Silver Lake Partners Buys Dell Technologies Shares
Silver Lake Partners bought 82,191 shares of Dell Technologies, reflecting confidence in the company.
Key Points
- On June 11, 2026, Silver Lake Partners acquired 82,191 shares of Dell Technologies, showcasing their interest in the company.
- Dell Technologies, trading at $395.58, has a market cap of $256.37 billion and a P/E ratio of 31.54.
- Analysts maintain a positive outlook on Dell, with several firms setting price targets around $500.
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Silver Lake Partners made a notable move in the stock market by purchasing 82,191 shares of Dell Technologies Inc. (NYSE:DELL) on June 11, 2026. This acquisition highlights their interest in the technology company.
Insider Buying and Selling at Dell Technologies Inc.
Silver Lake Partners IV, L.P. bought 82,191 shares of Dell Technologies on June 11, 2026. On the same day, Silver Lake Partners DE (AIV), L.P. sold 31,749 shares at an average price of $380.25, while Silver Lake Technology Investors IV, L.P. sold 1,211 shares at $380.26. Additionally, SL SPV-2, L.P. sold 80,065 shares at no disclosed price.
Other Institutional Activity in Dell Technologies
Several other institutional investors have also been active with Dell Technologies. BlackRock, Inc. reduced its holdings by 514,877 shares, ending with 24,749,402 shares worth about $4.06 billion. Vanguard Capital Management LLC significantly increased its stake by 19,436,711 shares, holding the same number of 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. Meanwhile, State Street Corp trimmed its position by 375,583 shares, leaving it with 14,340,415 shares valued at $2.35 billion.
Dell Technologies Inc. Stock Down 13.3%
Shares of Dell Technologies are currently trading at $395.58. The company boasts a market capitalization of $256.37 billion and has a P/E ratio of 31.54. Dell has experienced a 52-week low of $110.22 and a high of $469.47. The stock's 50-day moving average is $263.71, while the 200-day moving average is $167.95. Dell maintains a current ratio of 0.946 and a quick ratio of 0.612, reflecting its liquidity position.
$DELL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Dell Technologies reported revenues of $134 billion, with a revenue growth of 0.875. The company achieved an EPS of $12.54, alongside a net margin of 6.28%. The return on equity was not specified. Dell is expected to announce its next earnings 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 0.64%. The dividend payout ratio stands at 17.57%.
Analysts Set New Price Targets
On June 1, 2026, Goldman Sachs maintained its 'buy' rating on Dell Technologies with a price target of $500. Similarly, Mizuho and Bernstein also kept their 'buy' ratings with the same target. Morgan Stanley upgraded the stock to 'hold' with a target of $448. On May 29, Barclays maintained a 'buy' rating with a target of $550, while JP Morgan, B of A Securities, and Citigroup all reiterated 'buy' ratings with a $500 target. Overall, the consensus among 23 analysts is a 'buy' recommendation, with an average target price of $483.83.
About Dell Technologies Inc.
Dell Technologies Inc., headquartered in Round Rock, Texas, is a leading player in the technology sector. The company designs, develops, and supports a wide range of computer hardware solutions. Operating through its Infrastructure Solutions Group and Client Solutions Group, Dell provides storage, networking products, and client devices like notebooks and desktops. Under the leadership of CEO Michael Saul Dell, the company serves enterprises, public institutions, and consumers globally.
Bottom Line
Silver Lake Partners' recent purchase of Dell Technologies shares underscores their confidence in the company's prospects. With a strong market position and ongoing analyst support, Dell continues to be a company to watch. As always, remember that insider transactions are disclosed after the fact and may not indicate future performance.
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