Dell Technologies (NYSE:DELL) Director Sells $8,100,696.40 in Stock

June 17, 2026 by InsiderTrades.com

Key Points

Director Silver Lake Partners sold 20,095 Dell shares for about $8.1 million at an average price of $403.12, cutting the position by 28.51%. The sale was disclosed in an SEC filing.
Dell reported strong quarterly results, with earnings of $4.86 per share versus the $2.96 estimate and revenue of $43.84 billion, well above expectations. Revenue jumped 87.5% year over year.
Sentiment around the stock remains mixed but generally constructive: Dell is benefiting from AI server demand and a $1.44 billion U.S. Air Force contract, while analysts keep a consensus rating of Moderate Buy despite some recent insider selling.

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners De (Aiv sold 20,095 shares of the business's stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total transaction of $8,100,696.40. Following the sale, the director owned 50,381 shares of the company's stock, valued at approximately $20,309,588.72. The trade was a 28.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Dell Technologies Price Performance

AI Memory Demand Has Turned These 5 S&P 500 Stocks Into Market Leaders

DELL stock opened at $404.07 on Wednesday. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $469.47. The firm has a fifty day moving average price of $273.91 and a two-hundred day moving average price of $183.09. The firm has a market cap of $260.93 billion, a price-to-earnings ratio of 32.09, a PEG ratio of 0.88 and a beta of 1.30.

Dell Technologies (NYSE:DELL - Get Free Report) last released its 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. 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 analyst estimates of $35.74 billion. During the same quarter in the previous year, the firm earned $1.55 earnings per share. The firm'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, analysts expect that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Institutional Investors Weigh In On Dell Technologies

Build On a Strong Earnings Season With These 3 ETFs

Several institutional investors have recently bought and sold shares of the stock. Ariadne Wealth Management LP lifted its holdings in Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company's stock worth $508,000 after purchasing an additional 49 shares during the period. Bell Investment Advisors Inc lifted its holdings in Dell Technologies by 19.3% in the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company's stock valued at $53,000 after acquiring an additional 52 shares during the last quarter. Vectors Research Management LLC lifted its holdings in Dell Technologies by 0.4% in the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company's stock valued at $2,404,000 after acquiring an additional 55 shares during the last quarter. Raleigh Capital Management Inc. lifted its holdings in Dell Technologies by 6.9% in the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company's stock valued at $171,000 after acquiring an additional 67 shares during the last quarter. Finally, Equitable Trust Co. lifted its holdings in Dell Technologies by 2.9% in the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company's stock valued at $411,000 after acquiring an additional 71 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company's stock.

Dell Technologies News Roundup

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

Positive Sentiment: Dell Federal Systems won a $1.44 billion U.S. Air Force contract, adding to the company’s growing government business and reinforcing demand for its enterprise infrastructure offerings. Dell Wins $1.44B Microsoft License Deal
Positive Sentiment: Several bullish articles highlighted Dell’s AI server momentum, including reports that AI server revenue has surged and that the market may still be underestimating Dell’s AI opportunity. Dell's Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand The Dell Story Is No Longer Just About PCs. Here’s Why the Stock Still Looks Undervalued.
Positive Sentiment: Analyst commentary remained constructive, with a report saying Dell looks cheap relative to higher forecast revisions and another noting Wall Street recommendations still average to a Buy. Dell Stock Looks Cheap Here With Higher Analyst Forecasts - Short Put Plays Are Attractive Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
Positive Sentiment: Dell also continues to benefit from broad investor interest after strong earnings and a narrative that its AI backlog keeps building, which supports the stock’s longer-term growth case. DELL Stock Pulled Back. The AI Backlog Keeps Building
Neutral Sentiment: Dell completed a $3 billion senior notes offering, which may support liquidity and capital structure flexibility, but it also increases leverage and is not clearly a direct near-term catalyst. Dell Technologies Completes $3 Billion Senior Notes Offering
Negative Sentiment: Multiple Dell insiders and Silver Lake-related directors sold shares recently, which can weigh on sentiment even if the sales were preplanned or routine. SEC filing: David W. Dorman sale
Negative Sentiment: One industry report warned that memory shortages are disrupting server supply chains, a possible headwind for Dell’s server shipments and margins. Dell, HPE server supply upended by memory crunch

Analyst Upgrades and Downgrades

AI Server Earnings: Wall Street Sees One Clear Standout

DELL has been the subject of several recent research reports. Raymond James Financial lowered shares of Dell Technologies from an "outperform" rating to a "market perform" rating in a research report on Friday, May 29th. Roth Mkm initiated coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set a "buy" rating for the company. Morgan Stanley upgraded shares of Dell Technologies from an "underweight" rating to a "buy" rating in a research report on Friday, May 22nd. UBS Group set a $700.00 price target on shares of Dell Technologies in a research report on Friday, May 29th. Finally, Barclays lowered shares of Dell Technologies from an "overweight" rating to a "reduce" 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 issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Dell Technologies presently has a consensus rating of "Moderate Buy" and an average target price of $475.76.

View Our Latest Stock Report on Dell Technologies

Dell Technologies Company Profile

(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.