Key Points
- Director Egon Durban sold 1,850 Dell shares at an average price of $548.40, generating approximately $1.01 million; he retained 1,405,236 shares afterward.
- Dell reported strong quarterly results, with $7.04 in EPS and $46.97 billion in revenue, beating estimates and marking 57.7% year-over-year revenue growth.
- Analysts maintain a generally bullish outlook, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $567.12; Dell also declared a quarterly dividend of $0.63 per share.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Egon Durban sold 1,850 shares of the company's stock in a transaction on Wednesday, September 23rd. The stock was sold at an average price of $548.40, for a total value of $1,014,540.00. Following the sale, the director owned 1,405,236 shares of the company's stock, valued at approximately $770,631,422.40. This represents a 0.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.
Dell Technologies Stock Up 5.0%
Dell Technologies stock opened at $562.90 on Friday. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51. The business's 50-day moving average price is $478.28 and its two-hundred day moving average price is $352.86. The stock has a market cap of $357.90 billion, a PE ratio of 32.67, a P/E/G ratio of 0.55 and a beta of 1.34.
Dell Technologies (NYSE:DELL - Get Free Report) last issued its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping the consensus estimate of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The firm had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the previous year, the firm earned $1.70 earnings per share. The business's quarterly revenue was up 57.7% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, analysts expect that Dell Technologies Inc. will post 25.14 earnings per share for the current year.
Dell Technologies Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Tuesday, October 20th. Dell Technologies's dividend payout ratio is currently 14.63%.
Hedge Funds Weigh In On Dell Technologies
Several large investors have recently modified their holdings of DELL. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in Dell Technologies during the 4th quarter worth about $23,332,000. Plato Investment Management Ltd acquired a new stake in shares of Dell Technologies in the second quarter valued at about $5,913,000. Gabelli Funds LLC raised its position in shares of Dell Technologies by 49.0% during the first quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company's stock worth $7,565,000 after acquiring an additional 15,150 shares during the last quarter. MUFG Securities EMEA plc lifted its stake in shares of Dell Technologies by 112.9% in the fourth quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company's stock worth $1,555,000 after acquiring an additional 6,553 shares during the period. Finally, Deutsche Bank AG lifted its stake in shares of Dell Technologies by 24.6% in the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company's stock worth $694,489,000 after acquiring an additional 1,090,336 shares during the period. Institutional investors own 76.37% of the company's stock.
Analysts Set New Price Targets
A number of analysts have weighed in on the stock. Truist Financial boosted their target price on shares of Dell Technologies from $360.00 to $505.00 and gave the stock a "hold" rating in a research note on Wednesday, September 2nd. Citigroup increased their price target on Dell Technologies from $515.00 to $600.00 and gave the company a "buy" rating in a research note on Wednesday, September 2nd. Fox Advisors raised Dell Technologies from an "equal weight" rating to an "overweight" rating and set a $625.00 price objective on the stock in a report on Wednesday, September 2nd. Daiwa Securities Group boosted their price objective on Dell Technologies from $465.00 to $625.00 and gave the stock an "outperform" rating in a research report on Friday, September 18th. Finally, Wells Fargo & Company upped their target price on Dell Technologies from $505.00 to $545.00 and gave the stock an "overweight" rating in a report on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $567.12.
Check Out Our Latest Report on Dell Technologies
Key Headlines Impacting Dell Technologies
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Morgan Stanley increased the odds assigned to its $756 bull-case valuation, reinforcing confidence that Dell can benefit from sustained AI infrastructure demand. Morgan Stanley raises Dell bull-case odds
- Positive Sentiment: The stock is recovering after concerns about delays at Oracle’s Project Jupiter data center pressured AI-infrastructure companies. The rebound suggests investors currently view those concerns as a timing issue rather than a fundamental setback for Dell. Why Dell stock is surging
- Positive Sentiment: Dell’s fundamental AI narrative remains strong, with reported AI-server orders of approximately $60.9 billion and an AI backlog near $95 billion. Recent quarterly results also exceeded expectations, with $7.04 in EPS and $46.97 billion in revenue. Dell versus HPE AI infrastructure outlook
- Neutral Sentiment: Director Egon Durban sold 1,850 shares for about $1.0 million, while another director, Lynn Vojvodich Radakovich, sold 2,022 shares for about $1.1 million. Radakovich’s transaction was made under a pre-arranged Rule 10b5-1 plan, and both directors retain stock holdings.
- Negative Sentiment: Broader executive and shareholder selling—reported at roughly $32 million among notable insiders, alongside continued Silver Lake-related sales—could create supply and profit-taking pressure after Dell’s substantial rally. Dell executive stock sales
- Negative Sentiment: Investors continue to weigh valuation risk and a weaker projected PC market against the company’s AI growth. UBS expects PC sales to contract in 2027, potentially limiting Dell’s traditional client-hardware business. UBS PC outlook
Dell Technologies Company Profile
(
Get Free Report)
Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.
The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.
Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.
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