Silver Lake Group Offloads $189.5 Million in Dell Technologies Shares Amid AI-Driven Growth

Dell Technologies sees $40.3 million in stock sales by Silver Lake By Investing.com

Silver Lake entities have sold shares of Dell Technologies Inc. (NYSE:DELL) worth approximately $40.3 million, according to a recent SEC filing. The sales occurred on January 7, 2025, with prices per share ranging from $123.45 to $125.5, near Dell's current trading price of $119.31. According to InvestingPro data, Dell's market capitalization stands at $83.45 billion, with the stock showing a remarkable 57% return over the past year. These transactions were carried out by various Silver Lake affiliates, including SL SPV-2, L.P., Silver Lake Partners IV, L.P., and Silver Lake Partners V DE (AIV), L.P. The sales involved multiple transactions of Dell's Class C Common Stock, with significant volumes being offloaded by Silver Lake's entities. Following these transactions, the shares owned by these entities were significantly reduced, with some holdings being completely divested. Additionally, on January 8, 2025, Silver Lake entities converted Class B Common Stock into Class C Common Stock, acquiring over 900,000 shares in total, though these transactions were not associated with any cash value as they were conversions. Silver Lake's involvement in Dell Technologies as a substantial shareholder continues to draw attention from investors, especially given the scale of these transactions. In other recent news, Dell Technologies has introduced a line of groundbreaking PC monitors and a revamped PC portfolio that integrates artificial intelligence (AI). These recent developments include monitors with enhanced IPS Black technology and QD-OLED panels, and AI-enhanced devices from Intel (NASDAQ:INTC), AMD (NASDAQ:AMD), and Qualcomm (NASDAQ:QCOM) Technologies. The company also launched the Dell Pro AI Studio to facilitate AI adoption. Dell's AI server business has seen rapid expansion, exceeding $10 billion. On the financial front, Dell reported a 10% increase in third-quarter earnings, reaching $24.4 billion. This growth was primarily driven by the Infrastructure Solutions Group's focus on AI infrastructure and server solutions. Dell's earnings per share rose to $2.15, marking a 14% year-over-year increase. Bernstein analysts at SocGen Group maintained an Outperform rating on Dell's shares, reflecting confidence in the company's operational strengths. Dell also declared a quarterly cash dividend of $0.445 per common share, following a 20% increase in the company's annual cash dividend. In other developments, xAI announced plans to expand its Colossus supercomputer facility in Memphis by adding over one million Graphics Processing Units (GPUs). This move, which involves Fortune 500 companies Nvidia (NASDAQ:NVDA), Dell, and Supermicro Computer, underscores Memphis's emerging status as a global hub for AI.

Silver Lake Group sells Dell shares worth $59.75 million By Investing.com

Silver Lake Group, L.L.C., a significant stakeholder in Dell Technologies Inc. (NYSE:DELL), has recently sold shares worth approximately $59.75 million. The transactions involved multiple sales of Dell's Class C Common Stock, with prices ranging from $119.67 to $120.27 per share. The sale comes after Dell's impressive 57% stock price gain over the past year, with the company now commanding a market capitalization of $83.45 billion. The sales were executed by various entities associated with Silver Lake, including SL SPV-2, L.P. and Silver Lake Partners IV, L.P. The transactions took place on January 8, 2025, and resulted in changes in the ownership stakes held by these entities. Silver Lake Group, L.L.C., which is recognized as a director and a ten percent owner of Dell, continues to hold a substantial position in the company through its various affiliates. This strategic move comes amidst a period of dynamic market conditions for Dell Technologies, a leading player in the electronic computers sector. Analysts maintain a bullish outlook, with price targets ranging from $115 to $220 per share. Investors will be watching closely to see how these changes in ownership might impact Dell's future direction and performance in the market. For deeper insights into Dell's valuation and growth prospects, including 12 additional exclusive ProTips, visit InvestingPro. In other recent news, Dell Technologies has made significant strides in both hardware and AI development. The company recently introduced a new lineup of PC monitors, including the world's first with enhanced IPS Black technology and QD-OLED panel. This lineup aims to cater to a variety of users, from creative professionals to tech enthusiasts. Dell also launched a revamped PC portfolio that integrates artificial intelligence (AI), aiming to enhance user productivity and creativity. Bernstein analysts at SocGen Group have maintained an Outperform rating on Dell's shares, reflecting confidence in the company's operational strengths. The company reported a 10% increase in third-quarter earnings, reaching $24.4 billion. This growth was primarily driven by the Infrastructure Solutions Group's focus on AI infrastructure and server solutions. In other developments, xAI announced plans to expand its Colossus supercomputer facility in Memphis by adding over one million Graphics Processing Units (GPUs). This move, involving Fortune 500 companies Nvidia (NASDAQ:NVDA), Dell, and Supermicro Computer, underscores Memphis's emerging status as a global hub for AI. These are the recent developments in Dell Technologies.

