Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 4,417 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 4,417 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $146.75, for a total transaction of $648,194.75. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

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

• 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 transaction of $74,883,300.00.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were 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

DELL opened at $146.39 on Friday. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $168.08. The stock’s 50 day moving average price is $123.12 and its 200 day moving average price is $132.28. The stock has a market cap of $97.01 billion, a P/E ratio of 16.79, a P/E/G ratio of 0.68 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion during 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 company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Equities analysts anticipate that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is 24.08%.

More Dell Technologies News

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

• Positive Sentiment: Record quarter and AI demand — Dell reported record revenue and earnings driven by robust AI server demand, raised its dividend and expanded its buyback program, and highlighted new AI-focused products and partnerships (positive catalysts for revenue, margins and capital returns). Dell Earnings Highlight AI Server Growth
• Positive Sentiment: AI server backlog and ISG momentum — Dell’s Infrastructure Solutions Group posted record revenues with a large backlog (~$43B) and management projects roughly $50B in AI-related revenue for FY27, supporting forward revenue visibility. ISG Revenue Growth Strengthens
• Positive Sentiment: Analyst upgrades and momentum coverage — Daiwa raised its price target to $170 and kept an outperform rating, while multiple outlets (Zacks, Yahoo, MarketBeat) highlight Dell as a momentum/value play after the beat and strong cash generation. These note higher upside and institutional support. Daiwa PT Raise
• Neutral Sentiment: Valuation/price momentum — Coverage points out a recent sharp share rally (strong weekly/monthly gains), prompting re‑assessments of valuation and whether upside is already priced in; this is informational but increases sensitivity to near-term data. Assessing Valuation After Surge
• Neutral Sentiment: Industry positioning — Dell is featured in data-center/AI market reports as a leader alongside Broadcom and HPE, confirming strategic positioning but not changing near-term fundamentals by itself. Data Center Solutions Report
• Negative Sentiment: Insider/director selling — SEC filings show large director sales on March 2 (hundreds of thousands of shares sold), which can sap sentiment and trigger near-term selling pressure even when results are strong. SEC Filing – Director Sale

Institutional Trading of Dell Technologies

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Bank of America upped their price target on shares of Dell Technologies from $135.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, February 27th. The Goldman Sachs Group started coverage on Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price on the stock. Citigroup cut their target price on Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, Morgan Stanley boosted their price objective on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research note on Friday, February 27th. Sixteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average 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.