Jane Tunnell Sells 28,529 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) CMO Jane Tunnell sold 28,529 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total value of $4,350,957.79. Following the transaction, the chief marketing officer directly owned 53,373 shares in the company, valued at approximately $8,139,916.23. This represents a 34.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Dell Technologies Trading Up 1.0%

Shares of DELL stock traded up $1.51 on Friday, reaching $158.27. 23,100,859 shares of the company’s stock were exchanged, compared to its average volume of 8,566,875. The company’s fifty day simple moving average is $128.55 and its 200 day simple moving average is $133.79. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $169.90. The stock has a market capitalization of $104.88 billion, a PE ratio of 18.15, a P/E/G ratio of 0.70 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating 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 company had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the prior year, the company posted $2.68 EPS. Dell Technologies’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, sell-side analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.6%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is 24.08%.

Key Dell Technologies News

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

Institutional Investors Weigh In On Dell Technologies

Large investors have recently modified their holdings of the business. Phoenix Financial Ltd. grew its holdings in Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after purchasing an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC lifted its holdings in shares of Dell Technologies by 24,493.8% during the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after purchasing an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI boosted its position in shares of Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after purchasing an additional 16,711 shares in the last quarter. Providence Capital Advisors LLC purchased a new position in Dell Technologies during the 3rd quarter worth $7,060,000. Finally, Allspring Global Investments Holdings LLC increased its position in Dell Technologies by 4.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock valued at $40,990,000 after buying an additional 12,695 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on DELL. JPMorgan Chase & Co. dropped their target price on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Bank of America lifted their price target on shares of Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Piper Sandler dropped their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Evercore restated an “outperform” rating and set a $160.00 price objective on shares of Dell Technologies in a report on Thursday, February 19th. Finally, Wall Street Zen raised Dell Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Seventeen equities 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

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.