Silver Lake Group sells Dell shares worth $40.3 million By Investing.com

Silver Lake Group, L.L.C., a prominent private equity firm, reported significant stock sales of Dell Technologies Inc. (NYSE:DELL) shares, a company currently valued at $83.45 billion. According to a recent SEC filing, Silver Lake sold shares totaling approximately $40.3 million. The transactions, conducted on January 7, 2025, saw the shares sold at prices ranging from $123.45 to $125.50 per share, slightly above the current trading price of $119.31. InvestingPro analysis shows Dell's stock has delivered an impressive 57% return over the past year. The sales were executed through various entities associated with Silver Lake, including SL SPV-2, L.P., Silver Lake Partners IV, L.P., and Silver Lake Partners V DE (AIV), L.P. These transactions resulted in a substantial reduction in the number of shares held by these entities, with some holdings now reduced to zero. Notably, InvestingPro data reveals that Dell's management has been aggressively buying back shares, demonstrating strong confidence in the company's future. Get access to 12 more exclusive InvestingPro Tips and comprehensive analysis with a subscription. In addition to these sales, Silver Lake also reported the conversion of Class B Common Stock into Class C Common Stock, although these conversions did not involve any monetary transactions. Silver Lake's ongoing adjustments to its Dell holdings are part of its broader investment strategy. According to Fair Value calculations from InvestingPro, Dell is currently trading near its Fair Value, with analysts setting price targets ranging from $115 to $220. In other recent news, Dell Technologies has released a series of groundbreaking PC monitors, including the world's first with enhanced IPS Black technology and QD-OLED panel. The company has also unveiled a revamped PC portfolio that integrates artificial intelligence (AI), with devices from Intel (NASDAQ:INTC), AMD (NASDAQ:AMD), and Qualcomm (NASDAQ:QCOM) Technologies. Dell's AI server business has seen rapid expansion and now exceeds $10 billion. Bernstein analysts at SocGen Group have maintained an Outperform rating on Dell's shares, reflecting confidence in the company's operational strengths. Dell recently reported a 10% increase in third-quarter earnings, reaching $24.4 billion, primarily driven by the Infrastructure Solutions Group's focus on AI infrastructure and server solutions. These are the recent developments in Dell Technologies. In other news, xAI announced plans to expand its Colossus supercomputer facility in Memphis by adding over one million Graphics Processing Units (GPUs). This move involves Fortune 500 companies Nvidia (NASDAQ:NVDA), Dell, and Supermicro Computer, highlighting Memphis's emerging status as a global hub for AI. Furthermore, a Bernstein survey shows an expected increase in IT spending from 6% in 2024 to 7-8% in 2025, with Dell Technologies poised to benefit from this trend. However, the survey also highlighted a weak sentiment towards mainframes. Lastly, Dell Technologies has declared a quarterly cash dividend of $0.445 per common share, following a 20% increase in the company's annual cash dividend. This move reflects Dell's commitment to delivering shareholder value and its confidence in the company's financial stability and growth prospects. These recent developments provide insight into Dell's strategic moves and financial performance.

