Silver Lake Partners De (Aiv Sells 36,736 Shares of Dell Technologies (NYSE:DELL) Stock

09 Jun 2026, 23:19 by Kim Johansen · The Markets Daily

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Silver Lake Partners De (Aiv sold 36,736 shares of the 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 $14,804,608.00. Following the transaction, the director directly owned 43,384 shares of the company’s stock, valued at $17,483,752. The trade was a 45.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Dell Technologies Stock Down 5.1%

DELL stock traded down $20.33 during midday trading on Tuesday, hitting $380.44. The company’s stock had a trading volume of 10,440,182 shares, compared to its average volume of 8,815,413. Dell Technologies Inc. has a 52-week low of $109.17 and a 52-week high of $469.47. The firm has a market capitalization of $245.67 billion, a P/E ratio of 30.22, a PEG ratio of 1.16 and a beta of 1.30. The firm has a 50-day simple moving average of $251.44 and a 200-day simple moving average of $173.64.

Dell Technologies (NYSE:DELL – Get Free Report) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating 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 company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter last year, the company posted $1.55 EPS. The firm’s revenue 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, sell-side analysts expect that Dell Technologies Inc. will post 12.93 earnings per share for the current fiscal year.

Key Dell Technologies News

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

Positive Sentiment: Wall Street continues to view Dell as a key beneficiary of AI infrastructure spending, with reports citing strong AI-server demand, a large backlog, and improving enterprise hardware demand. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
Positive Sentiment: Analyst commentary says Dell remains well positioned for AI and enterprise demand, supporting the view that recent stock gains have been backed by real business momentum. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
Positive Sentiment: Recent AI-order buzz, including speculation around a possible xAI-related purchase, is helping fuel near-term optimism for Dell’s server business. A New xAI Purchase? Super Micro (SMCI) and Dell Stocks Rise on Order Buzz
Neutral Sentiment: Dell also picked up a channel-partner award, with AHEAD named its North America Channel Partner of the Year, a supportive but limited catalyst. AHEAD Named Dell Technologies North America Channel Partner of the Year
Negative Sentiment: Fresh insider selling by Silver Lake-linked directors is weighing on sentiment, as multiple large sales were disclosed over the past few days. Dell Technologies insider trades
Negative Sentiment: Shares are also being hit by a broader risk-off move in AI hardware stocks, with Dell falling alongside peers like Super Micro as investors trim exposure to the group. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
Negative Sentiment: Political and governance scrutiny around Michael Dell’s stock purchase and public endorsement has added another source of uncertainty for investors. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of DELL. Brighton Jones LLC boosted its stake in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after acquiring an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Dell Technologies during the second quarter worth $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies during the second quarter worth $809,000. Gamco Investors INC. ET AL increased its holdings in shares of Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after acquiring an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC increased its holdings in shares of Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after acquiring an additional 34,538 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

DELL has been the subject of several recent research reports. TD Cowen raised their price target 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. HSBC raised shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th. 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. The Goldman Sachs Group lifted their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Finally, Sanford C. Bernstein lifted their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

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Dell Technologies Company Profile

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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.