Insider Selling: Dell Technologies (NYSE:DELL) CMO Sells $4,350,957.79 in Stock

Dell Technologies Inc. (NYSE:DELL) CMO Jane Tunnell sold 28,529 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the completion of the transaction, the chief marketing officer directly owned 53,373 shares of the company’s stock, valued at approximately $8,139,916.23. This trade represents a 34.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Dell Technologies Stock Performance

DELL traded up $1.51 during trading on Friday, reaching $158.27. 23,100,859 shares of the company traded hands, compared to its average volume of 8,566,875. The company has a market cap of $104.88 billion, a P/E ratio of 18.15, a PEG ratio of 0.70 and a beta of 0.97. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $169.90. The firm has a fifty day simple moving average of $128.55 and a 200 day simple moving average of $133.79.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. The firm had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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. As a group, sell-side analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.6%. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

More Dell Technologies News

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Winnow Wealth LLC bought a new stake in Dell Technologies in the second quarter worth $25,000. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies in the fourth quarter valued at $25,000. Rossby Financial LCC lifted its holdings in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies during the 2nd quarter worth about $28,000. Finally, Kemnay Advisory Services Inc. bought a new position in Dell Technologies during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on DELL. Piper Sandler dropped their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. Citic Securities upped their price objective on Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Daiwa Securities Group increased their target price on Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Citigroup reduced their price target on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Finally, Raymond James Financial upped their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

Dell Technologies Company Profile

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.