Dell Technologies (NYSE:DELL) Director Ellen Jamison Kullman Sells 150,346 Shares

Dell Technologies Inc. (NYSE:DELL) Director Ellen Jamison Kullman sold 150,346 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the sale, the director directly owned 65,662 shares in the company, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Dell Technologies Price Performance

DELL stock traded down $2.77 on Tuesday, reaching $143.74. 7,516,436 shares of the company traded hands, compared to its average volume of 8,534,823. The firm has a fifty day simple moving average of $123.50 and a 200-day simple moving average of $132.42. The company has a market cap of $95.25 billion, a P/E ratio of 16.48, a price-to-earnings-growth ratio of 0.68 and a beta of 0.96. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $168.08.

Dell Technologies (NYSE:DELL) last released 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. 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 for the quarter, compared to analysts’ expectations of $31.60 billion. During the same period in the prior year, the firm posted $2.68 earnings per share. The company’s quarterly revenue 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. On average, sell-side analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The company 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 dividend of $0.63 per share. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on DELL. Piper Sandler cut their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. JPMorgan Chase & Co. lowered 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. Citic Securities increased their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Finally, Daiwa Securities Group upped their price target on Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a report on Friday. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

Institutional Investors Weigh In On Dell Technologies

Large investors have recently made changes to their positions in the company. Corient Private Wealth LLC raised its stake in shares of Dell Technologies by 7.2% in the fourth quarter. Corient Private Wealth LLC now owns 119,018 shares of the technology company’s stock worth $15,050,000 after buying an additional 7,957 shares during the period. Auto Owners Insurance Co grew its stake in shares of Dell Technologies by 12,488.0% during the 4th quarter. Auto Owners Insurance Co now owns 522,024 shares of the technology company’s stock valued at $6,571,000 after acquiring an additional 517,877 shares during the period. Hsbc Holdings PLC increased its holdings in Dell Technologies by 1.2% in the 4th quarter. Hsbc Holdings PLC now owns 586,868 shares of the technology company’s stock worth $74,088,000 after acquiring an additional 6,766 shares in the last quarter. SHP Wealth Management bought a new stake in Dell Technologies during the 4th quarter worth approximately $408,000. Finally, Reflection Asset Management purchased a new position in Dell Technologies during the fourth quarter valued at approximately $68,000. 76.37% of the stock is currently owned by institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: Mutual funds have been adding Dell to portfolios, signaling institutional demand that can support the share price as funds position for continued AI/server strength. Mutual Funds Load Up On This Defense Name, Dell Stock
• Positive Sentiment: Zacks and other brokers are featuring Dell among investment ideas, reflecting continued analyst interest and buy-side momentum that could support re-rating if execution holds. Zacks Investment Ideas feature highlights Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell
• Positive Sentiment: Dell is expanding its AI/edge portfolio — launching the rugged PowerEdge XR9700, broadening alliances (Unisys), and integrating Dataloop — moves that deepen its AI-server and edge TAM exposure. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Positive Sentiment: Dell announced a meaningful dividend increase, which supports income-oriented investors and signals confidence in cash flow. 3 Giants Across Sectors Lift Dividends 15% or More (DELL)
• Positive Sentiment: At least one outlet reports a higher price target ($170) and technical commentary shows a bullish structure after recent earnings-driven gains — supportive if momentum resumes. Dell Technologies (NYSE:DELL) Price Target Raised to $170.00
• Neutral Sentiment: Local operations: Dell is trimming headcount in Round Rock while revenue continues to grow — a sign of margin-focused restructuring that could boost margins over time but also raises execution and PR considerations. Dell employing fewer people here — but it’s raking in the revenue
• Negative Sentiment: Short-term sell-off appears driven by renewed margin worries: rising DRAM/component prices and a richer AI-server mix could compress OEM hardware margins despite revenue/backlog strength; combined with recent profit-taking this explains downward pressure today. Dell slides 3.5% as margin worries resurface after AI-fueled rally
• Negative Sentiment: Heavy insider/director selling has been reported recently — a red flag for some investors and a potential contributor to near-term sentiment weakness. Dell Technologies (NYSE:DELL) Director Sells $74,883,300.00 in Stock

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.