Sen. Markwayne Mullin Sells Off Shares of Dell Technologies Inc. (NYSE:DELL)

Senator Markwayne Mullin (Republican-Oklahoma) recently sold shares of Dell Technologies Inc. (NYSE:DELL). In a filing disclosed on March 02nd, the Senator disclosed that they had sold between $15,001 and $50,000 in Dell Technologies stock on February 4th.

Senator Markwayne Mullin also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of MasTec (NYSE:MTZ) on 2/4/2026.
• Sold $15,001 – $50,000 in shares of Credo Technology Group (NASDAQ:CRDO) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of McKesson (NYSE:MCK) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Iron Mountain (NYSE:IRM) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of FirstCash (NASDAQ:FCFS) on 2/4/2026.
• Sold $15,001 – $50,000 in shares of Coherent (NYSE:COHR) on 2/4/2026.
• Sold $15,001 – $50,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of Monolithic Power Systems (NASDAQ:MPWR) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of Stride (NYSE:LRN) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of VSE (NASDAQ:VSEC) on 2/4/2026.

Dell Technologies Trading Down 5.6%

Shares of NYSE DELL opened at $144.91 on Wednesday. The company has a fifty day moving average price of $122.05 and a 200 day moving average price of $132.02. The firm has a market cap of $96.03 billion, a PE ratio of 16.62, a PEG ratio of 0.80 and a beta of 0.97. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same period in the previous year, the company posted $2.68 earnings per share. 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. Equities research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

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

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Blowout Q4/FY2026 results and bullish FY2027 guidance: Dell reported an EPS and revenue beat driven by AI-optimized servers, disclosed a large AI-server backlog and guided to higher revenue/EPS — the core catalyst for the recent rally. Dell Just Shocked Wall Street—Is This AI Rally Just Starting?
• Positive Sentiment: Shareholder returns boosted: management raised the quarterly dividend by 20% and announced a $10 billion repurchase program, supporting cash-return narratives and investor confidence. Dividend and Buyback
• Positive Sentiment: Analyst price-target upgrade: at least one outlet raised Dell’s price target to $155 following the results, reinforcing bullish analyst momentum. Price Target Raised to $155
• Neutral Sentiment: Heightened investor attention: Dell is trending on platforms like Zacks — increased retail/institutional interest can amplify moves but is not itself a directional signal. Zacks Trending Stock
• Neutral Sentiment: Executive movement: a former Dell executive was hired as CFO at Thomson Reuters — notable industry mobility but only a minor, indirect signal for Dell’s operating outlook. Thomson Reuters Names Former Dell Exec CFO
• Negative Sentiment: Rising memory costs: several analysts flagged record-high memory prices that could pressure gross margins and increase component costs, introducing a meaningful near-term margin risk. Analysts Mixed Amid Rising Memory Costs
• Negative Sentiment: Technical/positioning risk after the rally: rapid 20%+ upside in reaction to the results left the stock in overbought territory, making near-term profit-taking and a pullback more likely — a plausible explanation for today’s decline. Technical Overbought/Profit Taking

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DELL. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Bank of America lifted their price target on shares of Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Mizuho increased their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Finally, Raymond James Financial lifted their target price on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $162.17.

Institutional Trading of Dell Technologies

Institutional investors and hedge funds have recently bought and sold shares of the business. Reflection Asset Management acquired a new position in shares of Dell Technologies during the 4th quarter worth approximately $68,000. Clearwave Capital LLC bought a new position in Dell Technologies during the fourth quarter worth $359,000. BDFS Capital LLC bought a new position in shares of Dell Technologies in the fourth quarter valued at about $445,000. Banque Transatlantique SA acquired a new stake in shares of Dell Technologies during the 4th quarter worth about $506,000. Finally, Sit Investment Associates Inc. bought a new stake in shares of Dell Technologies during the 4th quarter worth about $2,159,000. Institutional investors own 76.37% of the company’s stock.

Insiders Place Their Bets

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director directly owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This represents a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 42.00% of the stock is currently owned by corporate insiders.

About Senator Mullin

Markwayne Mullin (Republican Party) is a member of the U.S. Senate from Oklahoma. He assumed office on January 11, 2023. His current term ends on January 3, 2027. Mullin (Republican Party) ran in a special election to the U.S. Senate to represent Oklahoma. He won in the special general election on November 8, 2022. Mullin is a member of the Cherokee Nation and one of four Native American members of the 116th Congress. At the age of 20, Mullin took over his father’s plumbing business. He is also a former professional mixed martial artist. Markwayne Mullin graduated from Stilwell High School. Mullin earned an associate degree in construction technology from Oklahoma State University Institute of Technology. His career experience includes owning and founding multiple businesses.

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.