Dell Technologies (DELL) Insider Spv-2 Sells $14M of Stock
Entity L.P. Sl Spv-2 recently sold 34,257 shares of Dell Technologies Inc. in a transaction valued at roughly $13.81 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
L.P. Sl Spv-2 sold 34,257 shares of Dell Technologies Inc. ($DELL) at an average price of $403.12, worth about $13.81 million, on June 12, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $DELL is up 5.8% after 1 week, up 8.0% after 1 month and up 14.4% to date (from the $394.92 close on Jun 12, 2026).
DELL
Dell Technologies Inc.
Key Points
- Entity L.P. Sl Spv-2 sold 34,257 shares of Dell Technologies Inc. (NYSE: DELL) on June 12, 2026, at an average price of $403.12 per share.
- The transaction yielded a total value of approximately $13.81 million for the reporting entity.
- Wall Street maintains a consensus buy recommendation for the hardware maker alongside a mean price target of $593.00.
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L.P. Sl Spv-2 Executes Share Sale in Dell Technologies Inc. NYSE: DELL
Entity L.P. Sl Spv-2 parted with 34,257 shares of Dell Technologies Inc. (NYSE: DELL) on June 12, 2026. The transaction was processed at an average price of $403.12 per share, bringing the total value of the stock sale to approximately $13.81 million.
Recent Insider Transactions at Dell Technologies Inc.
This sale is part of a broader series of insider moves at the computer hardware maker around the same period. On the exact same day, June 12, 2026, L.P. Silver Lake Partners IV sold 39,537 shares for about $15.94 million at $403.12 each, while David Dorman disposed of 41,292 shares valued at roughly $16.76 million at an average price of $405.89. Earlier on June 11, L.P. Silver Lake Partners IV acquired 82,191 shares. Later in the month, Chief Marketing Officer Jane Tunnell sold 519 shares on June 16, 2026, and Radakovich Lynn Vojvodich bought 12,022 shares on June 22, 2026, at $31.14 per share.
Dell Technologies Stock Performance and Valuation
Dell shares trade at $409.07, resting below their 50-day moving average of $512.76 but well above their 200-day moving average of $310.65. The company carries a forward P/E ratio of 15.82 and a trailing P/E ratio of 27.52. Over the past year, the equity has moved between a low of $110.22 and a high of $595.51.
Recent Earnings Overview
Dell posted robust financial figures with $151.20 billion in revenue and an earnings per share reading of $17.20. The business generated a net margin of 7.5% and anticipates its next quarterly earnings report on November 27, 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 Metrics
Income-focused investors collect a dividend yield of 0.53% supported by an annual rate, backed by a conservative dividend payout ratio of 13.43%.
Wall Street Analyst Outlook
Analyst sentiment remains generally positive with a consensus buy recommendation from 25 covering firms. On October 14, 2026, Barclays lowered its rating to Equal-Weight and trimmed its price target to $574.00. Mizuho maintains an Outperform rating with a target of $650.00 as of October 6, while TD Cowen holds a Hold rating with a target of $550.00 set on September 29, 2026.
Inside Dell Technologies Inc.
Headquartered in Round Rock, Texas, Dell designs and builds comprehensive infrastructure and client hardware solutions, ranging from AI-optimized servers and modern storage arrays to commercial workstations, laptops, and consumer peripherals. The enterprise serves businesses, governments, and individual consumers globally.
What to Watch at Dell Technologies Inc.
Market participants will continue tracking upcoming Form 4 filings to monitor further insider activity from major holders and company executives. The upcoming earnings release in late November will offer fresh visibility into hardware demand and infrastructure segment growth.
Related Filing Alerts
Source: L.P. Sl Spv-2's Form 4 filing on $DELL (Jun 12, 2026). Find the original filing: DELL Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts