Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 1,850 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Egon Durban sold 1,850 shares of the company’s stock in a transaction dated Wednesday, September 23rd. The shares were sold at an average price of $548.40, for a total value of $1,014,540.00. Following the transaction, the director directly owned 1,405,236 shares in the company, valued at $770,631,422.40. This represents a 0.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Dell Technologies Stock Up 5.0%

Shares of Dell Technologies stock traded up $26.88 on Friday, reaching $562.90. 8,693,078 shares of the stock were exchanged, compared to its average volume of 8,444,570. Dell Technologies Inc. has a twelve month low of $110.22 and a twelve month high of $595.51. The business has a 50 day moving average price of $474.97 and a two-hundred day moving average price of $351.38. The firm has a market capitalization of $357.90 billion, a price-to-earnings ratio of 32.67, a PEG ratio of 0.57 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The firm had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business’s quarterly revenue was up 57.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.70 earnings per share. 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. Research analysts forecast that Dell Technologies Inc. will post 25.14 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Morgan Stanley’s higher-confidence bull case is the primary catalyst, suggesting additional upside from current levels if Dell converts its AI demand into sustained revenue and earnings growth. Morgan Stanley raises Dell bull-case odds
• Positive Sentiment: Dell’s AI infrastructure momentum remains strong, with reported AI-server orders of roughly $60.9 billion and an approximately $95 billion backlog. This provides investors with substantial demand visibility and supports the company’s higher earnings outlook.
• Positive Sentiment: The latest quarterly results exceeded expectations, with EPS of $7.04 versus the $4.91 consensus and revenue of $46.97 billion, up 57.7% year over year. Dell’s heavily oversubscribed $5 billion bond sale also indicated strong credit-market confidence in its AI expansion plans. Dell AI-fueled bond sale
• Neutral Sentiment: Shares remain near their 52-week high, and the stock’s premium valuation means investors are demanding continued execution. Wall Street remains broadly positive, but some analysts’ targets are below the current trading range.
• Negative Sentiment: Reports that Oracle’s Project Jupiter data-center rollout could face delays recently pressured AI infrastructure stocks. A recovery in Dell shares suggests investors currently view the issue as a timing concern rather than a deterioration in long-term demand. Why Dell stock is surging
• Negative Sentiment: Executives and directors, including CFO David Kennedy and Director Lynn Vojvodich Radakovich, have sold Dell shares, while Silver Lake-affiliated holders have also reduced positions. Several transactions were conducted under pre-arranged Rule 10b5-1 plans, but the selling could create an overhang after the stock’s substantial rally. Dell executive stock sales

Institutional Trading of Dell Technologies

Several hedge funds have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in Dell Technologies in the fourth quarter valued at approximately $607,349,000. Wellington Management Group LLP raised its position in Dell Technologies by 140.1% during the second quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after buying an additional 1,474,347 shares during the period. Deutsche Bank AG raised its stake in shares of Dell Technologies by 24.6% during the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares in the last quarter. Bank of America Corp DE increased its holdings in Dell Technologies by 7.6% in the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after buying an additional 1,011,101 shares during the last quarter. Finally, Auto Owners Insurance Co grew its position in Dell Technologies by 12,488.0% in the fourth quarter. Auto Owners Insurance Co now owns 522,024 shares of the technology company’s stock worth $6,571,000 after acquiring an additional 517,877 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Loop Capital raised their price target on shares of Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Citigroup raised their price objective on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Royal Bank Of Canada assumed coverage on shares of Dell Technologies in a research report on Thursday, September 10th. They issued an “outperform” rating and a $640.00 target price for the company. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the stock a “neutral” rating in a research report on Friday, May 29th. Finally, Barclays increased their price target on Dell Technologies from $550.00 to $603.00 and gave the company an “overweight” rating in a report on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $567.12.

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.