Dell Technologies’ Silver Lake sells $21.8 million in shares

Published 17/07/2025, 13:16
Dell Technologies’ Silver Lake sells $21.8 million in shares

Silver Lake, a ten percent owner of Dell Technologies Inc (NASDAQ:NYSE:DELL), sold a total of $21.8 million in Class C Common Stock on July 15, 2025. The sales occurred at prices ranging from $125.9 to $127.56 per share, with the stock trading near its InvestingPro Fair Value. Dell, with a market capitalization of $83.89 billion, has delivered strong returns over multiple timeframes, including impressive gains over the past three months.

The transactions involved the disposal of 172,892 shares. These shares were held through various Silver Lake entities, including SL SPV-2, L.P., Silver Lake Partners IV, L.P., Silver Lake Partners V DE (AIV), L.P., Silver Lake Technology Investors IV, L.P., and Silver Lake Technology Investors V, L.P. According to InvestingPro, management has been actively buying back shares, with 12+ additional insights available to subscribers.

On the same day, Silver Lake also converted 234,847 shares of Class B Common Stock into Class C Common Stock. The stock currently trades at $123.57, between its 52-week range of $66.25 to $147.66.

In other recent news, Dell Technologies reported the conversion of 3,421,793 Class B shares to Class C shares, executed by Silver Lake Partners and its affiliates. This conversion was done under the exemption provided by Section 3(a)(9) of the Securities Act of 1933, with no commission paid for the exchange. On the earnings front, Mizuho (NYSE:MFG) raised its price target for Dell to $150, maintaining an Outperform rating, citing ongoing AI server wins and the company’s strong financial capabilities. Mizuho also revised its fiscal 2026 and 2027 revenue forecasts upwards, highlighting Dell’s competitive edge in AI server support and market share gains.

KeyBanc initiated coverage on Dell with a Sector Weight rating, acknowledging the company’s strong management and financial profile, but expressed concerns over potential gross margin pressures due to growth in the AI server business. Meanwhile, Dell, along with other tech firms, is under scrutiny by the U.S. government as part of efforts to reduce federal contract spending, potentially impacting its government-related revenue. The General Services Administration has requested justifications for federal contracts, urging cost-cutting measures as part of a broader consolidation strategy. This development could introduce challenges for Dell in navigating government procurement practices.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.