Dell Technologies (NYSE:DELL) Insider William Scannell Sells 143,067 Shares

Dell Technologies Inc. (NYSE:DELL) insider William Scannell sold 143,067 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This represents a 86.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Dell Technologies Stock Up 4.1%

NYSE DELL traded up $7.20 during trading hours on Wednesday, hitting $184.11. 11,290,183 shares of the stock were exchanged, compared to its average volume of 8,752,676. The company has a market cap of $118.89 billion, a price-to-earnings ratio of 21.11, a price-to-earnings-growth ratio of 0.77 and a beta of 0.96. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $184.86. The stock has a 50-day moving average of $130.58 and a 200 day moving average of $134.58.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the previous year, the company earned $2.68 EPS. The firm’s revenue for the quarter was up 39.5% compared to the same quarter last year. 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 expect that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages have commented on DELL. Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Daiwa Securities Group raised their price objective 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. The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price on the stock. Bank of America increased their target price on shares of Dell Technologies from $155.00 to $172.00 and gave the company a “buy” rating in a report on Monday. Finally, JPMorgan Chase & Co. decreased their price target on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $164.22.

Key Dell Technologies News

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

• Positive Sentiment: Dell launched a redesigned commercial PC portfolio—thinner, more powerful devices positioned for local AI workloads—which supports the company’s push into the AI‑PC upgrade cycle and corporate refresh spending. Dell Reimagines Commercial PCs
• Positive Sentiment: Analysts and sell‑side shops have turned more constructive after Dell’s strong results and AI positioning—Bank of America raised its price target and other firms reiterated Outperform/Buy ratings, helping fuel upside momentum. BofA Boosts PT to $172
• Positive Sentiment: Dell’s recent earnings (Feb. 26) beat consensus on both EPS and revenue and management gave FY guidance that reduced uncertainty—this underpins the bullish analyst commentary and investor appetite for its AI/server exposure. DELL Earnings & Guidance
• Positive Sentiment: Institutional flows show significant buys from large investors (including Norges Bank, Wellington and Invesco), which supports the stock’s upward pressure and liquidity on rallies. Institutional Holdings
• Neutral Sentiment: Industry pieces note the broader computer/AI‑PC theme is benefiting multiple players (including Dell), confirming market demand but also signaling increased competition—this is a market‑level tailwind rather than unique to Dell. Computer Industry Outlook
• Neutral Sentiment: Coverage comparing peers (e.g., HP positioning for AI PCs) highlights both the market opportunity and competitive dynamics—good for the sector but keeps execution and share gains in focus. HP Competitive Context
• Negative Sentiment: Multiple insider sales have been reported recently (including directors and the CAO), with large director dispositions filed—while common for liquidity or diversification, these sizable sales can spook some investors. Insider Sale Filings
• Negative Sentiment: Contrarian analysis cautions that a large reported AI backlog and bullish narrative don’t eliminate valuation and execution risks—if AI demand or margins disappoint, downside could follow. Contrarian Valuation/Execution Concerns

Hedge Funds Weigh In On Dell Technologies

Several hedge funds have recently added to or reduced their stakes in DELL. Old North State Trust LLC purchased a new stake in shares of Dell Technologies in the fourth quarter valued at about $630,000. Rockefeller Capital Management L.P. increased its stake in shares of Dell Technologies by 27.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 263,564 shares of the technology company’s stock worth $33,178,000 after purchasing an additional 56,203 shares in the last quarter. World Investment Advisors raised its position in shares of Dell Technologies by 18.2% during the 4th quarter. World Investment Advisors now owns 12,179 shares of the technology company’s stock worth $1,533,000 after purchasing an additional 1,874 shares during the last quarter. Corient Private Wealth LLC lifted its stake in Dell Technologies by 7.2% in the 4th quarter. Corient Private Wealth LLC now owns 119,018 shares of the technology company’s stock valued at $15,050,000 after buying an additional 7,957 shares in the last quarter. Finally, Auto Owners Insurance Co lifted its stake in Dell Technologies by 12,488.0% in the 4th quarter. Auto Owners Insurance Co now owns 522,024 shares of the technology company’s stock valued at $6,571,000 after buying an additional 517,877 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

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.