Spv-2 L.P. Sl Sells 34,257 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director Spv-2 L.P. Sl sold 34,257 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $403.12, for a total transaction of $13,809,681.84. Following the sale, the director owned 91,809 shares in the company, valued at $37,010,044.08. This trade represents a 27.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

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

• On Thursday, June 11th, Spv-2 L.P. Sl sold 54,093 shares of Dell Technologies stock. The stock was sold at an average price of $380.25, for a total transaction of $20,568,863.25.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 62,084 shares of Dell Technologies stock. The stock was sold at an average price of $380.47, for a total transaction of $23,621,099.48.
• On Wednesday, June 10th, Spv-2 L.P. Sl sold 40,686 shares of Dell Technologies stock. The stock was sold at an average price of $394.99, for a total transaction of $16,070,563.14.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 25,436 shares of Dell Technologies stock. The stock was sold at an average price of $390.31, for a total transaction of $9,927,925.16.
• On Tuesday, June 9th, Spv-2 L.P. Sl sold 5,025 shares of Dell Technologies stock. The stock was sold at an average price of $404.68, for a total transaction of $2,033,517.00.
• On Monday, June 8th, Spv-2 L.P. Sl sold 131,040 shares of Dell Technologies stock. The stock was sold at an average price of $398.13, for a total transaction of $52,170,955.20.
• On Friday, June 5th, Spv-2 L.P. Sl sold 84,583 shares of Dell Technologies stock. The stock was sold at an average price of $403.00, for a total transaction of $34,086,949.00.
• 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 transaction of $30,140,665.04.
• On Thursday, June 4th, Spv-2 L.P. Sl sold 83,742 shares of Dell Technologies stock. The stock was sold at an average price of $424.55, for a total transaction of $35,552,666.10.
• 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 transaction of $33,092,263.28.

Dell Technologies Stock Down 1.2%

NYSE:DELL traded down $5.00 on Tuesday, reaching $404.07. 6,308,664 shares of the company’s stock were exchanged, compared to its average volume of 8,749,451. The business has a fifty day moving average of $269.31 and a 200-day moving average of $181.19. Dell Technologies Inc. has a 52-week low of $110.22 and a 52-week high of $469.47. The firm has a market capitalization of $260.93 billion, a price-to-earnings ratio of 32.09, a price-to-earnings-growth ratio of 0.85 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released 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 prior year, the firm earned $1.55 earnings per share. The business’s quarterly 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. As a group, equities analysts anticipate that Dell Technologies Inc. will post 17.6 earnings per share for the current year.

Analysts Set New Price Targets

DELL has been the topic of a number of recent research reports. Raymond James Financial lowered shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research note on Friday, May 29th. Morgan Stanley upgraded shares of Dell Technologies from an “underweight” rating to a “buy” rating in a research note on Friday, May 22nd. William Blair initiated coverage on shares of Dell Technologies in a research note on Monday, June 1st. They set a “neutral” rating on the stock. Roth Mkm initiated coverage on shares of Dell Technologies in a research note on Friday, May 29th. They set a “buy” rating on the stock. Finally, Mizuho upped their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research note on Monday, June 1st. One equities research 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 given a Sell rating to the company. Based on data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Dell Technologies by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock valued at $3,957,850,000 after purchasing an additional 1,355,841 shares in the last quarter. State Street Corp boosted its holdings in Dell Technologies by 1.8% in the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Bank of America Corp DE boosted its holdings in Dell Technologies by 7.6% in the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after purchasing an additional 1,011,101 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Dell Technologies by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after acquiring an additional 108,011 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after acquiring an additional 2,445,854 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Several recent articles argue Dell remains undervalued because its AI server and data-center business is expanding quickly, with one report highlighting a massive AI demand opportunity and another pointing to Dell’s growing backlog. The Dell Story Is No Longer Just About PCs. Here’s Why the Stock Still Looks Undervalued. DELL Stock Pulled Back. The AI Backlog Keeps Building
• Positive Sentiment: Dell was tied to stronger analyst and media sentiment, including reports that Wall Street still sees upside and that AI/server demand is lifting growth expectations. AI and Non-AI Servers Demand Leads to a Bullish View Around Dell Technologies (DELL) Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
• Positive Sentiment: Fresh contract news may have also helped sentiment: Dell Federal Systems secured a $1.44 billion U.S. Air Force deal, reinforcing the company’s exposure to large government IT spending. Dell Wins $1.44B Microsoft License Deal Dell Stock Gains on $1.44 Billion Air Force Contract Win
• Positive Sentiment: Another bullish theme is that Dell is increasingly being viewed as more than a PC maker, with AI memory demand and server demand keeping the stock on investor watchlists. AI Memory Demand Has Turned These 5 S&P 500 Stocks Into Market Leaders (DELL)
• Neutral Sentiment: Industry commentary noted Dell was recognized as a partner award winner and was mentioned in broader AI infrastructure coverage, which is supportive but not a direct earnings catalyst. Connection Recognized as Dell’s 2026 North America Channel Services Sales Partner of the Year
• Negative Sentiment: Recent insider sales by Dell-related directors could weigh on sentiment a bit, even if the transactions were preplanned and may not signal a change in fundamentals. SEC filing: Director Spv-2 L.P. Sl sale SEC filing: Silver Lake Partners Iv, L.P. sale SEC filing: Silver Lake Partners V. De (Aiv sale
• Negative Sentiment: One report said Dell and HPE server supply is being disrupted by a memory crunch, which could pressure shipments or margins if component shortages persist. Dell, HPE server supply upended by memory crunch

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.