Key Points
- Director V (Gp) L.L.C. Slta sold a total of 1,251,849 shares of Dell in multiple March transactions — including 237,431 shares on March 17 at $154.40 and a 510,000‑share sale on March 4 — raising about $187.3 million overall.
- Despite the insider selling, Dell beat quarterly estimates (EPS $3.89 vs $3.53; revenue $33.38B, up 39.5% YoY), set FY27 EPS guidance at 12.9, raised its quarterly dividend to $0.63, and retains a consensus analyst stance of “Moderate Buy” with an average target near $163.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director V (Gp) L.L.C. Slta sold 237,431 shares of the company's stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $154.40, for a total transaction of $36,659,346.40. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink.
V (Gp) L.L.C. Slta also recently made the following trade(s):
- On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The shares were sold at an average price of $146.75, for a total value of $648,194.75.
- On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00.
- On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were sold at an average price of $149.43, for a total value of $41,476,836.81.
- On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The shares were sold at an average price of $151.13, for a total value of $33,616,450.42.
Dell Technologies Price Performance
NYSE:DELL opened at $156.84 on Friday. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $168.08. The firm's 50 day simple moving average is $127.79 and its 200 day simple moving average is $133.54. The company has a market cap of $103.93 billion, a PE ratio of 17.99, a P/E/G ratio of 0.70 and a beta of 0.97.
Dell Technologies (NYSE:DELL - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts' consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the previous year, the business earned $2.68 earnings per share. Dell Technologies's revenue 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. Equities research analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current year.
Dell Technologies Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders 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 dividend yield of 1.6%. 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 is 24.08%.
Institutional Investors Weigh In On Dell Technologies
Hedge funds have recently added to or reduced their stakes in the company. Phoenix Financial Ltd. raised its holdings in Dell Technologies by 95.3% during the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company's stock worth $4,923,000 after buying an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC raised its holdings in shares of Dell Technologies by 24,493.8% in the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company's stock worth $58,402,000 after acquiring an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI boosted its stake in Dell Technologies by 637.3% during the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company's stock valued at $2,741,000 after purchasing an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC purchased a new stake in shares of Dell Technologies in the third quarter worth approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC lifted its holdings in shares of Dell Technologies by 4.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company's stock valued at $40,990,000 after purchasing an additional 12,695 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company's stock.
Analysts Set New Price Targets
A number of research analysts have recently issued reports on the stock. Dbs Bank upgraded shares of Dell Technologies to a "moderate buy" rating in a research report on Monday, January 5th. The Goldman Sachs Group started coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They set a "buy" rating and a $165.00 price target on the stock. Bank of America lifted their price objective on Dell Technologies from $135.00 to $155.00 and gave the stock a "buy" rating in a research report on Friday, February 27th. Barclays raised their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an "overweight" rating in a research note on Friday, February 27th. Finally, UBS Group cut their price target on Dell Technologies from $186.00 to $167.00 and set a "buy" rating on the stock in a report on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $163.28.
Get Our Latest Report on Dell Technologies
Trending Headlines about Dell Technologies
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Dell’s AI-server momentum: reports cite large AI orders and a hefty backlog (Zacks: ~$64B in orders, $43B backlog), highlighting that AI-optimized servers are becoming a material growth engine. DELL's AI Server Momentum Surges: Can It Drive Long-Term Growth?
- Positive Sentiment: GTC / Nvidia momentum and upbeat FY27 outlook: coverage links new “Dell AI Factory” activity at GTC, management’s FY27 AI revenue targets (~$50B) and expanded capital returns (dividend increase, bigger buyback authorization) — supportive for near-term demand and shareholder returns. Dell shares rise as investors focus on fresh AI infrastructure momentum
- Positive Sentiment: Product refresh: Dell revived its Precision laptop line with a sleeker design and higher performance — a timely upgrade for professional/enterprise customers that can support PC revenue and OEM positioning. Dell revives Precision laptop line with a sleeker design and serious power boost
- Positive Sentiment: High-profile bullish commentary and analyst tone: Jim Cramer publicly endorsed DELL as attractive, and recent analyst coverage is generally positive (median price targets near $167; some firms call it a “moderate buy”), which can attract more flows. Jim Cramer on Dell Technologies
- Neutral Sentiment: Competitive/benchmark noise: early benchmark pieces note Apple’s new MacBook Neo outperforms a Dell Windows laptop on some Windows 11 tests — a reminder of consumer competitive pressure, though enterprise AI/server strength remains the dominant driver. MacBook Neo beats Dell laptop on Windows 11 benchmarks - TechRadar
- Negative Sentiment: Large insider/director share sales disclosed (mid‑March filings show several sales at ~$152–154 per share totaling hundreds of thousands of shares), which can spook investors despite company-level strength. SEC filing: Director sale disclosure
- Negative Sentiment: Workforce reductions: filings and reporting indicate Dell cut >10% of its global workforce (another large round of job cuts), which reduces costs but raises execution and product-delivery risk. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships
Dell Technologies Company Profile
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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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