Executive and Affiliate Transactions in Dell Technologies
MENLO PARK, CA – Silver Lake Partners V DE (AIV), L.P., an affiliate of Silver Lake Group, L.L.C., along with other related Silver Lake entities and Dell Technologies Inc. (NASDAQ:DELL) director Egon Durban, reported the sale of Class C Common Stock. The transactions, which occurred on June 9, 2026, involved the disposition of 2,183 shares for a total value of approximately $883,410. The shares were sold at prices ranging from $403.51 to $406.3 per share.
The timing of these sales comes as Dell’s stock has declined roughly 12% over the past week, though shares remain up an impressive 238% over the past year. According to InvestingPro analysis, the stock currently appears overvalued relative to its Fair Value assessment, with the company commanding a market capitalization of $253 billion.
The sales were executed by Silver Lake Partners V DE (AIV), L.P. The reported prices are weighted averages from multiple transactions within specific price ranges for each block of shares. For instance, individual transactions within these sales occurred at prices ranging from $402.8869 to $406.4200.
Egon Durban, a director of Dell Technologies, also serves as Co-CEO and Managing Member of Silver Lake Group, L.L.C., which is the managing member of SLTA V (GP), L.L.C. SLTA V (GP), L.L.C. is the general partner of Silver Lake Technology Associates V, L.P., which in turn is the general partner of Silver Lake Partners V DE (AIV), L.P. The reporting persons may be deemed directors by deputization of Dell Technologies.
The filing also noted an additional disposition of 66,287 shares of Class C Common Stock on the same date. This transaction was related to in-kind distributions by Silver Lake Technology Investors V, L.P. and certain affiliates. The receipt of these shares by the reporting persons in connection with such distributions was exempt from reporting. In conjunction with these sales and distributions, certain reporting persons converted Class B Common Stock into an equal number of Class C Common Stock.
Following these transactions, Silver Lake Partners V DE (AIV), L.P. holds 5,322 shares of Class C Common Stock. Other related entities and individuals, including Silver Lake Group, L.L.C. and Mr. Durban, beneficially own additional Class C Common Stock, some of which were also received through distributions on June 9, 2026.
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In other recent news, Dell Technologies reported impressive first-quarter fiscal 2027 results, surpassing expectations on all fronts. The company achieved total revenue of $43.8 billion, marking an 88% increase year-over-year, while earnings per share reached $4.86, significantly exceeding the anticipated $3 range. Following these results, several firms adjusted their outlooks on Dell. Bernstein SocGen Group raised its price target to $500, maintaining an Outperform rating, and Goldman Sachs also increased its target to $500, keeping a Buy rating, citing strong demand in AI server markets. Truist Securities raised its price target to $360, pointing to robust AI server demand, though it maintained a Hold rating.
Meanwhile, IBM’s bonds showed a notable tightening compared to their tech sector peers, with a 1.95% bond maturing in 2030 yielding 46.5 basis points above Treasuries. This spread was 2.71 standard deviations tighter than the three-month average, indicating a strong bond performance. Additionally, MSD Investment Corp. successfully sold $300 million in bonds to refinance its debt. The three-year notes were sold at a yield 2.4 percentage points above Treasuries, with the spread tightening during the sale process. These developments highlight significant financial activities and analyst outlooks in the tech sector.
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