SL SPV-2 Sells Dell Technologies Shares Worth $13.8 Million
SL SPV-2 sold 34,257 shares of Dell Technologies on June 12, 2026.
Key Points
- SL SPV-2 sold 34,257 shares of Dell Technologies, valued at $13.8 million, on June 12, 2026.
- Dell Technologies (NYSE:DELL) has a market cap of $265.1 billion and a P/E ratio of 31.54.
- Analysts have set price targets for Dell, with Goldman Sachs maintaining a 'buy' rating at $500.
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On June 12, 2026, SL SPV-2 sold 34,257 shares of Dell Technologies Inc. (NYSE:DELL), valued at approximately $13.8 million. The shares were sold at an average price of $403.12 each.
Insider Buying and Selling at Dell Technologies Inc.
SL SPV-2 wasn't the only insider active on June 12. Silver Lake Technology Investors V, L.P. also sold 345 shares, while SL SPV-2 purchased 50,725 shares. Additionally, David Dorman sold 41,292 shares at an average price of $405.89.
Other Institutional Activity in Dell Technologies
Institutional investors have been adjusting their positions in Dell Technologies. BlackRock, Inc. reduced its holdings 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, bringing its total to the same number, valued at approximately $3.19 billion. Bank of America Corp increased its stake by 1,011,101 shares, now holding 14,394,835 shares worth about $2.36 billion. Meanwhile, Invesco Ltd. boosted its position by 1,613,660 shares to 8,914,668 shares valued at $1.46 billion.
Dell Technologies Inc. Stock Down 10.3%
Shares of Dell Technologies (NYSE:DELL) were trading near $409.07. The company has a market cap of approximately $265.1 billion and a P/E ratio of 31.54. Dell's 52-week range is between $110.22 and $469.47, with 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 moderately 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 earnings per share (EPS) of $12.97. Its return on equity (ROE) was not specified. 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 per share, yielding 0.62%. The dividend payout ratio is 17.57%, reflecting a conservative approach to distributing profits.
Analysts Set New Price Targets
On June 1, 2026, Goldman Sachs, Mizuho, and Bernstein each maintained their 'buy' ratings for Dell with a $500 price target. Morgan Stanley upgraded the stock to 'hold' with a $448 price target. The consensus among 23 analysts is a 'buy', with a mean price target of $483.83.
About Dell Technologies
Dell Technologies Inc., headquartered in Round Rock, Texas, designs and sells a wide range of computer hardware and software solutions. The company operates through its Infrastructure Solutions Group and Client Solutions Group, providing products like servers, storage solutions, and networking products. It offers services globally, serving businesses, public institutions, and consumers.
Bottom Line
SL SPV-2's recent sale of Dell Technologies shares highlights ongoing insider activity. Dell's strong market performance, with a substantial market cap and analyst support, makes it a company to watch. Remember, insider transactions are reported after they occur and may not reflect current positions.
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