Entities affiliated with Dell Technologies Inc. (NYSE:DELL) director Egon Durban, specifically Silver Lake Technology Investors IV, L.P., executed a sale of Class C Common Stock valued at approximately $165,131 on June 9, 2026. The transaction encompassed 414 shares, with execution prices spanning from $380.49 to $402.24 per share. The stock closed at $391.45, positioning the closing price near the midpoint of the trading range. Despite this recent price action, InvestingPro data indicates that Dell is currently trading above its estimated Fair Value.
The sales were carried out by Silver Lake Technology Investors IV, L.P., which directly holds these securities. The corporate structure reveals that the general partner of Silver Lake Technology Investors IV, L.P. is Silver Lake Technology Associates IV, L.P. This entity is managed by SLTA IV (GP), L.L.C., whose managing member is Silver Lake Group, L.L.C. (SLG). Egon Durban serves as a Co-CEO and Managing Member of SLG. The reporting entities are classified as 10% owners and may be deemed directors of Dell by deputization.
On the same day, prior to the sales, 504 shares of Dell’s Class B Common Stock were converted into an equal number of Class C Common Stock. Each share of Class B Common Stock is convertible into one share of Class C Common Stock at the holder’s election and carries no expiration date. This conversion resulted in the acquisition of Class C Common Stock without a reported transaction price. These converted shares were subsequently included in the sales and distributions.
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The shares involved in these transactions, as well as other holdings, are primarily held indirectly through various Silver Lake entities. Some shares were also received through in-kind distributions on June 9, 2026, which were exempt from reporting requirements.
In other recent news, Dell Technologies reported impressive first-quarter fiscal 2027 results, surpassing expectations across various metrics. The company achieved a total revenue of $43.8 billion, marking an 88% increase year-over-year, and earnings per share of $4.86, significantly exceeding the anticipated $3 range. Following these results, several firms have adjusted their outlooks on Dell. Bernstein SocGen Group raised its price target for Dell to $500 from $280, maintaining an Outperform rating, while Goldman Sachs increased its target to $500 from $230, keeping a Buy rating. Truist Securities also raised its price target to $360 from $170, citing strong demand for AI servers.
Meanwhile, IBM’s bonds have been trading tighter than their technology sector peers, with a 1.95% bond maturing in 2030 yielding 46.5 basis points above Treasuries. The spread difference was notably tighter than the three-month average. Additionally, MSD Investment Corp. sold $300 million of investment-grade bonds to refinance debt, with the spread tightening during the sale process.
Dell TechFollowAnalyze DELLIncluded in our AI-picked strategies·Review strategies391.45▲+21.62(+5.85%)Closed·15:59:59·USD395.13▲+3.68(+0.94%)After Hours·20:04:231D1W1M6M1Y5YMaxCreated with Highcharts 11.4.814:0015:0016:0017:0018:0019:00360370380390Analyze DELL
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