conflict-of-interest concerns, which could add valuation uncertainty. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story
• Negative Sentiment: Recent insider and related-party selling by a Dell director and Silver Lake-linked entities may weigh on sentiment, even if the sales are not necessarily a change in the company’s fundamentals. Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $3,719,018.16 in Stock

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.