Insider Selling: Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock

Dell Technologies Inc. (NYSE:DELL) insider Jennifer Saavedra sold 10,200 shares of Dell Technologies stock in a transaction on Monday, March 9th. The shares were sold at an average price of $145.00, for a total value of $1,479,000.00. Following the sale, the insider directly owned 252,715 shares of the company’s stock, valued at approximately $36,643,675. This trade represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Dell Technologies Trading Up 1.2%

DELL opened at $151.66 on Friday. The company has a market capitalization of $100.50 billion, a price-to-earnings ratio of 17.39, 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 $168.08. The business’s fifty day simple moving average is $125.21 and its 200-day simple moving average is $132.88.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the previous year, the company posted $2.68 earnings per share. The firm’s quarterly revenue 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. On average, equities research analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be issued a $0.63 dividend. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.7%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Hedge Funds Weigh In On Dell Technologies

Institutional investors and hedge funds have recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Dell Technologies in the 4th quarter worth $607,349,000. Wellington Management Group LLP increased its position in Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after buying an additional 2,937,137 shares in the last quarter. Invesco Ltd. increased its position in Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation raised its stake in Dell Technologies by 533.3% in the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after buying an additional 2,258,797 shares during the last quarter. Finally, Franklin Resources Inc. boosted its holdings in Dell Technologies by 541.9% in the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after acquiring an additional 1,685,529 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Daiwa Securities Group increased their price objective on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. UBS Group lowered their target price on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a report on Wednesday, November 26th. Bank of America increased their target price on Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, February 27th. Citic Securities lifted their price target on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Finally, Raymond James Financial upped their price objective on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Sixteen 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’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Strong AI-driven revenue momentum: analysts and coverage point to a multibillion-dollar AI/server backlog and a recent quarter that beat EPS and revenue expectations, underscoring durable demand for servers and infrastructure. What’s Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Higher-margin storage opportunity: market writeups highlight Dell’s positioning to capture a profitable “storage attach” market tied to AI deployments, which could lift gross margins if adoption accelerates. Dell Technologies (DELL) Prepared for High-Margin Storage Attach Opportunity
• Positive Sentiment: Shareholder-friendly move: management raised the quarterly dividend ~20%, signaling confidence in cash flow and supporting yield-sensitive buyers. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Neutral Sentiment: Surging component demand — opportunity vs. cost: Dell execs say AI has created “almost infinite demand” for memory components, which supports order visibility but creates cost/availability uncertainty. AI has created ‘almost infinite demand’ for memory components, Dell execs say
• Neutral Sentiment: Long-term infrastructure play: partnership/briefings with the U.S. Department of Energy on national AI infrastructure raise Dell’s strategic profile, a longer-horizon positive but not an immediate earnings driver. Dell and DOE Partner on Building AI Infrastructure
• Negative Sentiment: Insider selling: recent filings show material insider sales (including a ~10,200-share sale by Jennifer Saavedra and larger director-level sales reported elsewhere), which can weigh on sentiment and add supply pressure. Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock Ellen Jamison Kullman Sells 150,346 Shares
• Negative Sentiment: Margin risk from rising component costs and workforce shifts: articles note headcount cutbacks in Texas despite revenue growth and highlight memory/DRAM cost pressure that could compress hardware margins even as top line expands. Dell’s Texas headcount shrinks even as revenue surges Margin concerns discussed in Forbes

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.