V (Gp) L.L.C. Slta Sells 299,979 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 299,979 shares of the stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $164.54, for a total transaction of $49,358,544.66. Following the completion of the sale, the director owned 538 shares in the company, valued at $88,522.52. This represents a 99.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

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

• On Friday, March 20th, V (Gp) L.L.C. Slta sold 150,022 shares of Dell Technologies stock. The shares were sold at an average price of $166.96, for a total transaction of $25,047,673.12.
• On Monday, March 23rd, V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock. The shares were sold at an average price of $162.25, for a total transaction of $74,634,837.75.
• On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The stock was 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 stock was 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 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 shares were sold at an average price of $151.13, for a total value of $33,616,450.42.

Dell Technologies Trading Up 7.4%

Shares of NYSE DELL opened at $176.78 on Wednesday. The stock’s 50-day moving average is $130.58 and its 200 day moving average is $134.58. The stock has a market cap of $114.15 billion, a price-to-earnings ratio of 20.27, a P/E/G ratio of 0.77 and a beta of 0.96. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $178.31.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (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 business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the prior year, the firm earned $2.68 earnings per share. Dell Technologies’s revenue for the quarter 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, analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is 28.90%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Strong quarterly results and sell‑side support — Dell reported an EPS beat and robust revenue growth; Bernstein reiterated an Outperform following the print, supporting bullish momentum. Dell Technologies Rated Outperform After Strong Earnings Beat
• Positive Sentiment: Bank of America raised its price target to $172 and reiterated a Buy, adding analyst conviction that likely contributed to investor demand. BofA price-target raise coverage
• Positive Sentiment: Product and go‑to‑market moves for AI/security — Dell expanded cybersecurity and resilience offerings for AI deployments and emerging quantum risks, strengthening its enterprise AI/server value proposition. Dell expands cybersecurity and resilience for AI era
• Positive Sentiment: Channel and partner momentum — Redesign Group achieved Titanium Black status in Dell’s partner program, which helps extend sales reach for Dell’s infrastructure products. Redesign Group Titanium Black
• Positive Sentiment: Institutional accumulation — several large funds and the Michael & Susan Dell Foundation have materially increased Dell stakes over recent quarters, signaling institutional confidence and supply sidelining. MarketBeat DELL ownership & flows
• Neutral Sentiment: Broader market tailwinds — an overall risk‑on market (geopolitical easing and a strong tape) has helped technology names, amplifying Dell’s move but not unique to the company. Geopolitical thaw helps tech rally
• Negative Sentiment: Insider selling — recent filings show the CAO and other insiders sold shares (including a large CMO disposition), which can raise short‑term investor caution even if not uncommon. Insider sale: Richard Troy Sharp CMO sale coverage
• Negative Sentiment: Contrarian valuation/execution concerns — at least one in‑depth note argues Dell may be over‑priced relative to execution risks despite a large AI backlog, a reminder that upside depends on sustained AI order conversion and margins. Contrarian: Dell not a buy despite $43B AI backlog

Analyst Ratings Changes

DELL has been the subject of several recent research reports. Mizuho boosted their price target 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. The Goldman Sachs Group initiated coverage on Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective on the stock. Daiwa Securities Group boosted 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, March 6th. JPMorgan Chase & Co. dropped their target price on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Finally, Bank of America increased their price objective on Dell Technologies from $155.00 to $172.00 and gave the company a “buy” rating in a research note on Monday. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $164.22.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies in the fourth quarter worth $25,000. Rossby Financial LCC lifted its position in 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 buying an additional 184 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in Dell Technologies during the second quarter valued at $28,000. Kemnay Advisory Services Inc. bought a new stake in shares of Dell Technologies during the 4th quarter valued at $29,000. Finally, Navalign LLC purchased a new stake in shares of Dell Technologies in the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

About Dell Technologies

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.