Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $22,663,948.38 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 56,926 shares of Dell Technologies stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $398.13, for a total transaction of $22,663,948.38. Following the sale, the director directly owned 66,287 shares in the company, valued at $26,390,843.31. This trade represents a 46.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Dell Technologies Price Performance

DELL opened at $395.53 on Friday. Dell Technologies Inc. has a fifty-two week low of $109.17 and a fifty-two week high of $469.47. The firm has a market capitalization of $255.42 billion, a price-to-earnings ratio of 31.42, a PEG ratio of 0.84 and a beta of 1.30. The company’s 50 day moving average price is $264.63 and its two-hundred day moving average price is $178.83.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the firm posted $1.55 EPS. The company’s revenue for the quarter 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. As a group, equities research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current year.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of DELL. Providence Capital Advisors LLC acquired a new position in shares of Dell Technologies during the 3rd quarter valued at $7,060,000. Campbell Capital Management Inc. lifted its position in shares of Dell Technologies by 34.0% during the 4th quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock valued at $10,094,000 after acquiring an additional 20,362 shares during the period. ProShare Advisors LLC lifted its position in shares of Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after acquiring an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in shares of Dell Technologies during the 4th quarter valued at $23,332,000. Finally, Prospera Financial Services Inc lifted its position in shares of Dell Technologies by 54.3% during the 3rd quarter. Prospera Financial Services Inc now owns 41,492 shares of the technology company’s stock valued at $5,886,000 after acquiring an additional 14,604 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on DELL. Citigroup began coverage on shares of Dell Technologies in a report on Monday, June 1st. They set an “outperform” rating on the stock. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Roth Mkm began coverage on shares of Dell Technologies in a report on Friday, May 29th. They set a “buy” rating on the stock. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Finally, Wells Fargo & Company boosted their target price on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. One 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. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $475.76.

About Dell Technologies

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.