Key Points
- Director Ellen Jamison Kullman sold 150,346 shares on March 6 at an average $145.13 for roughly $21.82M, reducing her stake by 69.6% (now owns 65,662 shares), a large insider sale that could pressure near-term sentiment.
- Dell beat expectations for the quarter with $3.89 EPS vs. $3.53 estimate and revenue of $33.38 billion (up 39.5% y/y), and the company set Q1 2027 guidance at 2.90 EPS and FY 2027 guidance at 12.90 EPS.
- Dell raised its quarterly dividend to $0.63 (a 20% increase, $2.52 annualized, yield 1.8%, ex-dividend Apr 21), while large institutions such as Norges Bank, Wellington and Invesco have significantly increased positions, signaling institutional confidence.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Ellen Jamison Kullman sold 150,346 shares of the business's stock in a transaction that occurred 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 $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.
Dell Technologies Price Performance
NYSE:DELL opened at $143.74 on Wednesday. The firm has a market capitalization of $95.25 billion, a price-to-earnings ratio of 16.48, a PEG ratio of 0.68 and a beta of 0.97. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $168.08. The business has a 50 day simple moving average of $123.82 and a 200-day simple moving average of $132.51.
Dell Technologies (NYSE:DELL - Get Free Report) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share 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 firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the previous year, the company posted $2.68 EPS. The company'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. As a group, analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.
Dell Technologies Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. This is a positive change from Dell Technologies's previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. Dell Technologies's dividend payout ratio (DPR) is presently 24.08%.
More Dell Technologies News
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Dell raised its dividend by 20%, boosting near-term shareholder yield and signaling management is prioritizing returns — a clear catalyst for income-focused and dividend-growth investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
- Positive Sentiment: Mutual funds have been increasing Dell exposure recently, putting the stock on buy-point watchlists — institutional buying can support near-term demand. Mutual Funds Load Up On This Defense Name, Dell Stock
- Positive Sentiment: Dell is pushing deeper into AI/edge markets (new rugged PowerEdge XR9700, expanded Unisys alliance and Dataloop deal) — moves that expand higher-margin services and AI-server addressable markets over time. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
- Positive Sentiment: At least one outlet reported Dell’s price target was raised to $170, reflecting continued analyst bullishness after recent results. Higher targets can underpin investor conviction. Dell Technologies (NYSE:DELL) Price Target Raised to $170.00
- Neutral Sentiment: Zacks and other market-commentary pieces are featuring Dell among investment ideas, keeping the name in investor screens but not adding a single definitive catalyst. Zacks Investment Ideas feature highlights Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell
- Neutral Sentiment: Local reporting notes Dell is trimming headcount in Round Rock while revenue remains strong — operational tightening can help margins, but also raises questions about execution and workforce risk. Dell employing fewer people here — but it's raking in the revenue
- Negative Sentiment: Director Ellen Jamison Kullman sold 150,346 shares (≈$21.8M), materially reducing her stake — a large, recent insider sale that can spook investors when paired with other selling. Insider Sale Filing — Ellen Jamison Kullman
- Negative Sentiment: Coverage flagged renewed margin worries: rising DRAM/component prices and a richer AI-server mix could compress hardware gross margins even as revenue grows — a primary reason for today’s pullback. Dell slides 3.5% as margin worries resurface after AI-fueled rally
- Negative Sentiment: Reporting shows multiple large insider sales (including other directors/executives), reinforcing sell-pressure narrative and raising governance/stock-supply concerns for short-term sentiment. Dell Technologies (NYSE:DELL) Director Sells $74,883,300.00 in Stock
Hedge Funds Weigh In On Dell Technologies
Several institutional investors have recently made changes to their positions in the company. Norges Bank purchased a new stake in Dell Technologies in the fourth quarter worth about $607,349,000. Wellington Management Group LLP increased its position in Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company's stock valued at $426,129,000 after purchasing an additional 2,937,137 shares during the period. Invesco Ltd. raised its holdings 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 purchasing an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation lifted its position in shares of 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. Finally, Franklin Resources Inc. boosted its stake in shares of Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company's stock valued at $283,052,000 after purchasing an additional 1,685,529 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company's stock.
Wall Street Analysts Forecast Growth
A number of equities analysts recently commented on the stock. Barclays lifted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an "overweight" rating in a research note on Friday, February 27th. Bank of America raised their price objective on shares of Dell Technologies from $135.00 to $155.00 and gave the stock a "buy" rating in a research note on Friday, February 27th. JPMorgan Chase & Co. dropped their target price on Dell Technologies from $170.00 to $155.00 and set an "overweight" rating for the company in a research report on Thursday, February 19th. Wall Street Zen upgraded Dell Technologies from a "hold" rating to a "buy" rating in a report on Saturday, February 28th. Finally, Piper Sandler decreased their price target on Dell Technologies from $172.00 to $167.00 and set an "overweight" rating for the company in a research note on Friday, February 27th. Sixteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $163.28.
Check Out Our Latest Research Report on DELL
About Dell Technologies
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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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