Silver Lake director Egon Durban sells $14.9m Dell Technologies stock

Director Egon Durban of Dell Technologies, who also serves as a 10% owner and director of Silver Lake Partners V DE (AIV), L.P., recently sold 27,629 shares of the company's Class C Common Stock on September 9, 2026. The transaction amounted to roughly $14.93 million, with shares exchanged for prices between $534.09 and $550.71 each. Since the sale, the stock has risen to $567.29, nearing its 52-week high of $567.75. This comes after the stock had surged by 358% over the past year.

The filing disclosed the conversion of 39,647 Class B Common Stock shares into the same number of Class C shares, linked to the reported sales. Each Class B share can be converted into one Class C share at any time. According to InvestingPro, Dell currently appears overvalued, trading at a PEG ratio of 0.19, suggesting the stock may be priced too high relative to its earnings growth potential.

Dell Technologies continues to attract analyst attention, with various price targets ranging from $500 to $640, reflecting optimism over AI momentum, infrastructure refresh, and sustained PC demand. These factors are driving the company's financial outlook, with revenue from infrastructure solutions up by 89% and fiscal 2027 guidance increased by $25 billion to reflect 70% year-over-year growth.