Insider Selling: Dell Technologies (NYSE:DELL) Insider Sells $23,606,055.00 in Stock

Dell Technologies Inc. (NYSE:DELL) insider William Scannell sold 143,067 shares of Dell Technologies stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the sale, the insider owned 21,779 shares in the company, valued at approximately $3,593,535. The trade was a 86.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Dell Technologies Stock Performance

DELL opened at $172.07 on Friday. The stock has a market capitalization of $111.11 billion, a price-to-earnings ratio of 19.73, a PEG ratio of 0.72 and a beta of 0.97. The company has a fifty day moving average of $134.05 and a 200 day moving average of $135.55. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $186.39.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $31.60 billion. During the same quarter last year, the business posted $2.68 earnings per share. The business’s quarterly revenue was up 39.5% compared to the same quarter last year. 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 forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. 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. This represents a $2.52 dividend on an annualized basis and a yield of 1.5%. Dell Technologies’s payout ratio is currently 28.90%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on DELL shares. Raymond James Financial upped their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Citigroup reduced their price objective on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Piper Sandler decreased their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Finally, Citic Securities raised their price objective on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and an average price target of $164.22.

Institutional Trading of Dell Technologies

A number of large investors have recently made changes to their positions in the stock. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the 4th quarter valued at about $25,000. Rossby Financial LCC grew its stake in 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 in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies during the second quarter worth approximately $28,000. Navalign LLC bought a new stake in shares of Dell Technologies during the fourth quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. bought a new position in Dell Technologies in the fourth quarter worth approximately $29,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Strong AI/server demand and renewed analyst attention are supporting revenue expectations and sentiment; several industry notes highlight Dell as a primary AI infrastructure beneficiary. Read More.
• Positive Sentiment: Product catalysts — Dell unveiled refreshed commercial PCs and peripherals built for on‑device AI and enterprise security, which can help near‑term commercial refresh cycles. Read More.
• Positive Sentiment: Partnerships for AI capacity — deals to deploy GPU clusters (e.g., with HIVE) bolster Dell’s exposure to large enterprise and cloud AI workloads. Read More.
• Positive Sentiment: Dividend raise signals cash‑return discipline (quarterly dividend raised to $0.63), which may attract yield‑oriented investors and reduce downside volatility. Read More.
• Positive Sentiment: Recent earnings beat and raised guidance underpin the bullish narrative: revenue and EPS topped expectations in late February, providing a solid fundamental backdrop. Read More.
• Neutral Sentiment: Sector dynamics — broader enterprise spending on servers and easing memory headwinds help Dell, but competitors (HP, Super Micro, others) are also pushing AI‑PC and server plays. Read More.
• Neutral Sentiment: Options and trading flows show bullish retail/institutional tilt in recent coverage, which can amplify moves in either direction as news arrives. Read More.
• Negative Sentiment: Significant insider selling has accelerated (large block sales disclosed recently), a near‑term psychological headwind that can trigger selling pressure despite corporate performance. Read More.
• Negative Sentiment: Valuation and execution concerns: some contrarian analysis warns that backlog and AI demand don’t eliminate execution risk — a disappointment in order conversion or margins could pressure the richly rerated stock. Read More.

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.