Key Points
- Richard Troy Sharp, Dell’s chief accounting officer, sold 1,538 shares on March 19 at an average price of $149.26 for $229,561.88, cutting his stake by 16.07% to 8,030 shares.
- Dell delivered a strong quarter—EPS $3.89 vs. $3.53 expected and revenue $33.38B (+39.5% YoY)—and issued Q1 2027 and FY 2027 EPS guidance of 2.900 and 12.900 respectively.
- Quarterly dividend raised to $0.63 (annualized $2.52, 1.5% yield), and analyst upgrades plus large institutional buying helped lift the stock roughly 4.5%.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) CAO Richard Troy Sharp sold 1,538 shares of the business's stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $149.26, for a total transaction of $229,561.88. Following the transaction, the chief accounting officer owned 8,030 shares in the company, valued at approximately $1,198,557.80. This represents a 16.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.
Dell Technologies Trading Up 4.5%
DELL opened at $164.74 on Tuesday. The stock has a market cap of $106.38 billion, a price-to-earnings ratio of 18.89, a PEG ratio of 0.74 and a beta of 0.96. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $169.90. The stock has a fifty day moving average price of $129.43 and a 200 day moving average price of $134.22.
Dell Technologies (NYSE:DELL - Get Free Report) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping 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 analyst estimates of $31.60 billion. During the same period in the prior year, the firm posted $2.68 EPS. The business'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. As a group, sell-side analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.
Dell Technologies Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a dividend of $0.63 per share. 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. This represents a $2.52 annualized dividend and a yield of 1.5%. Dell Technologies's payout ratio is 24.08%.
Analyst Upgrades and Downgrades
Several brokerages have recently commented on DELL. Dbs Bank upgraded shares of Dell Technologies to a "moderate buy" rating in a research note on Monday, January 5th. Mizuho upped their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an "outperform" rating in a report on Friday, February 27th. JPMorgan Chase & Co. lowered 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 report on Thursday, February 19th. UBS Group cut their target price on Dell Technologies from $186.00 to $167.00 and set a "buy" rating on the stock in a report on Wednesday, November 26th. Finally, Daiwa Securities Group upped their price target on Dell Technologies from $150.00 to $170.00 and gave the stock an "outperform" rating in a research note on Friday, March 6th. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $164.22.
Read Our Latest Research Report on Dell Technologies
More Dell Technologies News
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Dell rolled out expanded cybersecurity and resilience offerings targeting AI deployments and emerging quantum risks — a product push that reinforces its AI/server market positioning and could drive incremental enterprise spending. Dell Technologies Expands Cybersecurity and Resilience for the AI Era and Emerging Quantum Risks
- Positive Sentiment: Bank of America raised its price target on DELL to $172 and reiterated a Buy, providing fresh analyst support that likely contributed to the stock move. Price Target Raise Coverage
- Positive Sentiment: Major sell‑side and independent analysts remain constructive on Dell’s AI-server demand; a five‑star analyst note highlighted continued upside from strong enterprise AI spending. Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
- Positive Sentiment: Market coverage and trade‑day summaries noted Dell shares spiking after the company enhancements and the BofA move, indicating positive intraday momentum amid a broader market rally. Why Dell Stock Is Rising Today
- Neutral Sentiment: Broader market tailwinds — including easing geopolitical risk and a strong tape — are supporting tech names generally, which benefits Dell alongside company‑specific news. Geopolitical Thaw: Why This Rally Has Legs
- Negative Sentiment: Several insiders have sold shares recently (CAO Richard Troy Sharp, the CMO, and a director reported large dispositions). Persistent insider selling can create caution among some investors, even if filings don’t indicate diminished confidence in operations. Insider Sale: Richard Troy Sharp CMO Sale Coverage Director Sale Coverage
- Negative Sentiment: A contrarian analysis argues DELL may not be a buy despite a large reported AI backlog, warning that valuation and execution risks remain — a reminder of potential downside if AI demand or margins disappoint. Dell: Why It's Not A Buy Despite A $43B AI Backlog
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in the business. Norges Bank bought a new stake in Dell Technologies in the 4th quarter valued at $607,349,000. Wellington Management Group LLP lifted its holdings in shares of 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 worth $426,129,000 after acquiring an additional 2,937,137 shares during the period. Invesco Ltd. boosted its position in shares of Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company's stock valued at $919,051,000 after acquiring an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation raised its position in Dell Technologies by 533.3% in the fourth 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 in the last quarter. Finally, Franklin Resources Inc. lifted its stake in Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company's stock worth $283,052,000 after purchasing an additional 1,685,529 shares during the period. 76.37% of the stock is owned by institutional investors.
Dell Technologies Company Profile
(
Get Free Report)
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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