Spv-2 L.P. Sl Sells 62,084 Shares of Dell Technologies (NYSE:DELL) Stock

Key Points

• Insider selling: Director Spv-2 L.P. Sl sold 62,084 Dell shares at an average price of $380.47, bringing the total transaction to about $23.6 million. The sale reduced the director’s ownership by 40.81%.
• Strong earnings beat: Dell recently reported quarterly EPS of $4.86 versus the $2.96 consensus estimate, while revenue of $43.84 billion also topped expectations. Revenue rose 87.5% year over year.
• Positive Wall Street outlook: Several analysts have raised targets or issued bullish ratings on Dell, with the current consensus price target at $475.76 and a “Moderate Buy” rating overall. Institutional ownership also remains high at 76.37%.

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Spv-2 L.P. Sl sold 62,084 shares of Dell Technologies stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $380.47, for a total transaction of $23,621,099.48. Following the transaction, the director directly owned 90,054 shares of the company's stock, valued at approximately $34,262,845.38. This represents a 40.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

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

• 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 shares were sold at an average price of $390.31, for a total value 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 value 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 value of $52,170,955.20.
• On Friday, June 5th, Spv-2 L.P. Sl sold 84,583 shares of Dell Technologies stock. The shares were sold at an average price of $403.00, for a total value 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 value 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 value 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.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 164,047 shares of Dell Technologies stock. The stock was sold at an average price of $438.91, for a total transaction of $72,001,868.77.
• On Tuesday, June 2nd, Spv-2 L.P. Sl sold 17,932 shares of Dell Technologies stock. The shares were sold at an average price of $458.12, for a total transaction of $8,215,007.84.

Dell Technologies Stock Performance

Dell Technologies stock traded up $4.08 during trading hours on Friday, hitting $395.53. The company had a trading volume of 6,046,932 shares, compared to its average volume of 8,786,718. The firm has a market cap of $255.42 billion, a P/E ratio of 31.42, a P/E/G ratio of 0.80 and a beta of 1.30. The company has a 50-day moving average price of $260.10 and a two-hundred day moving average price of $177.31. Dell Technologies Inc. has a 1 year low of $109.17 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion during 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 company's revenue was up 87.5% on a year-over-year basis. During the same quarter in the previous 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. As a group, equities research analysts anticipate that Dell Technologies Inc. will post 17.6 EPS for the current year.

More Dell Technologies News

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

Wall Street Analyst Weigh In

DELL has been the topic of several research reports. CLSA upgraded Dell Technologies to an "outperform" rating in a research note on Friday, May 29th. Piper Sandler increased their target price on shares of Dell Technologies from $167.00 to $497.00 and gave the stock an "overweight" rating in a report on Friday, May 29th. The Goldman Sachs Group boosted their price target on shares of Dell Technologies from $230.00 to $500.00 and gave the company a "buy" rating in a report on Monday, June 1st. Citigroup assumed coverage on shares of Dell Technologies in a research report on Monday, June 1st. They issued an "outperform" rating for the company. Finally, Wells Fargo & Company lifted their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the company 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 given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Dell Technologies has an average rating of "Moderate Buy" and a consensus price target of $475.76.

Institutional Trading of Dell Technologies

A number of institutional investors have recently modified their holdings of the company. Brighton Jones LLC lifted its position in Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company's stock valued at $347,000 after purchasing an additional 901 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies during the 2nd quarter valued at about $328,000. Marshall Wace LLP purchased a new stake in shares of Dell Technologies in the second quarter worth about $809,000. Gamco Investors INC. ET AL grew its holdings in Dell Technologies by 30.2% during the second 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 grew its holdings in Dell Technologies by 147.2% during the second 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.

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.

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