Sen. Markwayne Mullin Sells Dell Technologies Inc. (NYSE:DELL) Stock

Posted by Defense World Staff on Jan 15th, 2026

Dell Technologies logo Senator Markwayne Mullin (R-Oklahoma) recently sold shares of Dell Technologies Inc. (NYSE:DELL). In a filing disclosed on January 13th, the Senator disclosed that they had sold between $15,001 and $50,000 in Dell Technologies stock on December 18th.

Senator Markwayne Mullin also recently made the following trade(s):

Sold $15,001 – $50,000 in shares of The Goldman Sachs Group (NYSE:GS) on 12/18/2025.
Sold $15,001 – $50,000 in shares of Applied Industrial Technologies (NYSE:AIT) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Primo Brands (NYSE:PRMB) on 12/18/2025.
Sold $15,001 – $50,000 in shares of Coherent (NYSE:COHR) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Stride (NYSE:LRN) on 12/18/2025.
Sold $15,001 – $50,000 in shares of MasTec (NYSE:MTZ) on 12/18/2025.
Sold $15,001 – $50,000 in shares of Credo Technology Group (NASDAQ:CRDO) on 12/18/2025.
Sold $15,001 – $50,000 in shares of Iron Mountain (NYSE:IRM) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Iron Mountain (NYSE:IRM) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Primo Brands (NYSE:PRMB) on 12/17/2025.

Dell Technologies Stock Performance

Dell Technologies stock opened at $118.55 on Thursday. The business’s fifty day moving average is $129.83 and its two-hundred day moving average is $134.04. The firm has a market cap of $78.56 billion, a P/E ratio of 15.81, a P/E/G ratio of 0.80 and a beta of 1.03. Dell Technologies Inc. has a 52 week low of $66.25 and a 52 week high of $168.08.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. During the same period in the previous year, the business posted $2.15 earnings per share. The firm’s revenue for the quarter was up 10.8% compared to the same quarter last year. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. On average, equities research analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th will be paid a $0.525 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis and a yield of 1.8%. Dell Technologies’s payout ratio is currently 28.00%.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Winnow Wealth LLC acquired a new position in shares of Dell Technologies in the 2nd quarter valued at approximately $25,000. Westside Investment Management Inc. increased its position in shares of Dell Technologies by 84.7% during the second quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock worth $27,000 after acquiring an additional 100 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the second quarter worth $28,000. Central Pacific Bank Trust Division bought a new stake in Dell Technologies in the 2nd quarter valued at $29,000. Finally, NewSquare Capital LLC increased its holdings in Dell Technologies by 96.9% during the 2nd quarter. NewSquare Capital LLC now owns 254 shares of the technology company’s stock worth $31,000 after purchasing an additional 125 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Activity at Dell Technologies

In other news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the transaction, the director directly owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 42.00% of the stock is currently owned by company insiders.

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: Enterprise AI momentum — Dell’s AI server business is ramping, with analysts pointing to an $18.4 billion AI backlog and strong ISG shipments that underpin multi‑year revenue upside. Dell’s Upside Is Mispriced Despite Memory Costs Headwinds
Positive Sentiment: ISG strength could drive a rebound — Zacks highlights ISG’s AI server surge and record backlog as potential catalysts to restore margins and revenue growth. DELL’s Margins Under Pressure: Can ISG Strength Drive a Rebound?
Neutral Sentiment: Major operational overhaul announced — COO Jeff Clarke outlined “One Dell Way,” a planned May rollout to unify platforms and systems; execution could unlock scale for AI but also risks short‑term disruption and implementation costs. Dell tells staff to get ready for the ‘biggest transformation in company history.’ Read the memo.
Neutral Sentiment: AI demand is real but margin payoff may lag — coverage notes strong end‑market demand for AI hardware, while signaling that meaningful margin improvement could come later as cost dynamics normalize. Dell Technologies: AI Demand Is Real, Margin Payoff Comes Later
Negative Sentiment: Margin pressure from memory cost headwinds — several analyst pieces flag slimmer free‑cash‑flow margins and memory/commodity cost pressure that compress gross margins and keep forward multiples below tech peers. Dell’s Upside Is Mispriced Despite Memory Costs Headwinds
Negative Sentiment: Short‑term execution risk and investor caution — the aggressive internal deadline language in management memos has raised concerns about execution risk, potential near‑term costs, and employee disruption. Dell COO Jeff Clarke sends memo to employees says: This is the biggest transformation in company history; shares new deadline and adds we will no go back

Wall Street Analyst Weigh In

DELL has been the topic of a number of research reports. Barclays reduced their target price on shares of Dell Technologies from $151.00 to $148.00 and set an “equal weight” rating on the stock in a research report on Wednesday, November 26th. 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 report on Wednesday, November 26th. Piper Sandler reaffirmed an “overweight” rating on shares of Dell Technologies in a report on Wednesday, November 26th. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Evercore ISI set a $180.00 target price on Dell Technologies and gave the stock an “outperform” rating in a research report on Monday, November 3rd. Seventeen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $161.79.

Get Our Latest Analysis on DELL

About Senator Mullin

Markwayne Mullin (Republican Party) is a member of the U.S. Senate from Oklahoma. He assumed office on January 11, 2023. His current term ends on January 3, 2027. Mullin (Republican Party) ran in a special election to the U.S. Senate to represent Oklahoma. He won in the special general election on November 8, 2022. Mullin is a member of the Cherokee Nation and one of four Native American members of the 116th Congress. At the age of 20, Mullin took over his father’s plumbing business. He is also a former professional mixed martial artist. Markwayne Mullin graduated from Stilwell High School. Mullin earned an associate degree in construction technology from Oklahoma State University Institute of Technology. His career experience includes owning and founding multiple businesses.

Dell Technologies Company Profile

(Get Free Report)

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.