Menlo Park, CA – Investment firm Silver Lake and its affiliated entities, including those linked to Dell Technologies Inc. (NASDAQ:DELL) director Egon Durban, reported the sale of Dell Class C Common Stock totaling approximately $16.1 million on June 4, 2026.
The transactions involved the disposition of 37,934 shares of Dell Technologies Class C Common Stock. The sales occurred at prices ranging from $421.85 to $430.11 per share, notably above the current trading price of $400.77. The timing coincides with Dell’s stock declining 7.9% over the past week, though shares remain up 256% over the past year. According to InvestingPro analysis, Dell currently trades above its Fair Value, placing it among potentially overvalued stocks in the technology sector. These shares were primarily held indirectly by Silver Lake Partners V DE (AIV), L.P. The general partner of Silver Lake Partners V DE (AIV), L.P. is Silver Lake Technology Associates V, L.P., and the general partner of Silver Lake Technology Associates V, L.P. is SLTA V (GP), L.L.C. Silver Lake Group, L.L.C. is the managing member of SLTA V (GP), L.L.C. Egon Durban, a director of Dell Technologies, also serves as Co-CEO and Managing Member of Silver Lake Group, L.L.C.
On the same day, Silver Lake Partners V DE (AIV), L.P. also disposed of 94,207 shares of Class C Common Stock through in-kind distributions. These distributions were not market sales and were exempt from reporting the transaction price.
Following these transactions, various Silver Lake entities and individuals, including Mr. Durban, continue to hold Class C Common Stock in Dell Technologies, both directly and indirectly through various trusts and affiliated entities.In other recent news, Dell Technologies reported impressive first-quarter fiscal 2027 results, with total revenue reaching $43.8 billion, marking an 88% increase year-over-year. Earnings per share were reported at $4.86, surpassing expectations set around the $3 range. This strong performance led several firms to adjust their outlooks on Dell. Bernstein SocGen Group, Goldman Sachs, and Mizuho all raised their price targets to $500, reflecting confidence in Dell’s position in the AI server market. Goldman Sachs highlighted significant growth in Dell’s Infrastructure Solutions Group, with a 181% year-over-year increase, well above guidance. Truist Securities also raised its price target to $360, maintaining a Hold rating, citing strong demand and tight supply conditions. Meanwhile, Morgan Stanley upgraded Dell’s stock rating from Underweight to Equalweight, raising its price target to $448. The firm noted Dell’s effective management of semiconductor supply chain challenges and its ability to capitalize on AI spending. These developments indicate a positive outlook for Dell as it continues to navigate the evolving tech landscape.
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