Dell technologies sees $49.1 million in stock sales by Silver Lake By Investing.com

Silver Lake, a major stakeholder in Dell Technologies Inc. (NYSE:DELL), recently sold a significant amount of Dell's Class C common stock. The transactions, filed on January 8, 2025, revealed sales totaling approximately $49.1 million. These sales occurred over two days, January 6 and January 7, with shares sold at prices ranging from $122.79 to $124.52 each. According to InvestingPro data, Dell's current market capitalization stands at $83.45 billion, with the stock currently trading near Fair Value levels. The sales were executed by several Silver Lake affiliates, including Silver Lake Partners IV, L.P., and Silver Lake Partners V DE (AIV), L.P. This comes as part of a series of transactions involving the conversion of Class B common stock to Class C common stock, which were then sold. Dell's stock has shown remarkable strength, delivering a 57% return over the past year. InvestingPro analysis reveals that management has been actively buying back shares, demonstrating confidence in the company's prospects. Get access to 10+ additional exclusive ProTips and comprehensive analysis with InvestingPro. Silver Lake, a prominent private equity firm, has been a long-standing investor in Dell Technologies, and these transactions reflect ongoing portfolio management activities. Despite the sales, Silver Lake continues to hold a substantial number of shares in Dell Technologies, maintaining its position in a company that has demonstrated high shareholder yield and consistent dividend growth over the past three years. In other recent news, Dell Technologies has introduced an innovative lineup of PC monitors, including the world's first with enhanced IPS Black technology and QD-OLED panel. These monitors cater to a variety of users, from creative professionals to tech enthusiasts. The company has also unveiled a revamped PC portfolio that integrates artificial intelligence (AI), with devices from Intel (NASDAQ:INTC), AMD (NASDAQ:AMD), and Qualcomm (NASDAQ:QCOM) Technologies. This new lineup aims to enhance user productivity and creativity. Dell's AI server business has seen rapid expansion and now exceeds $10 billion. Bernstein analysts at SocGen Group have maintained an Outperform rating on Dell's shares, reflecting confidence in the company's operational strengths. The company recently reported a 10% increase in third-quarter earnings, reaching $24.4 billion. This growth was primarily driven by the Infrastructure Solutions Group's focus on AI infrastructure and server solutions. Dell's earnings per share also rose to $2.15, marking a 14% year-over-year increase. In other developments, xAI announced plans to expand its Colossus supercomputer facility in Memphis by adding over one million Graphics Processing Units (GPUs). This move, which involves Fortune 500 companies Nvidia (NASDAQ:NVDA), Dell, and Supermicro Computer, underscores Memphis's emerging status as a global hub for AI. Lastly, Dell Technologies has declared a quarterly cash dividend of $0.445 per common share, following a 20% increase in the company's annual cash dividend. These are recent developments in Dell Technologies.

