Dell Technologies (NYSE:DELL) Director Silver Lake Partners Iv, L.P. Sells 189,805 Shares

Posted by George Bondi on Jun 4th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares in the company, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

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

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 Stock Performance

Shares of NYSE DELL opened at $421.03 on Thursday. The firm’s 50 day moving average price is $233.65 and its 200-day moving average price is $165.89. The company has a market cap of $271.88 billion, a PE ratio of 33.44, a P/E/G ratio of 1.28 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.

Dell Technologies (NYSE:DELL – Get Free Report) last issued 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. The firm had revenue of $43.84 billion for 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 was up 87.5% on a year-over-year basis. During the same quarter in the prior year, the firm 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. On average, analysts forecast that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Institutional Trading of Dell Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies during the fourth quarter valued at approximately $25,000. Rossby Financial LCC increased its holdings in Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares during the last quarter. Navalign LLC purchased a new stake in Dell Technologies during the fourth quarter valued at approximately $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies during the fourth quarter valued at approximately $29,000. Finally, WealthCollab LLC increased its holdings in Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after buying an additional 114 shares during the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on DELL. Loop Capital upped their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Citigroup started coverage on shares of Dell Technologies in a research note on Monday. They issued an “outperform” rating on the stock. Bank of America increased their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. UBS Group set a $700.00 price objective on shares of Dell Technologies in a research report on Friday, May 29th. Finally, CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Read Our Latest Research Report on Dell Technologies

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: Dell is getting more bullish coverage after its huge Q1 beat, with multiple articles highlighting AI-server demand, a $60 billion AI-server outlook, and upgraded earnings optimism that could keep the stock elevated. Article Title
Positive Sentiment: Multiple reports say Dell is benefiting from the AI buildout, including commentary that it is becoming a key AI infrastructure supplier rather than just a PC maker, which supports the stock’s rerating. Article Title
Positive Sentiment: Dell and Nvidia unveiled an XPS 16 Creator Edition powered by the RTX Spark platform, adding another AI-related product catalyst. Article Title
Positive Sentiment: Dell was also named a Zacks Rank #1 (Strong Buy), reinforcing the bullish near-term outlook from analysts and momentum traders. Article Title
Neutral Sentiment: A column on Sen. Elizabeth Warren’s criticism of Trump trades mentioned Dell as one of several stocks in the discussion, but this is more a political headline than a direct company-specific business driver. Article Title
Negative Sentiment: Several Dell directors tied to Silver Lake disclosed large stock sales on June 1, which may raise some concerns about insider selling after the rally. Article Title

About Dell Technologies

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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.