Key Points
- William Scannell sold 143,067 shares at an average price of $165 for about $23.6 million, cutting his stake by **86.79%** to 21,779 shares valued at roughly $3.6 million.
- Dell beat expectations with quarterly EPS of $3.89 versus $3.53 and revenue of $33.38 billion (up 39.5% year‑over‑year), and set Q1 2027 guidance at about 2.90 EPS and FY 2027 guidance at about 12.90 EPS.
- Dell raised its quarterly dividend to **$0.63** (annualized $2.52, yield ~1.4%) from $0.53, with an ex‑dividend date of April 21 and payment on May 1.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) insider William Scannell sold 143,067 shares of the company's stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the transaction, the insider directly owned 21,779 shares of the company's stock, valued at $3,593,535. The trade was a 86.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Dell Technologies Stock Performance
NYSE DELL opened at $184.11 on Thursday. The stock has a market cap of $118.89 billion, a P/E ratio of 21.11, a price-to-earnings-growth ratio of 0.72 and a beta of 0.97. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $184.86. The stock has a 50 day simple moving average of $131.89 and a two-hundred day simple moving average of $134.93.
Dell Technologies (NYSE:DELL - Get Free Report) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to analysts' expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business's revenue was up 39.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.68 earnings per share. 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. Sell-side analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current year.
Dell Technologies Increases Dividend
The business 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 1.4%. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies's previous quarterly dividend of $0.53. Dell Technologies's payout ratio is presently 24.08%.
Dell Technologies News Summary
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Analyst support: Bank of America raised its price target to $172 and several brokerages (Bernstein, Mizuho, Daiwa) have reiterated/upgraded coverage, reinforcing buy-side conviction. Bank of America Boosts Dell Price Target
- Positive Sentiment: Macro/AI momentum and analyst notes pointing to strong enterprise AI/server demand have driven renewed investor interest in Dell as a primary beneficiary of AI infrastructure spending. Dell Hasn’t Given Up on AI PCs
- Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup (sleeker, AI-capable designs) and expanded cybersecurity/resilience offerings for AI deployments — moves that support near‑term revenue and enterprise wallet share. Dell Reimagines Commercial PCs
- Positive Sentiment: Dividend raise: Dell increased its quarterly dividend to $0.63 (annualized $2.52), signaling cash-return discipline that can attract income‑oriented investors. Dividend Increase Coverage
- Positive Sentiment: Institutional interest: Large buys and position increases from funds (e.g., Norges Bank, Wellington, Invesco) suggest sustained institutional allocation to Dell. Institutional Holdings Summary
- Neutral Sentiment: Broader market and sector dynamics — easing memory pressures, renewed CPU demand and a favorable tape for defensive tech names — are helping server/PC stocks generally, including Dell. MarketWatch: Server Makers Move
- Neutral Sentiment: Competitive context: Competitors like HP are also pushing AI‑PC strategies; this validates demand but increases execution/market‑share competition. HP AI-PC Positioning
- Negative Sentiment: Large insider selling: Multiple filings show significant disposals (William F. Scannell, Director V (Gp) L.L.C., CAO Richard Sharp and others) in recent days — high dollar insider sales can create investor caution even if not linked to company fundamentals. William F. Scannell Sale
- Negative Sentiment: Valuation/execution caution: A contrarian analysis warns that a large AI backlog doesn’t eliminate execution risk and that valuation could be vulnerable if demand or margins disappoint. Contrarian Seeking Alpha Piece
Wall Street Analyst Weigh In
DELL has been the topic of a number of research reports. Morgan Stanley lifted their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an "underweight" rating in a research note on Friday, February 27th. Daiwa Securities Group increased their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an "outperform" rating in a research note on Friday, March 6th. JPMorgan Chase & Co. cut their price objective on Dell Technologies from $170.00 to $155.00 and set an "overweight" rating on the stock in a research report on Thursday, February 19th. Barclays upped their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an "overweight" rating in a report on Friday, February 27th. Finally, Mizuho increased their target price on Dell Technologies from $175.00 to $180.00 and gave the stock an "outperform" rating in a research report on Friday, February 27th. Seventeen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $164.22.
Get Our Latest Stock Report on DELL
Institutional Inflows and Outflows
A number of large investors have recently bought and sold shares of DELL. Armstrong Advisory Group Inc. boosted its stake in Dell Technologies by 3.6% during the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company's stock worth $259,000 after acquiring an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC increased its stake in shares of Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company's stock valued at $789,000 after purchasing an additional 71 shares in the last quarter. Westside Investment Management Inc. lifted its holdings in shares of Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company's stock valued at $43,000 after purchasing an additional 78 shares during the last quarter. Pinnacle Associates Ltd. boosted its position in shares of Dell Technologies by 0.4% in the 3rd quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company's stock worth $3,067,000 after purchasing an additional 78 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC boosted its position in shares of Dell Technologies by 2.3% in the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company's stock worth $504,000 after purchasing an additional 81 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other 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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