Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 458,666 Shares of Stock

by · The Cerbat Gem

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director V (Gp) L.L.C. Slta sold 458,666 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $177.24, for a total value of $81,293,961.84. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

V (Gp) L.L.C. Slta also recently made the following trade(s):

  • On Thursday, April 16th, V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock. The stock was sold at an average price of $176.81, for a total value of $67,541,420.00.
  • On Friday, March 20th, V (Gp) L.L.C. Slta sold 299,979 shares of Dell Technologies stock. The stock was sold at an average price of $164.54, for a total value of $49,358,544.66.
  • On Friday, March 20th, V (Gp) L.L.C. Slta sold 150,022 shares of Dell Technologies stock. The stock was sold at an average price of $166.96, for a total value of $25,047,673.12.
  • On Monday, March 23rd, V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock. The stock was sold at an average price of $162.25, for a total transaction of $74,634,837.75.
  • On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The stock was sold at an average price of $154.40, for a total transaction of $36,659,346.40.
  • On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The stock was sold at an average price of $146.75, for a total transaction of $648,194.75.
  • On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00.
  • On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The stock was sold at an average price of $149.43, for a total transaction of $41,476,836.81.
  • On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The stock was sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Trading Up 1.7%

Shares of DELL stock traded up $3.37 on Friday, reaching $196.46. 6,268,323 shares of the stock were exchanged, compared to its average volume of 8,548,676. The business’s 50 day moving average price is $151.14 and its 200 day moving average price is $140.26. The company has a market capitalization of $126.86 billion, a price-to-earnings ratio of 22.53, a PEG ratio of 0.72 and a beta of 0.88. Dell Technologies Inc. has a twelve month low of $80.74 and a twelve month high of $197.34.

Dell Technologies (NYSE:DELL – Get Free Report) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion during 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 revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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. Equities research analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.3%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s payout ratio is currently 24.08%.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Mizuho upped their price objective on shares of Dell Technologies from $180.00 to $215.00 and gave the company an “outperform” rating in a research note on Monday, April 6th. Evercore upped their price objective on shares of Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a research note on Thursday, March 26th. Raymond James Financial upped their price objective 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. JPMorgan Chase & Co. increased their target price on shares of Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Barclays increased their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Sixteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $175.74.

Get Our Latest Stock Analysis on DELL

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new position in shares of Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC boosted its position in Dell Technologies by 968.4% during the fourth 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. Navalign LLC acquired a new position in shares of Dell Technologies in the 4th quarter valued at $29,000. Kemnay Advisory Services Inc. acquired a new position in shares of Dell Technologies in the 4th quarter valued at $29,000. Finally, WealthCollab LLC boosted its holdings in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the last quarter. 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: Goldman Sachs raised its price target to $215 and kept a Buy view, citing Dell’s strength in AI servers and valuation upside; that upgrade is a key driver of buying interest. Goldman Sachs Raises Dell Price Target to $215
  • Positive Sentiment: JPMorgan bumped its price target to $205 and reiterated an Overweight rating, adding institutional validation for the rally and supporting near-term upside. Benzinga coverage of JPMorgan PT raise
  • Positive Sentiment: Unusual options activity: traders bought roughly 47,955 DELL calls (about +12% vs. average), signaling short-term bullish positioning from speculators and hedgers.
  • Positive Sentiment: CEO Michael Dell publicly opposed a proposed moratorium on AI data-center builds, reinforcing management’s stance that AI infrastructure expansion should continue — a positive for Dell’s server and datacenter hardware demand. Michael Dell on proposed data center moratorium
  • Positive Sentiment: Product/partner momentum: Dell is part of a new Intel–Nokia 5G edge appliance initiative (announced jointly), which highlights edge/telecom demand and expands Dell’s go-to-market for edge compute appliances. Intel Joins Nokia & Dell in 5G Edge Innovation
  • Neutral Sentiment: Multiple media/analyst writeups (Zacks, Seeking Alpha) are highlighting Dell as a momentum/value pick based on AI exposure and attractive multiples; helpful for sentiment but mainly reiterative rather than new fundamental news. Zacks: Are You Looking for a Top Momentum Pick? Seeking Alpha: Dell — A Value Stock Multiple On An AI Growth Business
  • Negative Sentiment: Competitive/product risks: Intel launched lower-cost AI-capable PC chips and competitors like Supermicro (SMCI) are rolling out compact edge AI systems — incremental competition at the edge and server market could pressure some segments of Dell’s business if price/performance gaps widen. Intel Targets Budget Buyers With New AI PC Chips SMCI Launches Compact and Cost-Efficient Edge AI System

About Dell Technologies

(Get Free Report)

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.

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