Dell Technologies (NYSE:DELL) CMO Jane Tunnell Sells 28,529 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) CMO Jane Tunnell sold 28,529 shares of Dell Technologies stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total value of $4,350,957.79. Following the transaction, the chief marketing officer owned 53,373 shares of the company’s stock, valued at $8,139,916.23. The trade was a 34.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Dell Technologies Stock Up 1.0%

Shares of DELL opened at $158.27 on Friday. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $169.90. The stock’s 50-day moving average price is $128.55 and its 200-day moving average price is $133.79. The company has a market capitalization of $104.88 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 0.73 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last posted 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 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 analyst estimates of $31.60 billion. During the same period in the previous year, the firm earned $2.68 EPS. The business’s quarterly 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, equities analysts anticipate that Dell Technologies Inc. will post 6.93 EPS 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. Stockholders of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is currently 24.08%.

Institutional Investors Weigh In On Dell Technologies

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

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on DELL shares. Evercore reiterated an “outperform” rating and set a $160.00 price target on shares of Dell Technologies in a research report on Thursday, February 19th. Citic Securities upped their target price on Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, November 28th. Daiwa Securities Group lifted their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Citigroup cut their price target on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. Finally, UBS Group decreased their price objective on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Seventeen research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and an average target price of $163.28.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

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.