Silver Lake Partners Sells Dell Technologies Shares
Silver Lake Partners sold 39,537 shares of Dell Technologies, valued at $15.9 million.
Key Points
- Silver Lake Partners sold 39,537 shares of Dell Technologies for approximately $15.9 million on June 12, 2026.
- Dell Technologies, trading at $409.07, has a market cap of $265.1 billion and a P/E ratio of 31.54.
- Goldman Sachs and other analysts maintain a 'buy' rating on Dell with price targets up to $550.
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L.P. Silver Lake Partners IV sold 39,537 shares of Dell Technologies Inc. (NYSE: DELL) on June 12, 2026, for about $15.9 million. The transaction was completed at an average price of $403.12 per share.
Insider Buying and Selling at Dell Technologies Inc.
Silver Lake Partners was among several insiders trading Dell shares on June 12, 2026. They sold 39,537 shares without a pre-planned strategy. On the same day, SL SPV-2, L.P. also sold 34,257 shares, while Silver Lake Technology Investors V, L.P. bought 345 shares.
Other Institutional Activity in Dell Technologies
Several major funds also adjusted their Dell holdings recently. BlackRock, Inc. reduced its stake by 514,877 shares, leaving it with 24,749,402 shares valued at about $4.06 billion. Vanguard Capital Management LLC added 19,436,711 shares, reaching a total of 19,436,711 shares worth approximately $3.19 billion. Bank of America Corp increased its position by 1,011,101 shares to 14,394,835 shares, valued at $2.36 billion. Meanwhile, State Street Corp cut its holdings by 375,583 shares, holding 14,340,415 shares worth $2.35 billion.
Dell Technologies Inc. Stock Down 10.3%
Shares of Dell Technologies (NYSE: DELL) traded around $409.07. The company has a market cap of $265.1 billion and a P/E ratio of 31.54, reflecting its profitability. Its stock has ranged from a low of $110.22 to a high of $469.47 over the past 52 weeks. Dell's 50-day moving average is $268.40, while its 200-day moving average is $169.33. The company's current ratio is 0.946, with a quick ratio of 0.612, indicating its liquidity position.
$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's net margin stood at 6.28%, and it achieved earnings per share (EPS) of $12.97. Dell is set 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 pays an annual dividend of $2.52 per share, yielding 0.62%. The dividend payout ratio is 17.57%, indicating a conservative approach to sharing profits with shareholders.
Analysts Set New Price Targets
On June 1, 2026, Goldman Sachs, Mizuho, and Bernstein maintained their 'buy' ratings on Dell Technologies, each setting a price target of $500. Morgan Stanley upgraded the stock to 'hold' with a $448 target. Barclays and JP Morgan also kept their 'buy' ratings, with Barclays setting a higher target of $550. The consensus among 23 analysts is a 'buy' recommendation with an average target price of $483.83.
About Dell Technologies
Dell Technologies Inc. is a leading player in the technology sector, focusing on computer hardware. Headquartered in Round Rock, Texas, the company designs, develops, and sells a wide range of technology products and services. It operates through two main segments: Infrastructure Solutions Group and Client Solutions Group, serving various industries worldwide. Founded by Michael Dell in 1984, the company employs about 97,000 people.
Bottom Line
Silver Lake Partners' recent sale of Dell shares is part of a broader pattern of institutional trading in the company's stock. Investors closely watch insider and institutional activities for insights into company health and market trends. Remember, insider transactions are just one piece of the puzzle, and 13F filings reflect past holdings that may not indicate current positions.
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