Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 4,417 Shares

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 4,417 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $146.75, for a total value of $648,194.75. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

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

• 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 transaction of $74,883,300.00.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The stock was sold at an average price of $149.43, for a total transaction of $41,476,836.81.
• 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 Performance

Shares of NYSE:DELL traded down $0.13 on Friday, reaching $146.39. The company’s stock had a trading volume of 7,094,728 shares, compared to its average volume of 8,583,629. The company has a 50-day simple moving average of $122.78 and a 200 day simple moving average of $132.22. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The company has a market cap of $97.01 billion, a P/E ratio of 16.79, a PEG ratio of 0.67 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping 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 analyst estimates of $31.60 billion. During the same quarter last year, the business posted $2.68 earnings per share. The firm’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. On average, equities research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

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

Dell Technologies News Roundup

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

• Positive Sentiment: Record quarter and AI demand — Dell reported record revenue and earnings driven by robust AI server demand, raised its dividend and expanded its buyback program, and highlighted new AI-focused products and partnerships (positive catalysts for revenue, margins and capital returns). Dell Earnings Highlight AI Server Growth
• Positive Sentiment: AI server backlog and ISG momentum — Dell’s Infrastructure Solutions Group posted record revenues with a large backlog (~$43B) and management projects roughly $50B in AI-related revenue for FY27, supporting forward revenue visibility. ISG Revenue Growth Strengthens
• Positive Sentiment: Analyst upgrades and momentum coverage — Daiwa raised its price target to $170 and kept an outperform rating, while multiple outlets (Zacks, Yahoo, MarketBeat) highlight Dell as a momentum/value play after the beat and strong cash generation. These note higher upside and institutional support. Daiwa PT Raise
• Neutral Sentiment: Valuation/price momentum — Coverage points out a recent sharp share rally (strong weekly/monthly gains), prompting re‑assessments of valuation and whether upside is already priced in; this is informational but increases sensitivity to near-term data. Assessing Valuation After Surge
• Neutral Sentiment: Industry positioning — Dell is featured in data-center/AI market reports as a leader alongside Broadcom and HPE, confirming strategic positioning but not changing near-term fundamentals by itself. Data Center Solutions Report
• Negative Sentiment: Insider/director selling — SEC filings show large director sales on March 2 (hundreds of thousands of shares sold), which can sap sentiment and trigger near-term selling pressure even when results are strong. SEC Filing – Director Sale

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Piper Sandler reduced their target price on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Wall Street Zen upgraded shares of Dell Technologies from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Zacks Research downgraded shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Daiwa Securities Group upped their target price on Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Morgan Stanley increased their price target on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a 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 given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $163.28.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently made changes to their positions in DELL. Winnow Wealth LLC bought a new position in Dell Technologies during the 2nd quarter worth about $25,000. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies in the 4th quarter worth approximately $25,000. Rossby Financial LCC boosted its stake in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in Dell Technologies during the second quarter valued at approximately $28,000. Finally, Navalign LLC bought a new position in Dell Technologies in the fourth quarter worth approximately $29,000. 76.37% of the stock is currently owned by institutional investors.

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.