Dell Technologies (NYSE:DELL) Director Sells $1,014,540.00 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Egon Durban sold 1,850 shares of Dell Technologies stock in a transaction on Wednesday, September 23rd. The shares were sold at an average price of $548.40, for a total value of $1,014,540.00. Following the completion of the sale, the director owned 1,405,236 shares in the company, valued at $770,631,422.40. This represents a 0.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Dell Technologies Price Performance

Shares of DELL stock traded up $26.88 during trading hours on Friday, reaching $562.90. 8,693,078 shares of the stock were exchanged, compared to its average volume of 8,444,570. The business’s fifty day moving average is $474.97 and its two-hundred day moving average is $351.38. The firm has a market capitalization of $357.90 billion, a P/E ratio of 32.67, a P/E/G ratio of 0.57 and a beta of 1.34. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same period last year, the firm posted $1.70 earnings per share. The company’s revenue for the quarter was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, equities research analysts predict that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.

Analyst Ratings Changes

A number of research firms have recently issued reports on DELL. HSBC upgraded shares of Dell Technologies to a “buy” rating in a research note on Friday, May 29th. US Capital Advisors set a $625.00 target price on shares of Dell Technologies in a research note on Wednesday, September 2nd. The Goldman Sachs Group raised their target price on shares of Dell Technologies from $510.00 to $570.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. Fox Advisors raised Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 target price on the stock in a report on Wednesday, September 2nd. Finally, Citigroup upped their price target on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $567.12.

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently made changes to their positions in DELL. Norges Bank bought a new stake in Dell Technologies during the 4th quarter worth approximately $607,349,000. Wellington Management Group LLP grew its stake in shares of Dell Technologies by 140.1% during the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after buying an additional 1,474,347 shares during the last quarter. Deutsche Bank AG boosted its position in Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after buying an additional 1,090,336 shares during the period. Bank of America Corp DE lifted its holdings in shares of Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after buying an additional 1,011,101 shares during the period. Finally, Auto Owners Insurance Co lifted its stake in Dell Technologies by 12,488.0% in the fourth quarter. Auto Owners Insurance Co now owns 522,024 shares of the technology company’s stock worth $6,571,000 after acquiring an additional 517,877 shares during the period. Institutional investors own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Morgan Stanley’s higher-confidence bull case is the primary catalyst, suggesting additional upside from current levels if Dell converts its AI demand into sustained revenue and earnings growth. Morgan Stanley raises Dell bull-case odds
• Positive Sentiment: Dell’s AI infrastructure momentum remains strong, with reported AI-server orders of roughly $60.9 billion and an approximately $95 billion backlog. This provides investors with substantial demand visibility and supports the company’s higher earnings outlook.
• Positive Sentiment: The latest quarterly results exceeded expectations, with EPS of $7.04 versus the $4.91 consensus and revenue of $46.97 billion, up 57.7% year over year. Dell’s heavily oversubscribed $5 billion bond sale also indicated strong credit-market confidence in its AI expansion plans. Dell AI-fueled bond sale
• Neutral Sentiment: Shares remain near their 52-week high, and the stock’s premium valuation means investors are demanding continued execution. Wall Street remains broadly positive, but some analysts’ targets are below the current trading range.
• Negative Sentiment: Reports that Oracle’s Project Jupiter data-center rollout could face delays recently pressured AI infrastructure stocks. A recovery in Dell shares suggests investors currently view the issue as a timing concern rather than a deterioration in long-term demand. Why Dell stock is surging
• Negative Sentiment: Executives and directors, including CFO David Kennedy and Director Lynn Vojvodich Radakovich, have sold Dell shares, while Silver Lake-affiliated holders have also reduced positions. Several transactions were conducted under pre-arranged Rule 10b5-1 plans, but the selling could create an overhang after the stock’s substantial rally. Dell executive stock sales

About Dell Technologies

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.