Key Points
- Dell director Lynn Vojvodich Radakovich sold 2,022 shares for approximately $886,000 under a pre-arranged Rule 10b5-1 plan, reducing her direct stake by 7.41% to 25,267 shares.
- Dell shares opened at $464.02, near their 12-month high, while the company’s latest quarter significantly exceeded expectations with $4.86 in adjusted earnings per share and $43.84 billion in revenue.
- Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $485.24, supported by strong AI-server demand. Dell also pays a quarterly dividend of $0.63, representing a 0.5% yield.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Lynn Vojvodich Radakovich sold 2,022 shares of the firm's stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $438.21, for a total transaction of $886,060.62. Following the completion of the transaction, the director directly owned 25,267 shares of the company's stock, valued at $11,072,252.07. This represents a 7.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Lynn Vojvodich Radakovich also recently made the following trade(s):
- On Monday, June 22nd, Lynn Vojvodich Radakovich sold 12,022 shares of Dell Technologies stock. The shares were sold at an average price of $421.00, for a total transaction of $5,061,262.00.
Dell Technologies Stock Up 2.8%
DELL opened at $464.02 on Thursday. The stock has a fifty day moving average of $430.62 and a 200-day moving average of $292.70. The firm has a market capitalization of $300.74 billion, a P/E ratio of 36.86, a PEG ratio of 0.94 and a beta of 1.33. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $514.00.
Dell Technologies (NYSE:DELL - Get Free Report) last posted its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies's quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.55 earnings per share. On average, analysts expect that Dell Technologies Inc. will post 18.22 earnings per share for the current fiscal year.
Dell Technologies Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st were issued a $0.63 dividend. The ex-dividend date was Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies's dividend payout ratio is currently 20.02%.
Analyst Upgrades and Downgrades
DELL has been the subject of a number of research reports. Sanford C. Bernstein lifted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company an "outperform" rating in a research note on Friday, May 29th. Bank of America upped their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the stock a "buy" rating in a research note on Friday, May 29th. Daiwa Securities Group increased their price objective on Dell Technologies from $170.00 to $465.00 and gave the stock an "outperform" rating in a report on Tuesday, June 2nd. Loop Capital lifted their price objective on Dell Technologies from $150.00 to $550.00 and gave the company a "buy" rating in a research report on Friday, May 29th. Finally, Piper Sandler boosted their target price on Dell Technologies from $167.00 to $497.00 and gave the company an "overweight" rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $485.24.
Read Our Latest Report on DELL
Dell Technologies News Summary
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: AI server demand remains the primary driver. Analysts and market commentary point to strong demand for Dell’s AI servers, an expanding customer base and a growing pipeline. Mizuho named Dell one of its preferred AI-buildout stocks, while Evercore reportedly expects another “beat-and-raise” quarter. Mizuho Names AI Stocks to Own
- Positive Sentiment: Investors are positioning ahead of earnings. Recent reports highlight expectations for continued earnings growth, supported by AI server demand, enterprise PC growth and high-performance computing partnerships. Dell’s previous quarter substantially exceeded analyst expectations, reinforcing optimism for the upcoming report. Dell Earnings Expected to Grow
- Positive Sentiment: Analyst sentiment and valuation targets are supportive. The recent analyst-target median cited by Quiver Quantitative is $500, with several firms also assigning $500 targets and Barclays at $550. Dell was additionally included in momentum-stock and AI-investment screens. Dell Gains Ahead of Earnings
- Neutral Sentiment: Upcoming investor conferences could provide additional guidance. CEO Michael Dell and CFO David Kennedy are scheduled to present at Goldman Sachs and Citi technology conferences on September 9–10, potentially offering updates on demand and outlook. Dell Investor Conferences
- Negative Sentiment: Insider selling is a potential overhang. Director Lynn Vojvodich Radakovich sold 2,022 shares for approximately $886,000 under a pre-arranged Rule 10b5-1 plan. Broader reported insider activity has also been dominated by sales, although such transactions do not necessarily signal deteriorating fundamentals. SEC Insider Filing
- Negative Sentiment: AI-server export concerns remain a sector risk. A Taiwan investigation involving Super Micro employees temporarily pressured AI-server stocks, including Dell, underscoring regulatory and geopolitical risks surrounding sales to China. Dell’s rebound suggests investors currently view the issue as limited rather than company-specific. Super Micro Taiwan Export Investigation
Institutional Trading of Dell Technologies
Several large investors have recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Dell Technologies by 42.7% in the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company's stock valued at $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Dell Technologies during the second quarter worth approximately $328,000. Marshall Wace LLP acquired a new position in shares of Dell Technologies during the second quarter worth approximately $809,000. Gamco Investors INC. ET AL boosted its position in shares of Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company's stock valued at $819,000 after acquiring an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC grew its stake in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company's stock worth $7,112,000 after acquiring an additional 34,538 shares during the last quarter. 76.37% of the stock is owned by institutional investors.
Dell Technologies Company Profile
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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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