Jennifer Saavedra Sells 10,200 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) insider Jennifer Saavedra sold 10,200 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the sale, the insider directly owned 252,715 shares in the company, valued at approximately $36,643,675. The trade was a 3.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Dell Technologies Stock Up 1.7%

DELL opened at $149.85 on Friday. The firm has a 50 day moving average price of $124.73 and a 200-day moving average price of $132.74. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08. The stock has a market capitalization of $99.31 billion, a price-to-earnings ratio of 17.18, a PEG ratio of 0.69 and a beta of 0.97.

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 net margin of 5.23% and a negative return on equity of 236.90%. The company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter last year, the company posted $2.68 earnings per share. The firm’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, analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

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

More Dell Technologies News

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

• Positive Sentiment: Q4 beat and AI backlog: Dell’s recent quarter topped revenue and EPS estimates and coverage highlights a multi‑billion AI/server backlog that underpins near‑term revenue visibility and investor excitement. Dell, IBD Stock Of The Day, Buoyed By ‘Texas-Size AI Backlog’
• Positive Sentiment: Dividend hike: Dell raised its quarterly dividend by 20% (to $0.63), signaling management confidence and increasing yield for income-focused investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Positive Sentiment: Strategic AI positioning: CEO Michael Dell is publicly partnering with the U.S. Department of Energy on national AI infrastructure build‑out — a credibility boost for Dell’s role in large public/private AI projects. Dell and DOE Partner on Building AI Infrastructure
• Positive Sentiment: Analyst & institutional demand: Multiple outlets note price‑target increases, mutual‑fund/institutional buying, and continued buy ratings that support near‑term technical momentum. MarketBeat Coverage and Analyst Notes
• Neutral Sentiment: Sector noise: Broad tech weakness this afternoon is pressuring names across the board; Dell benefits from AI tailwinds but isn’t immune to sector swings. Sector Update: Tech Stocks Retreat in Afternoon Trading
• Neutral Sentiment: Market commentary keeps DELL in screens: Zacks and other investment idea pieces highlight Dell among AI infrastructure plays — supportive for visibility but not a single catalyst. The Zacks Analyst Blog — Dell Featured
• Negative Sentiment: Large insider selling: Significant recent sales by director Ellen Kullman (~150k shares, ~$21.8M) and other insider disposals raise short‑term supply concerns and can weigh on sentiment. Ellen Kullman SEC Filing — Insider Sale
• Negative Sentiment: Margin pressure risk: Coverage points to rising component/DRAM costs and a richer AI‑server mix that could compress hardware gross margins even as revenue grows — a key reason for recent profit‑taking. Margin Worries Report — QuiverQuant

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Norges Bank purchased a new stake in Dell Technologies in the 4th quarter worth approximately $607,349,000. Wellington Management Group LLP boosted its position in shares of Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after purchasing an additional 2,937,137 shares during the period. Invesco Ltd. boosted its position in shares of Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after purchasing an additional 2,445,854 shares during the period. Michael & Susan Dell Foundation increased its stake in shares of Dell Technologies by 533.3% in the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after purchasing an additional 2,258,797 shares in the last quarter. Finally, Franklin Resources Inc. raised its position in shares of Dell Technologies by 541.9% during the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after purchasing an additional 1,685,529 shares during the period. 76.37% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of recent research reports. JPMorgan Chase & Co. lowered their target price on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Wall Street Zen upgraded Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Raymond James Financial upped their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Mizuho raised their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Finally, Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Sixteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and an average target price of $163.28.

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.