Richard Troy Sharp Sells 1,538 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) CAO Richard Troy Sharp sold 1,538 shares of the company’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the transaction, the chief accounting officer owned 8,030 shares of the company’s stock, valued at approximately $1,198,557.80. The trade was a 16.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link.

Dell Technologies Trading Up 4.5%

Shares of NYSE:DELL traded up $7.07 during midday trading on Monday, hitting $164.74. The stock had a trading volume of 10,669,779 shares, compared to its average volume of 8,563,408. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $169.90. The stock has a 50 day moving average price of $128.55 and a two-hundred day moving average price of $133.95. The company has a market capitalization of $106.38 billion, a PE ratio of 18.89, a P/E/G ratio of 0.74 and a beta of 0.96.

Dell Technologies (NYSE:DELL) last posted 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. 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 analysts’ expectations of $31.60 billion. During the same period in the prior year, the company posted $2.68 earnings per share. The firm’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 expect 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 of this dividend is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.5%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is 24.08%.

More Dell Technologies News

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

• Positive Sentiment: Super Micro’s legal and regulatory troubles are being framed as a “generational” opportunity for Dell to capture displaced AI server orders and industry share. Super Micro Gifts Dell A Generational Opportunity
• Positive Sentiment: Bank of America raised its price target to $172 and reiterated a Buy, signaling stronger analyst confidence in Dell’s near-term upside tied to AI server demand. BofA price target raise
• Positive Sentiment: A five‑star analyst and other bullish notes emphasize robust AI server demand and a large backlog, supporting expectations for continued revenue and margin strength. Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
• Positive Sentiment: Dell announced expanded cybersecurity and resilience offerings for the AI era and emerging quantum risks, which could widen addressable market and upsell opportunities to enterprise customers. Why Dell Stock Is Rising Today
• Neutral Sentiment: Broader market strength (a “geopolitical thaw”) is supporting tech rallies, providing tailwinds to Dell alongside company-specific drivers. Geopolitical Thaw: Why this Rally has Legs
• Negative Sentiment: Not all coverage is bullish — at least one analysis argues Dell isn’t an immediate buy despite a reported multi‑billion dollar AI backlog, flagging valuation and execution risks to consider. Dell: Why It’s Not A Buy Despite A $43B AI Backlog
• Negative Sentiment: Significant insider selling has surfaced (a director sale of roughly $36.7M and an executive sale of ~$4.35M), which can raise governance/near‑term sentiment concerns even if sales are pre‑planned. Insider Selling: Director Sale CMO Sale

Institutional Inflows and Outflows

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

Analyst Upgrades and Downgrades

Several research analysts have issued reports on DELL shares. Citic Securities increased their price objective on Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. Piper Sandler lowered their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Weiss Ratings upgraded shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. Raymond James Financial boosted their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Finally, UBS Group dropped their target price on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a report on Wednesday, November 26th. Seventeen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $164.22.

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.