Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 237,431 Shares

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 237,431 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $154.40, for a total transaction of $36,659,346.40. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

V (Gp) L.L.C. Slta also recently made the following trade(s):

• On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The stock was sold at an average price of $146.75, for a total value of $648,194.75.
• On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The stock was sold at an average price of $149.43, for a total value of $41,476,836.81.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The stock was sold at an average price of $151.13, for a total value of $33,616,450.42.

Dell Technologies Price Performance

Shares of DELL stock traded up $7.63 during trading hours on Thursday, hitting $156.84. The stock had a trading volume of 7,674,650 shares, compared to its average volume of 8,292,689. The firm has a market capitalization of $103.93 billion, a PE ratio of 17.99, a PEG ratio of 0.71 and a beta of 0.97. The stock’s 50 day moving average is $127.03 and its 200 day moving average is $133.38. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $168.08.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the prior year, the firm earned $2.68 EPS. Dell Technologies’s revenue for the quarter was up 39.5% on a year-over-year basis. 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, equities 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 declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.6%. Dell Technologies’s payout ratio is presently 28.90%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of DELL. Vanguard Group Inc. grew its stake in shares of Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp lifted its stake in shares of Dell Technologies by 1.8% in the fourth quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares during the period. Geode Capital Management LLC boosted its holdings in Dell Technologies by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after buying an additional 108,011 shares in the last quarter. Invesco Ltd. grew its position in Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the period. Finally, Boston Partners increased its holdings in Dell Technologies by 15.0% in the second quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock valued at $725,586,000 after buying an additional 771,966 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Jim Cramer publicly endorsed DELL as an undervalued, customer-favored play, which can trigger retail and momentum buying. Jim Cramer on Dell Technologies
• Positive Sentiment: Analysts and coverage highlight accelerating AI-server demand: Zacks reports $64B in AI server orders and a $43B backlog, supporting Dell’s FY27 AI revenue targets and growth narrative. DELL’s AI Server Momentum Surges
• Positive Sentiment: Market commentary ties today’s strength to new AI infrastructure momentum from GTC plus upbeat FY27 guidance (large AI revenue target, expanded buybacks/dividends), which supports investor optimism. Dell shares rise as investors focus on fresh AI infrastructure momentum
• Positive Sentiment: Technical/price momentum commentary notes a big recent run (30% in a month) and reiterates a large FY27 AI revenue target (~$50B), reinforcing a momentum-driven re-rating. Dell Stock Soars 30% In a Month
• Neutral Sentiment: Wall Street/industry lists (big-data stock roundups, average analyst ratings) remain constructive overall (median targets above current levels), supporting the longer-term thesis but not guaranteeing near-term upside. Dell Receives Average Rating of “Moderate Buy”
• Negative Sentiment: Ongoing cost-cutting: multiple reports confirm Dell cut ~10–11k jobs (third consecutive year of ~10% workforce reductions). While this boosts margins and cash return capacity, it raises execution and execution-risk concerns. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships
• Negative Sentiment: Significant insider selling has been reported (large CEO/family and other executive sales), which can weigh on sentiment despite corporate buyback programs. Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales

Analyst Ratings Changes

Several research analysts have weighed in on DELL shares. Piper Sandler lowered their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Bank of America increased their price target on Dell Technologies from $135.00 to $155.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Citic Securities lifted their price objective on shares of Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, November 28th. Morgan Stanley upped their price objective on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Finally, Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Seventeen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $163.28.

About Dell Technologies

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.