Dell Technologies (NYSE:DELL) Director Sells $36,659,346.40 in Stock
by Doug Wharley · The Cerbat GemDell Technologies Inc. (NYSE:DELL – Get Free Report) Director V (Gp) L.L.C. Slta sold 237,431 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $154.40, for a total value of $36,659,346.40. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.
V (Gp) L.L.C. Slta also recently made the following trade(s):
- 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 value of $648,194.75.
- On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00.
- On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were sold at an average price of $149.43, for a total value 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 Stock Performance
NYSE DELL traded up $7.63 during trading hours on Thursday, reaching $156.84. The company’s stock had a trading volume of 7,674,650 shares, compared to its average volume of 8,292,689. The company’s 50-day moving average is $127.03 and its two-hundred day moving average is $133.38. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The stock has a market cap of $103.93 billion, a PE ratio of 17.99, a PEG ratio of 0.71 and a beta of 0.97.
Dell Technologies (NYSE:DELL – Get Free Report) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the business 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 analysts expect that Dell Technologies Inc. will post 6.93 earnings per share 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. Investors of record on Tuesday, April 21st will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is currently 28.90%.
Analyst Upgrades and Downgrades
Several analysts have recently issued reports on DELL shares. JPMorgan Chase & Co. reduced their price objective on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Mizuho boosted their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Morgan Stanley upped their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a report on Friday, February 27th. Citic Securities lifted their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Finally, Evercore reissued an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a research report on Thursday, February 19th. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and an average target price of $163.28.
Check Out Our Latest Analysis on Dell Technologies
Institutional Trading of Dell Technologies
Hedge funds have recently added to or reduced their stakes in the business. Winnow Wealth LLC acquired a new position in shares of Dell Technologies during the 2nd quarter valued at about $25,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies in the fourth quarter worth approximately $25,000. Rossby Financial LCC grew its holdings in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in Dell Technologies during the second quarter worth approximately $28,000. Finally, Kemnay Advisory Services Inc. purchased a new position in Dell Technologies during the fourth quarter worth approximately $29,000. 76.37% of the stock is owned by institutional investors and hedge funds.
Key Dell Technologies News
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Jim Cramer publicly endorsed DELL as an undervalued, customer-favored play, which can trigger retail and momentum buying. Jim Cramer on Dell Technologies
- Positive Sentiment: Analysts and coverage highlight accelerating AI-server demand: Zacks reports $64B in AI server orders and a $43B backlog, supporting Dell’s FY27 AI revenue targets and growth narrative. DELL’s AI Server Momentum Surges
- Positive Sentiment: Market commentary ties today’s strength to new AI infrastructure momentum from GTC plus upbeat FY27 guidance (large AI revenue target, expanded buybacks/dividends), which supports investor optimism. Dell shares rise as investors focus on fresh AI infrastructure momentum
- Positive Sentiment: Technical/price momentum commentary notes a big recent run (30% in a month) and reiterates a large FY27 AI revenue target (~$50B), reinforcing a momentum-driven re-rating. Dell Stock Soars 30% In a Month
- Neutral Sentiment: Wall Street/industry lists (big-data stock roundups, average analyst ratings) remain constructive overall (median targets above current levels), supporting the longer-term thesis but not guaranteeing near-term upside. Dell Receives Average Rating of “Moderate Buy”
- Negative Sentiment: Ongoing cost-cutting: multiple reports confirm Dell cut ~10–11k jobs (third consecutive year of ~10% workforce reductions). While this boosts margins and cash return capacity, it raises execution and execution-risk concerns. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships
- Negative Sentiment: Significant insider selling has been reported (large CEO/family and other executive sales), which can weigh on sentiment despite corporate buyback programs. Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales
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.