Dell Technologies (NYSE:DELL) CAO Sells $229,561.88 in Stock

Dell Technologies Inc. (NYSE:DELL) CAO Richard Troy Sharp sold 1,538 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total value of $229,561.88. Following the transaction, the chief accounting officer directly owned 8,030 shares in the company, valued at approximately $1,198,557.80. This trade represents a 16.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Dell Technologies Stock Up 4.1%

DELL opened at $184.11 on Thursday. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $184.86. The business has a 50 day moving average of $131.89 and a 200-day moving average of $134.93. The stock has a market cap of $118.89 billion, a price-to-earnings ratio of 21.11, a PEG ratio of 0.72 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share 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 business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same period in the previous year, the firm earned $2.68 EPS. The firm’s revenue was up 39.5% compared to the same quarter last year. 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, analysts expect 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 issued a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is presently 24.08%.

Analyst Ratings Changes

Several analysts recently commented on the stock. Mizuho lifted their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Citic Securities upped their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, November 28th. Daiwa Securities Group increased their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Weiss Ratings raised Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $164.22.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Analyst support: Bank of America raised its price target to $172 and several brokerages (Bernstein, Mizuho, Daiwa) have reiterated/upgraded coverage, reinforcing buy-side conviction. Bank of America Boosts Dell Price Target
• Positive Sentiment: Macro/AI momentum and analyst notes pointing to strong enterprise AI/server demand have driven renewed investor interest in Dell as a primary beneficiary of AI infrastructure spending. Dell Hasn’t Given Up on AI PCs
• Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup (sleeker, AI-capable designs) and expanded cybersecurity/resilience offerings for AI deployments — moves that support near‑term revenue and enterprise wallet share. Dell Reimagines Commercial PCs
• Positive Sentiment: Dividend raise: Dell increased its quarterly dividend to $0.63 (annualized $2.52), signaling cash-return discipline that can attract income‑oriented investors. Dividend Increase Coverage
• Positive Sentiment: Institutional interest: Large buys and position increases from funds (e.g., Norges Bank, Wellington, Invesco) suggest sustained institutional allocation to Dell. Institutional Holdings Summary
• Neutral Sentiment: Broader market and sector dynamics — easing memory pressures, renewed CPU demand and a favorable tape for defensive tech names — are helping server/PC stocks generally, including Dell. MarketWatch: Server Makers Move
• Neutral Sentiment: Competitive context: Competitors like HP are also pushing AI‑PC strategies; this validates demand but increases execution/market‑share competition. HP AI-PC Positioning
• Negative Sentiment: Large insider selling: Multiple filings show significant disposals (William F. Scannell, Director V (Gp) L.L.C., CAO Richard Sharp and others) in recent days — high dollar insider sales can create investor caution even if not linked to company fundamentals. William F. Scannell Sale
• Negative Sentiment: Valuation/execution caution: A contrarian analysis warns that a large AI backlog doesn’t eliminate execution risk and that valuation could be vulnerable if demand or margins disappoint. Contrarian Seeking Alpha Piece

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in shares of Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of Dell Technologies in the second quarter valued at approximately $328,000. Wealthspire Advisors LLC acquired a new stake in Dell Technologies during the second quarter worth approximately $291,000. Swiss National Bank increased its stake in Dell Technologies by 7.4% during the 2nd quarter. Swiss National Bank now owns 977,208 shares of the technology company’s stock worth $119,806,000 after acquiring an additional 67,100 shares during the period. Finally, Legal & General Group Plc raised its holdings in Dell Technologies by 1.4% in the 2nd quarter. Legal & General Group Plc now owns 2,162,192 shares of the technology company’s stock valued at $265,085,000 after acquiring an additional 28,920 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s 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.