Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 277,567 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 277,567 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $149.43, for a total value of $41,476,836.81. Following the completion of the sale, the director owned 796 shares of the company’s stock, valued at approximately $118,946.28. This trade represents a 99.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

V (Gp) L.L.C. Slta also recently made the following trade(s):

• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The shares were sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Stock Up 1.2%

Shares of NYSE DELL traded up $1.81 during trading on Wednesday, reaching $146.99. 8,500,349 shares of the stock were exchanged, compared to its average volume of 8,655,834. The company has a market capitalization of $97.41 billion, a price-to-earnings ratio of 16.86, a price-to-earnings-growth ratio of 0.80 and a beta of 0.97. The business’s 50-day moving average price is $122.05 and its 200 day moving average price is $132.02. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period last year, the firm earned $2.68 earnings per share. The company’s revenue was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. As a group, sell-side analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.7%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on DELL shares. Bank of America raised their target price on shares of Dell Technologies from $135.00 to $155.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Piper Sandler cut their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Evercore restated an “outperform” rating and issued a $160.00 price target on shares of Dell Technologies in a research note on Thursday, February 19th. Zacks Research downgraded Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Daiwa Securities Group boosted their price target on Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Sixteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $162.17.

Hedge Funds Weigh In On Dell Technologies

Several hedge funds have recently made changes to their positions in the business. Armstrong Advisory Group Inc. increased its position in Dell Technologies by 3.6% during the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after buying an additional 63 shares during the last quarter. Flagship Harbor Advisors LLC boosted its stake in Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after buying an additional 71 shares in the last quarter. Westside Investment Management Inc. lifted its stake in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. Pinnacle Associates Ltd. grew its position in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after acquiring an additional 78 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC increased its position in shares of Dell Technologies by 2.3% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock worth $504,000 after purchasing an additional 81 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Blowout Q4 and strong FY2027 guide — Dell reported a beat on EPS and revenue with ISG (AI servers) and CSG both accelerating; management guided to ~$140B revenue and a large ramp in AI server sales, which underpins the stock’s rally. Dell: Impressive Growth Proposition
• Positive Sentiment: Capital returns and cash flow — management boosted the quarterly dividend (20% increase announced) and unveiled a $10B buyback program, signaling confidence in cash generation and returning capital to shareholders. Dell Just Shocked Wall Street—Is This AI Rally Just Starting?
• Positive Sentiment: Product and go‑to‑market expansion for AI/edge — Dell launched the rugged PowerEdge XR9700 for edge AI/5G use cases and is scaling partnerships and acquisitions (Dataloop) to capture AI infrastructure demand. Dell’s Rugged PowerEdge XR9700 Targets Edge AI And 5G Growth
• Positive Sentiment: High-profile bullish commentary — Prominent market voices (e.g., Jim Cramer) highlighted Dell’s strong quarter and momentum, which can reinforce retail and institutional buying interest. Jim Cramer Highlights Dell Technologies’ Success
• Neutral Sentiment: Momentum and analyst attention — Multiple research pieces (Zacks, MarketBeat) are flagging Dell as a momentum/cash‑flow story, which may attract flows but also raises expectations that need to be met. Here’s Why Dell Technologies (DELL) is a Strong Momentum Stock
• Neutral Sentiment: Market narratives around cash flow — coverage highlighting Dell’s record AI cash generation and ability to return capital supports sentiment but also frames the company as a cash‑flow trade rather than a pure high‑multiple AI name. Dell Just Shocked Wall Street—Is This AI Rally Just Starting?
• Negative Sentiment: Near-term margin/cost risks and technical pullback risk — commentary warns of memory-cost headwinds in the supply chain and that the stock may be approaching overbought/short-term profit‑taking territory after the sharp move. Dell Just Shocked Wall Street—Is This AI Rally Just Starting?
• Negative Sentiment: Competition in client devices — Apple’s refreshed Mac lineup and ongoing PC competition could pressure CSG unit margins or slow PC unit growth if end-market demand softens. Apple Expands Mac Portfolio With New Devices: Can They Revive Growth?

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.