Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $38,338,563.20 in Stock

Posted by Francis Steltz on Jun 11th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners Iv, L.P. sold 90,304 shares of Dell Technologies stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $424.55, for a total transaction of $38,338,563.20. Following the completion of the transaction, the director owned 15,040 shares of the company’s stock, valued at $6,385,232. This trade represents a 85.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

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

On Monday, June 8th, Silver Lake Partners Iv, L.P. sold 138,885 shares of Dell Technologies stock. The shares were sold at an average price of $398.13, for a total transaction of $55,294,285.05.
On Friday, June 5th, Silver Lake Partners Iv, L.P. sold 89,648 shares of Dell Technologies stock. The stock was sold at an average price of $403.01, for a total transaction of $36,129,040.48.
On Thursday, June 4th, Silver Lake Partners Iv, L.P. sold 78,425 shares of Dell Technologies stock. The stock was sold at an average price of $414.43, for a total transaction of $32,501,672.75.
On Wednesday, June 3rd, Silver Lake Partners Iv, L.P. sold 84,365 shares of Dell Technologies stock. The stock was sold at an average price of $422.98, for a total transaction of $35,684,707.70.
On Tuesday, June 2nd, Silver Lake Partners Iv, L.P. sold 176,754 shares of Dell Technologies stock. The stock was sold at an average price of $438.91, for a total transaction of $77,579,098.14.
On Tuesday, June 2nd, Silver Lake Partners Iv, L.P. sold 19,320 shares of Dell Technologies stock. The stock was sold at an average price of $458.12, for a total transaction of $8,850,878.40.
On Monday, June 1st, Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95.
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 Price Performance

DELL stock opened at $369.87 on Thursday. The company has a 50 day moving average price of $255.55 and a 200 day moving average price of $175.41. Dell Technologies Inc. has a fifty-two week low of $109.17 and a fifty-two week high of $469.47. The stock has a market capitalization of $238.84 billion, a PE ratio of 29.38, a price-to-earnings-growth ratio of 0.82 and a beta of 1.30.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate 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 quarter in the previous year, the company posted $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 expect that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. JPMorgan Chase & Co. upped their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, May 29th. Melius Research set a $565.00 target price on shares of Dell Technologies in a research report on Friday, May 29th. TD Cowen upped their target price on shares of Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research report on Friday, May 29th. Morgan Stanley upgraded shares of Dell Technologies from an “underweight” rating to a “buy” rating in a research report on Friday, May 22nd. Finally, Loop Capital upped their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research report on Friday, May 29th. One 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 given a Sell rating to the company. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

Check Out Our Latest Report on DELL

Dell Technologies News Roundup

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

Positive Sentiment: Dell’s latest quarterly results were very strong, with EPS and revenue both far above expectations, reinforcing the AI server and infrastructure growth story that has driven bullish sentiment. Dell’s AI Toll Bridge Is Paved with Record Margins
Positive Sentiment: Wall Street commentary continues to highlight Dell as a major beneficiary of AI infrastructure spending and recovering enterprise hardware demand, which supports the stock’s longer-term outlook. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
Positive Sentiment: Analysts still point to strong upside potential, with recent price targets clustered well above the current share price, suggesting confidence in Dell’s AI momentum. Wall Street Analysts Believe Dell Technologies (DELL) Could Rally 27.29%
Neutral Sentiment: Some recent coverage framed Dell as one of the best-performing growth stocks in 2026, reflecting strong momentum but not necessarily a new catalyst. 5 Best Performing Growth Stocks So Far in 2026
Negative Sentiment: Multiple Silver Lake-linked directors disclosed large share sales over the last several days, which can hurt sentiment because it raises questions about insider confidence and adds supply to the market. SEC insider sale filing
Negative Sentiment: DELL has also been caught in a broader selloff in high-beta AI hardware stocks, as investors rotate out of the group after a sharp run-up in shares. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
Negative Sentiment: Recent market commentary also points to valuation and governance scrutiny, which may be making investors more cautious after the stock’s big rally. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

Hedge Funds Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. grew 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 period. State Street Corp boosted its stake in Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares during the period. Bank of America Corp DE boosted its stake in 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 worth $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Geode Capital Management LLC boosted its stake in 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 worth $939,808,000 after purchasing an additional 108,011 shares during the period. Finally, Invesco Ltd. boosted its stake in Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after purchasing an additional 2,445,854 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

About Dell Technologies

(Get Free Report)

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.