Sen. Markwayne Mullin Sells Off Shares of Dell Technologies Inc. (NYSE:DELL)

Senator Markwayne Mullin (Republican-Oklahoma) recently sold shares of Dell Technologies Inc. (NYSE:DELL). In a filing disclosed on March 02nd, the Senator disclosed that they had sold between $15,001 and $50,000 in Dell Technologies stock on February 4th.

Senator Markwayne Mullin also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of MasTec (NYSE:MTZ) on 2/4/2026.
• Sold $15,001 – $50,000 in shares of Credo Technology Group (NASDAQ:CRDO) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of McKesson (NYSE:MCK) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Iron Mountain (NYSE:IRM) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of FirstCash (NASDAQ:FCFS) on 2/4/2026.
• Sold $15,001 – $50,000 in shares of Coherent (NYSE:COHR) on 2/4/2026.
• Sold $15,001 – $50,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of Monolithic Power Systems (NASDAQ:MPWR) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of Stride (NYSE:LRN) on 2/4/2026.
• Purchased $15,001 – $50,000 in shares of VSE (NASDAQ:VSEC) on 2/4/2026.

Dell Technologies Stock Performance

Dell Technologies stock opened at $153.58 on Tuesday. The firm has a 50 day moving average price of $121.71 and a two-hundred day moving average price of $131.97. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The firm has a market cap of $101.77 billion, a price-to-earnings ratio of 17.61, a PEG ratio of 0.97 and a beta of 0.96.

Dell Technologies (NYSE:DELL) last announced 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 business had revenue of $33.38 billion for the quarter, compared to analyst estimates 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 quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter in the prior year, the company 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, equities research analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal 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 issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Institutional Investors Weigh In On Dell Technologies

Several institutional investors have recently added to or reduced their stakes in the business. Armstrong Advisory Group Inc. lifted its stake in Dell Technologies by 3.6% in the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after acquiring an additional 63 shares during the period. Flagship Harbor Advisors LLC raised its stake in shares of Dell Technologies by 1.3% in the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after purchasing an additional 71 shares during the last quarter. Westside Investment Management Inc. lifted its position in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after purchasing an additional 78 shares during the period. Pinnacle Associates Ltd. boosted its position in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after purchasing an additional 78 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC grew its position in shares of Dell Technologies by 2.3% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after acquiring an additional 81 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on DELL. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Morgan Stanley increased their target price on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday. Barclays lifted their price objective on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Citic Securities increased their price objective on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, November 28th. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $160.47.

Key Dell Technologies News

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

• Positive Sentiment: Record FY26 results, strong AI server demand, higher guidance, and bigger shareholder returns — Dell reported robust Q4 and FY26 results driven by AI-optimized servers, guided higher for FY27, raised its dividend 20% and authorized a $10 billion buyback; management also launched new PowerEdge AI/edge servers that support revenue momentum. Dell AI Server Momentum Fuels Record Results
• Positive Sentiment: Analyst price-target upgrade — At least one outlet raised Dell’s price target to $155, signaling upgraded sell‑side expectations following the earnings beat and capital-return plans. Price Target Raised to $155
• Positive Sentiment: Large AI backlog supports future revenue — Dell’s disclosed AI backlog (cited as ~$43 billion in industry coverage) underpins near-term demand visibility for servers and infrastructure sales. Super Micro: Why the Shadow of NVIDIA Is a Profitable Place to Be
• Neutral Sentiment: Industry infrastructure momentum continues — Broader industry initiatives (e.g., 6G roadmaps and AI‑RAN partnerships) signal ongoing demand for networking and compute infrastructure that could indirectly benefit Dell over time. Qualcomm and Industry Leaders Commit to 6G Trajectory
• Neutral Sentiment: Executive move away from Dell — Thomson Reuters named former Dell finance executive Gary Bischoping as its new CFO; personnel moves are notable but unlikely to materially change Dell’s near-term operating momentum. Thomson Reuters names former Dell executive Bischoping as CFO
• Negative Sentiment: Rising memory costs could pressure margins — Some analysts are mixed on Dell’s near-term margin outlook because memory and component costs have climbed, which could compress gross margins even as revenue grows. Analysts Mixed on Dell Amid Rising Memory Costs

Insider Transactions at Dell Technologies

In other news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 42.00% of the company’s stock.

About Senator Mullin

Markwayne Mullin (Republican Party) is a member of the U.S. Senate from Oklahoma. He assumed office on January 11, 2023. His current term ends on January 3, 2027. Mullin (Republican Party) ran in a special election to the U.S. Senate to represent Oklahoma. He won in the special general election on November 8, 2022. Mullin is a member of the Cherokee Nation and one of four Native American members of the 116th Congress. At the age of 20, Mullin took over his father’s plumbing business. He is also a former professional mixed martial artist. Markwayne Mullin graduated from Stilwell High School. Mullin earned an associate degree in construction technology from Oklahoma State University Institute of Technology. His career experience includes owning and founding multiple businesses.

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.