David Dorman Sells Shares of Dell Technologies
David Dorman sold 41,292 shares of Dell Technologies, valued at $16.76 million.
Key Points
- David Dorman sold 41,292 shares of Dell Technologies on June 12, 2026, at an average price of $405.89, totaling $16.76 million.
- Dell Technologies, trading near $409.07, has a market cap of $265.1 billion and a P/E ratio of 31.54.
- Analysts maintain a 'buy' consensus with a mean target price of $483.83 for Dell Technologies.
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On June 12, 2026, David Dorman sold 41,292 shares of Dell Technologies Inc. (NYSE:DELL) at an average price of $405.89 per share. This transaction was valued at approximately $16.76 million. The sale was not part of a pre-planned trading program.
Insider Buying and Selling at Dell Technologies Inc.
David Dorman's recent sale of 41,292 shares on June 12 was notable. Additionally, Silver Lake Technology Investors V, L.P. sold 345 shares, and SL SPV-2, L.P. sold 34,257 shares on the same day. Meanwhile, SL SPV-2, L.P. also bought 50,725 shares. These insider transactions were not conducted under Rule 10b5-1 plans.
Other Institutional Activity in Dell Technologies
Several major institutional investors have also adjusted their positions in Dell Technologies. BlackRock, Inc. reduced its stake by 514,877 shares, holding 24,749,402 shares worth about $4.06 billion. Vanguard Capital Management LLC established a new position with 19,436,711 shares valued at approximately $3.19 billion. Bank of America Corp added 1,011,101 shares, bringing its total to 14,394,835 shares valued at $2.36 billion. State Street Corp trimmed its holdings by 375,583 shares, ending with 14,340,415 shares valued at $2.35 billion. Invesco Ltd. increased its position by 1,613,660 shares, now holding 8,914,668 shares worth $1.46 billion.
Dell Technologies Inc. Stock Down 10.3%
Shares of Dell Technologies (NYSE:DELL) are trading near $409.07. The company boasts a market capitalization of around $265.1 billion and a P/E ratio of 31.54. Dell's stock has seen a 52-week low of $110.22 and a high of $469.47. It has a 50-day moving average of $268.40 and a 200-day moving average of $169.33. The company's beta is 1.378, indicating higher volatility compared to the market.
$DELL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Dell Technologies reported revenue of $134 billion, with a growth rate of 0.875. The company achieved a net margin of 6.28% and an EPS of $12.97. Its return on equity was not specified, but the next earnings report is expected on September 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
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Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 upgrades, 12 target raises.
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Earnings quality
Gross margin down 3.4 points. Operating margin up 3.4 points. Positive free cash flow.
Earnings Call Summary
Dell had a strong quarter with record revenue of twenty nine point eight billion dollars, up nineteen percent, driven by exceptional AI server demand. They shipped eight point two billion dollars in AI servers and have an eleven point seven billion dollar backlog. Management expects margins to improve in the second half as the AI business scales and traditional server and storage mix improves, while operating expenses continue declining.
Guidance Dell raised full year revenue guidance to one hundred seven billion dollars, up twelve percent. They now expect AI server shipments of twenty billion dollars for the year, up five billion from prior guidance. Third quarter revenue should reach twenty seven billion dollars, up eleven percent. They expect full year earnings per share of nine dollars and fifty five cents, up seventeen percent.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Dell Technologies offers an annual dividend rate of $2.52, yielding 0.62%. The dividend payout ratio stands at 17.57%.
Analysts Set New Price Targets
On June 1, 2026, Goldman Sachs, Mizuho, and Bernstein maintained their 'buy' ratings for Dell Technologies, each setting a price target of $500. Morgan Stanley upgraded the stock to 'hold' with a target of $448. Barclays maintained a 'buy' rating with a $550 target on May 29. Overall, the consensus among 23 analysts is a 'buy' rating with a mean target price of $483.83.
About Dell Technologies
Dell Technologies Inc. is a leading technology company based in Round Rock, Texas. It designs, develops, and sells computer hardware and software solutions. The company operates through two main segments: Infrastructure Solutions Group and Client Solutions Group. Dell serves a diverse customer base, including enterprises, government agencies, educational institutions, and consumers. Founded in 1984, Dell employs approximately 97,000 people worldwide.
Bottom Line
David Dorman's recent sale of Dell Technologies shares highlights ongoing insider activity. Investors closely follow such transactions for insights into insider sentiment. Dell Technologies remains a significant player in the technology sector, with a strong market presence and analyst support. It's important to remember that insider transactions are historical and may not reflect current positions.
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