Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $930,120.00 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Lynn Vojvodich Radakovich sold 2,022 shares of the firm’s stock in a transaction that occurred on Thursday, October 22nd. The shares were sold at an average price of $460.00, for a total transaction of $930,120.00. Following the completion of the transaction, the director owned 25,686 shares of the company’s stock, valued at approximately $11,815,560. This trade represents a 7.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Lynn Vojvodich Radakovich also recently made the following trade(s):

• On Tuesday, September 22nd, Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies stock. The stock was sold at an average price of $565.28, for a total transaction of $1,142,996.16.
• On Monday, August 24th, Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies stock. The shares were sold at an average price of $438.21, for a total transaction of $886,060.62.

Dell Technologies Trading Up 2.4%

NYSE:DELL traded up $11.16 during trading hours on Monday, hitting $467.61. 4,731,986 shares of the company were exchanged, compared to its average volume of 8,242,354. The company has a fifty day simple moving average of $513.41 and a 200 day simple moving average of $405.17. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $595.51. The stock has a market capitalization of $297.31 billion, a price-to-earnings ratio of 27.14, a price-to-earnings-growth ratio of 0.47 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the prior year, the firm posted $1.70 EPS. The company’s revenue for the quarter was up 57.7% compared to the same quarter last year. 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. Equities research analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is 14.63%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. increased their price objective on shares of Dell Technologies from $565.00 to $635.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. Citigroup boosted their target price on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Wells Fargo & Company upped their price target on Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. TD Cowen increased their price target on Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a report on Tuesday, September 29th. Finally, Fox Advisors upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price target on the stock in a report on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $569.96.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in DELL. Noble Wealth Management PBC raised its holdings in shares of Dell Technologies by 113.6% in the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after acquiring an additional 25 shares during the last quarter. Cornerstone Financial Management LLC increased its holdings in Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after purchasing an additional 23 shares in the last quarter. Premier Financial Group bought a new stake in Dell Technologies during the 2nd quarter worth approximately $34,000. Portus Wealth Advisors LLC bought a new stake in Dell Technologies during the 1st quarter worth approximately $35,000. Finally, Byrne Asset Management LLC purchased a new stake in shares of Dell Technologies in the second quarter worth approximately $38,000. 76.37% of the stock is owned by institutional investors.

Key Dell Technologies News

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Industrial AI deployment strengthens Dell’s real-world credentials. Honeywell launched Forge Plant Cognition with NVIDIA AI and Dell infrastructure for the Dangote refinery, demonstrating Dell’s role in deploying AI for refining, petrochemical and LNG operations. Honeywell Technologies Launches Forge Plant Cognition with NVIDIA AI and Dell Technologies Capabilities
• Positive Sentiment: Dell is expanding its AI-factory offerings with NVIDIA. New agentic-AI capabilities and an emphasis on scalable, on-premises systems could support demand from businesses that want AI infrastructure without relying entirely on public cloud providers. Dell AI factory with NVIDIA
• Positive Sentiment: Additional customer wins broaden the growth opportunity. Dell is supplying AI systems for Honeywell’s refinery platform, sports-performance and education analytics projects, while potentially benefiting from Japan’s planned investment in large-scale AI data centers. Dell Technologies Lands Real World AI Wins
• Neutral Sentiment: Investor attention and peer comparisons are supporting visibility, not changing fundamentals. Zacks reports elevated interest in DELL and compares its performance with peers such as CDW. Broader industry reports also point to expanding hybrid-cloud, converged-infrastructure and data-center automation markets, areas where Dell is a major supplier. Dell Technologies Is Attracting Investor Attention
• Negative Sentiment: Valuation and cash-generation risks remain important. After substantial multiyear gains, one analysis argues Dell may be priced for an AI cycle that continues without a meaningful peak. Investors will likely focus on whether AI growth converts into sufficient free cash flow to justify the valuation. Dell: Priced For A Cycle That Never Peaks
• Negative Sentiment: Insider selling is a cautionary signal. Dell executives are among insiders selling shares across prominent AI companies. However, the report notes that analyst support, institutional buying and strong fundamentals indicate the selling has not yet materially undermined the broader AI investment thesis. Insiders Are Selling These 5 AI Stocks—Should You Worry?

Dell Technologies Company Profile

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, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.