Silver Lake Group sells Dell shares worth $49.14 million By Investing.com

Silver Lake Group, a significant stakeholder in Dell Technologies Inc. (NYSE:DELL), recently sold a substantial portion of its holdings in the company. According to a recent filing, Silver Lake Group disposed of shares valued at approximately $49.14 million. The sales were executed at prices ranging from $122.79 to $124.52 per share. Dell, currently valued at $83.45 billion, has demonstrated strong market performance with a 57% return over the past year. InvestingPro analysis suggests the stock is currently fairly valued, with analyst price targets ranging from $115 to $220. The transactions involved various entities within Silver Lake, including Silver Lake Partners IV, L.P., Silver Lake Technology Investors IV, L.P., and others. These sales were part of a series of transactions executed on January 6 and January 7, 2025. Despite these sales, Silver Lake Group continues to hold a significant position in Dell Technologies. The transactions reflect the ongoing portfolio management strategies of Silver Lake, a prominent private equity firm based in Menlo Park, California. In other recent news, Dell Technologies has unveiled a series of groundbreaking PC monitors and a revamped PC portfolio that integrates artificial intelligence (AI). The monitors, which include the world's first with enhanced IPS Black technology and QD-OLED panel, are designed to provide superior visual and auditory experiences. The AI-enhanced PC lineup aims to enhance user productivity and creativity. In terms of financial performance, Dell recently reported a 10% increase in third-quarter earnings, reaching $24.4 billion. This growth was primarily driven by the Infrastructure Solutions Group's focus on AI infrastructure and server solutions. Dell's earnings per share also rose to $2.15, marking a 14% year-over-year increase. Bernstein analysts at SocGen Group have maintained an Outperform rating on Dell's shares, reflecting confidence in the company's operational strengths. In addition, Dell has declared a quarterly cash dividend of $0.445 per common share, following a 20% increase in the company's annual cash dividend. In other developments, xAI announced plans to expand its Colossus supercomputer facility in Memphis by adding over one million Graphics Processing Units (GPUs). This move, which involves Fortune 500 companies Nvidia (NASDAQ:NVDA), Dell, and Supermicro Computer, underscores Memphis's emerging status as a global hub for AI. These are the recent developments in Dell Technologies.

Dell Technologies sees $59.75m in stock sales by Silver Lake By Investing.com

Dell Technologies Inc. (NYSE:DELL), currently valued at $83.45 billion, recently witnessed significant stock activity as Silver Lake, a major stakeholder, sold shares worth approximately $59.75 million. The Class C Common Stock transactions occurred on January 8, 2025, with prices ranging from $119.67 to $120.27 per share. According to InvestingPro analysis, Dell's stock is currently trading near its Fair Value, following an impressive 57% return over the past year. Silver Lake, through various affiliated entities, executed multiple transactions involving the sale of Dell's Class C Common Stock. These transactions were carried out by different Silver Lake affiliates, including SL SPV-2, L.P., Silver Lake Partners IV, L.P., and Silver Lake Partners V DE (AIV), L.P., among others. Notably, InvestingPro data reveals that while this sale occurs, Dell's management has been actively buying back shares, demonstrating confidence in the company's future. Following these sales, the shares owned by the reporting entities were adjusted accordingly. For instance, SL SPV-2, L.P. now holds 210,543 shares, while Silver Lake Partners IV, L.P. retains 146,275 shares post-transaction. Egon Durban, a director at Dell and Co-CEO of Silver Lake Group, L.L.C., is associated with these transactions, as Silver Lake Group is the managing member of the involved parties. The sales were conducted under indirect ownership, with shares held through various Silver Lake partnerships. These transactions reflect Silver Lake's ongoing management of its investment in Dell Technologies, a leading player in the electronic computers sector. For deeper insights into insider transactions and comprehensive analysis, including 12 additional ProTips and detailed financial metrics, investors can access Dell's full research report on InvestingPro. In other recent news, Dell Technologies has made several noteworthy announcements. The company has unveiled a new lineup of PC monitors, including the world's first with enhanced IPS Black technology and QD-OLED panel. Dell has also announced a revamped PC portfolio that integrates artificial intelligence (AI). The company's AI server business has seen rapid expansion and now exceeds $10 billion. In financial news, Dell reported a 10% increase in third-quarter earnings, reaching $24.4 billion, with earnings per share rising to $2.15, marking a 14% year-over-year increase. Bernstein analysts at SocGen Group have maintained an Outperform rating on Dell's shares, reflecting confidence in the company's operational strengths. In another development, xAI announced plans to expand its Colossus supercomputer facility in Memphis by adding over one million Graphics Processing Units (GPUs). This move involves Fortune 500 companies Nvidia (NASDAQ:NVDA), Dell, and Supermicro Computer, underscoring Memphis's emerging status as a global hub for AI. These are the recent developments in Dell Technologies.