Dell Technologies (NYSE:DELL) Director Lynn Vojvodich Radakovich Sells 2,022 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Lynn Vojvodich Radakovich sold 2,022 shares of the stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $565.28, for a total value of $1,142,996.16. Following the transaction, the director owned 25,267 shares in the company, valued at $14,282,929.76. The trade was a 7.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Lynn Vojvodich Radakovich also recently made the following trade(s):

• On Monday, August 24th, Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies stock. The shares were sold at an average price of $438.21, for a total transaction of $886,060.62.

Dell Technologies Stock Performance

NYSE:DELL opened at $536.59 on Friday. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The firm’s 50-day simple moving average is $474.97 and its 200 day simple moving average is $351.38. The firm has a market cap of $341.17 billion, a price-to-earnings ratio of 31.14, a P/E/G ratio of 0.57 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The firm had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the previous year, the firm posted $1.70 EPS. The business’s revenue for the quarter was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Sell-side analysts anticipate that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be given a $0.63 dividend. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Wall Street Analysts Forecast Growth

DELL has been the topic of several recent analyst reports. KeyCorp reissued a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. Cantor Fitzgerald began coverage on shares of Dell Technologies in a research report on Wednesday, September 2nd. They set an “overweight” rating on the stock. Raymond James Financial upped their target price on Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. Wolfe Research cut Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Daiwa Securities Group raised their price objective on Dell Technologies from $465.00 to $625.00 and gave the company an “outperform” rating in a research note on Friday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $567.12.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of DELL. Envestnet Portfolio Solutions Inc. increased its stake in shares of Dell Technologies by 71.8% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,166 shares of the technology company’s stock valued at $2,660,000 after buying an additional 2,576 shares during the period. Andra AP fonden boosted its position in Dell Technologies by 16.0% during the 2nd quarter. Andra AP fonden now owns 86,168 shares of the technology company’s stock worth $37,178,000 after buying an additional 11,900 shares during the period. Premier Financial Group acquired a new position in Dell Technologies in the 2nd quarter valued at approximately $34,000. Wellington Altus USA Inc. raised its stake in shares of Dell Technologies by 38.4% during the second quarter. Wellington Altus USA Inc. now owns 1,475 shares of the technology company’s stock valued at $636,000 after acquiring an additional 409 shares during the last quarter. Finally, Revere Asset Management Inc acquired a new position in shares of Dell Technologies during the second quarter worth $5,524,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Dell’s AI business continues to provide significant growth visibility. The company reportedly has approximately $95 billion in AI-server backlog, record orders and more than 6,500 AI customers. Analysts also view Dell as well positioned for on-premises AI deployments. Dell AI infrastructure comparison
• Positive Sentiment: Dell’s September 10 bond sale raised $5 billion, while investors submitted as much as $23 billion in orders. The strong demand supports confidence in Dell’s credit quality and its ability to finance expansion tied to AI servers. Dell bond sale article
• Neutral Sentiment: Recent earnings remain a major fundamental support: Dell reported $7.04 in quarterly EPS versus the $4.91 consensus, while revenue increased 57.7% year over year to $46.97 billion. However, the strong results and AI growth have already produced a very high valuation and elevated investor expectations.
• Neutral Sentiment: Management’s messaging has increasingly emphasized AI infrastructure rather than the topic it highlighted two years ago, although the older business still generated approximately $51 billion, or 45% of fiscal 2026 revenue. This reflects a strategic shift in investor focus, not the disappearance of that business. What changed in Dell’s story
• Negative Sentiment: Reports of delays at Oracle’s Project Jupiter data center pressured AI-infrastructure stocks, raising concerns about the timing of hyperscaler deployments and near-term server demand. Dell stock and Oracle Project Jupiter
• Negative Sentiment: Insiders and Silver Lake-affiliated holders have sold substantial amounts of Dell shares, including approximately $32 million by notable executives and directors. Although some sales occurred under pre-arranged Rule 10b5-1 plans, the transactions add supply and profit-taking concerns after the stock’s steep rally. Dell executive stock sales
• Negative Sentiment: UBS lowered its 2027 PC outlook from growth to contraction, creating a headwind for Dell’s client hardware business. Investors are also questioning whether AI-driven earnings growth and margins can justify the company’s premium multiple. UBS PC outlook

About Dell Technologies

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.