Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $438.21, for a total transaction of $886,060.62. Following the sale, the director owned 25,267 shares in the company, valued at approximately $11,072,252.07. This represents a 7.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Lynn Vojvodich Radakovich also recently made the following trade(s):
- On Monday, June 22nd, Lynn Vojvodich Radakovich sold 12,022 shares of Dell Technologies stock. The shares were sold at an average price of $421.00, for a total transaction of $5,061,262.00.
Dell Technologies Trading Up 1.7%
DELL stock opened at $471.55 on Friday. The firm’s 50-day moving average is $431.85 and its two-hundred day moving average is $295.17. The company has a market capitalization of $305.62 billion, a price-to-earnings ratio of 37.45, a price-to-earnings-growth ratio of 0.96 and a beta of 1.33. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $514.00.
Dell Technologies Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.
Hedge Funds Weigh In On Dell Technologies
Hedge funds and other institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System lifted its stake in Dell Technologies by 41,141.5% during the second quarter. California State Teachers Retirement System now owns 198,605,353 shares of the technology company’s stock valued at $85,690,266,000 after buying an additional 198,123,786 shares in the last quarter. Norges Bank purchased a new position in shares of Dell Technologies in the fourth quarter worth approximately $607,349,000. Wellington Management Group LLP raised its holdings in shares of Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after acquiring an additional 2,937,137 shares during the period. Invesco Ltd. lifted its position in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after acquiring an additional 2,445,854 shares in the last quarter. Finally, Michael & Susan Dell Foundation boosted its stake in Dell Technologies by 533.3% in the 4th 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 during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.
Dell Technologies News Roundup
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: AI infrastructure demand remains the main catalyst. Dell discussed scaling AI networking from 800G to 1.6T and highlighted the specialized requirements of AI data centers. The commentary supports the view that demand for AI servers, networking equipment and related infrastructure remains strong. Dell AI networking transcript
- Positive Sentiment: Investors expect another strong earnings performance. Analysts anticipate substantial year-over-year growth in revenue and earnings for the quarter ended July 2026. Optimism is reinforced by Dell’s previous quarterly results, when revenue and EPS exceeded consensus estimates by wide margins. Dell Q2 earnings expectations
- Positive Sentiment: AI-focused analysts remain constructive. Mizuho identified Dell as a preferred way to participate in the data-center buildout, while other commentary suggests the company could deliver a further “beat-and-raise” quarter. Some bullish projections see additional upside if AI-server growth continues. Mizuho AI stock picks
- Neutral Sentiment: September 1 earnings are the next major catalyst. Dell is scheduled to report fiscal second-quarter results after the market close, making guidance for AI-server demand, supply capacity and margins especially important. Dell earnings preview
- Negative Sentiment: Valuation and execution risks are becoming more prominent. Dell may not be able to build servers quickly enough to meet demand, while the incremental volume is relatively low margin. Consensus expectations already appear higher than management’s guidance, raising the risk of a disappointing outlook or limited upside after earnings. Dell server capacity and valuation analysis
- Negative Sentiment: Insider selling is a modest overhang. A Dell director sold approximately $886,000 of shares under a pre-arranged Rule 10b5-1 plan, though the transaction does not necessarily indicate weakening fundamentals. Dell SEC insider filing
Analyst Ratings Changes
Several analysts have recently weighed in on the company. The Goldman Sachs Group upped their price objective on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a report on Monday, June 1st. Wells Fargo & Company lifted their target price on Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a report on Friday, August 14th. HSBC raised shares of Dell Technologies to a “buy” rating in a report on Friday, May 29th. Daiwa Securities Group lifted their price objective on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 2nd. Finally, Roth Capital initiated coverage on shares of Dell Technologies in a report on Friday, May 29th. They issued a “buy” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $485.24.
View Our Latest Stock Analysis on DELL
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.
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