Insider Selling: Dell Technologies (NYSE:DELL) Insider Sells 143,067 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) insider William Scannell sold 143,067 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. The trade was a 86.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Dell Technologies Trading Up 4.1%

Shares of Dell Technologies stock traded up $7.20 during mid-day trading on Wednesday, hitting $184.11. 11,290,183 shares of the stock were exchanged, compared to its average volume of 8,752,676. The stock has a market capitalization of $118.89 billion, a price-to-earnings ratio of 21.11, a price-to-earnings-growth ratio of 0.77 and a beta of 0.96. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $184.86. The company has a 50-day simple moving average of $130.58 and a 200 day simple moving average of $134.58.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. 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 research analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.4%. Dell Technologies’s payout ratio is presently 28.90%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell launched a redesigned commercial PC portfolio—thinner, more powerful devices positioned for local AI workloads—which supports the company’s push into the AI‑PC upgrade cycle and corporate refresh spending. Dell Reimagines Commercial PCs
• Positive Sentiment: Analysts and sell‑side shops have turned more constructive after Dell’s strong results and AI positioning—Bank of America raised its price target and other firms reiterated Outperform/Buy ratings, helping fuel upside momentum. BofA Boosts PT to $172
• Positive Sentiment: Dell’s recent earnings (Feb. 26) beat consensus on both EPS and revenue and management gave FY guidance that reduced uncertainty—this underpins the bullish analyst commentary and investor appetite for its AI/server exposure. DELL Earnings & Guidance
• Positive Sentiment: Institutional flows show significant buys from large investors (including Norges Bank, Wellington and Invesco), which supports the stock’s upward pressure and liquidity on rallies. Institutional Holdings
• Neutral Sentiment: Industry pieces note the broader computer/AI‑PC theme is benefiting multiple players (including Dell), confirming market demand but also signaling increased competition—this is a market‑level tailwind rather than unique to Dell. Computer Industry Outlook
• Neutral Sentiment: Coverage comparing peers (e.g., HP positioning for AI PCs) highlights both the market opportunity and competitive dynamics—good for the sector but keeps execution and share gains in focus. HP Competitive Context
• Negative Sentiment: Multiple insider sales have been reported recently (including directors and the CAO), with large director dispositions filed—while common for liquidity or diversification, these sizable sales can spook some investors. Insider Sale Filings
• Negative Sentiment: Contrarian analysis cautions that a large reported AI backlog and bullish narrative don’t eliminate valuation and execution risks—if AI demand or margins disappoint, downside could follow. Contrarian Valuation/Execution Concerns

Institutional Investors Weigh In On Dell Technologies

Several institutional investors have recently bought and sold shares of the business. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies during the 4th quarter worth $25,000. Rossby Financial LCC lifted its stake in shares of 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 purchasing 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 worth about $28,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies in the fourth quarter worth about $29,000. Finally, Navalign LLC acquired a new stake in shares of Dell Technologies in the fourth quarter valued at about $29,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on DELL shares. Bank of America lifted their price objective on Dell Technologies from $155.00 to $172.00 and gave the company a “buy” rating in a research report on Monday. The Goldman Sachs Group assumed coverage on Dell Technologies in a research note on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price target on the stock. UBS Group dropped their price objective on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research note on Wednesday, November 26th. Morgan Stanley increased their price objective on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday, February 27th. Finally, Citigroup decreased their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $164.22.

Dell Technologies Company Profile

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.