Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 459,999 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $162.25, for a total transaction of $74,634,837.75. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

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

• On Friday, March 20th, V (Gp) L.L.C. Slta sold 299,979 shares of Dell Technologies stock. The stock was sold at an average price of $164.54, for a total value of $49,358,544.66.
• On Friday, March 20th, V (Gp) L.L.C. Slta sold 150,022 shares of Dell Technologies stock. The stock was sold at an average price of $166.96, for a total value of $25,047,673.12.
• On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The shares were sold at an average price of $154.40, for a total value of $36,659,346.40.
• On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The shares were sold at an average price of $146.75, for a total value of $648,194.75.
• On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were sold at an average price of $149.43, for a total value of $41,476,836.81.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The stock was sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Stock Performance

Shares of DELL opened at $184.11 on Thursday. The company’s 50-day simple moving average is $131.89 and its 200-day simple moving average is $134.93. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $184.86. The stock has a market capitalization of $118.89 billion, a PE ratio of 21.11, a P/E/G ratio of 0.72 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the previous year, the business posted $2.68 earnings per share. The business’s quarterly revenue was up 39.5% compared to the same quarter last year. 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. On average, sell-side analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is currently 24.08%.

Institutional Trading of Dell Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Armstrong Advisory Group Inc. lifted its stake 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 purchasing an additional 63 shares during the last quarter. Flagship Harbor Advisors LLC increased its stake in Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after purchasing an additional 71 shares during the last quarter. Westside Investment Management Inc. increased its stake in Dell Technologies by 35.8% in the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares during the last quarter. Pinnacle Associates Ltd. raised its holdings in Dell Technologies by 0.4% during the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after purchasing an additional 78 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC lifted 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 buying an additional 81 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Summary

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

• Positive Sentiment: Analyst support: Bank of America raised its price target to $172 and several brokerages (Bernstein, Mizuho, Daiwa) have reiterated/upgraded coverage, reinforcing buy-side conviction. Bank of America Boosts Dell Price Target
• Positive Sentiment: Macro/AI momentum and analyst notes pointing to strong enterprise AI/server demand have driven renewed investor interest in Dell as a primary beneficiary of AI infrastructure spending. Dell Hasn’t Given Up on AI PCs
• Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup (sleeker, AI-capable designs) and expanded cybersecurity/resilience offerings for AI deployments — moves that support near‑term revenue and enterprise wallet share. Dell Reimagines Commercial PCs
• Positive Sentiment: Dividend raise: Dell increased its quarterly dividend to $0.63 (annualized $2.52), signaling cash-return discipline that can attract income‑oriented investors. Dividend Increase Coverage
• Positive Sentiment: Institutional interest: Large buys and position increases from funds (e.g., Norges Bank, Wellington, Invesco) suggest sustained institutional allocation to Dell. Institutional Holdings Summary
• Neutral Sentiment: Broader market and sector dynamics — easing memory pressures, renewed CPU demand and a favorable tape for defensive tech names — are helping server/PC stocks generally, including Dell. MarketWatch: Server Makers Move
• Neutral Sentiment: Competitive context: Competitors like HP are also pushing AI‑PC strategies; this validates demand but increases execution/market‑share competition. HP AI-PC Positioning
• Negative Sentiment: Large insider selling: Multiple filings show significant disposals (William F. Scannell, Director V (Gp) L.L.C., CAO Richard Sharp and others) in recent days — high dollar insider sales can create investor caution even if not linked to company fundamentals. William F. Scannell Sale
• Negative Sentiment: Valuation/execution caution: A contrarian analysis warns that a large AI backlog doesn’t eliminate execution risk and that valuation could be vulnerable if demand or margins disappoint. Contrarian Seeking Alpha Piece

Analysts Set New Price Targets

A number of research analysts recently issued reports on DELL shares. Piper Sandler decreased their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Mizuho increased their price target on Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Morgan Stanley lifted their price objective on Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday, February 27th. Bank of America boosted their price objective on Dell Technologies from $155.00 to $172.00 and gave the stock a “buy” rating in a research report on Monday. Finally, UBS Group cut their target price on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a research note on Wednesday, November 26th. Seventeen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and an average target price of $164.22.

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.