Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 150,346 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the sale, the director directly owned 65,662 shares in the company, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

Dell Technologies Price Performance

NYSE:DELL traded down $2.77 during mid-day trading on Tuesday, reaching $143.74. The stock had a trading volume of 7,516,436 shares, compared to its average volume of 8,534,823. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $168.08. The stock has a market capitalization of $95.25 billion, a PE ratio of 16.48, a P/E/G ratio of 0.68 and a beta of 0.96. The stock has a 50-day simple moving average of $123.50 and a two-hundred day simple moving average of $132.42.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.68 earnings per share. 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. Equities analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on DELL. Citigroup reduced their price target on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Mizuho boosted their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Daiwa Securities Group raised their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research report on Friday. The Goldman Sachs Group assumed coverage on Dell Technologies in a research note on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective for the company. Finally, Raymond James Financial increased their price target on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

Dell Technologies News Summary

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

• Positive Sentiment: Mutual funds have been adding Dell to portfolios, signaling institutional demand that can support the share price as funds position for continued AI/server strength. Mutual Funds Load Up On This Defense Name, Dell Stock
• Positive Sentiment: Zacks and other brokers are featuring Dell among investment ideas, reflecting continued analyst interest and buy-side momentum that could support re-rating if execution holds. Zacks Investment Ideas feature highlights Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell
• Positive Sentiment: Dell is expanding its AI/edge portfolio — launching the rugged PowerEdge XR9700, broadening alliances (Unisys), and integrating Dataloop — moves that deepen its AI-server and edge TAM exposure. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Positive Sentiment: Dell announced a meaningful dividend increase, which supports income-oriented investors and signals confidence in cash flow. 3 Giants Across Sectors Lift Dividends 15% or More (DELL)
• Positive Sentiment: At least one outlet reports a higher price target ($170) and technical commentary shows a bullish structure after recent earnings-driven gains — supportive if momentum resumes. Dell Technologies (NYSE:DELL) Price Target Raised to $170.00
• Neutral Sentiment: Local operations: Dell is trimming headcount in Round Rock while revenue continues to grow — a sign of margin-focused restructuring that could boost margins over time but also raises execution and PR considerations. Dell employing fewer people here — but it’s raking in the revenue
• Negative Sentiment: Short-term sell-off appears driven by renewed margin worries: rising DRAM/component prices and a richer AI-server mix could compress OEM hardware margins despite revenue/backlog strength; combined with recent profit-taking this explains downward pressure today. Dell slides 3.5% as margin worries resurface after AI-fueled rally
• Negative Sentiment: Heavy insider/director selling has been reported recently — a red flag for some investors and a potential contributor to near-term sentiment weakness. Dell Technologies (NYSE:DELL) Director Sells $74,883,300.00 in Stock

Hedge Funds Weigh In On Dell Technologies

Large investors have recently modified their holdings of the company. Winnow Wealth LLC bought a new position in shares of Dell Technologies during the 2nd quarter valued at about $25,000. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies in the 4th quarter worth approximately $25,000. Rossby Financial LCC boosted its stake in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in Dell Technologies during the second quarter valued at approximately $28,000. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies during the fourth quarter worth approximately $29,000. 76.37% of the stock is currently owned by 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.