V (Gp) L.L.C. Slta Sells 510,000 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

V (Gp) L.L.C. Slta also recently made the following trade(s):

• On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The stock was sold at an average price of $146.75, for a total value of $648,194.75.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were sold at an average price of $149.43, for a total value of $41,476,836.81.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The shares were sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $146.39 on Friday. The firm has a fifty day moving average of $123.12 and a 200 day moving average of $132.26. The firm has a market cap of $97.01 billion, a PE ratio of 16.79, a PEG ratio of 0.68 and a beta of 0.97. Dell Technologies Inc. has a one year low of $66.25 and a one year high of $168.08.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the firm 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. On average, equities analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 1.7%. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is presently 24.08%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Record quarter and AI demand — Dell reported record revenue and earnings driven by robust AI server demand, raised its dividend and expanded its buyback program, and highlighted new AI-focused products and partnerships (positive catalysts for revenue, margins and capital returns). Dell Earnings Highlight AI Server Growth
• Positive Sentiment: AI server backlog and ISG momentum — Dell’s Infrastructure Solutions Group posted record revenues with a large backlog (~$43B) and management projects roughly $50B in AI-related revenue for FY27, supporting forward revenue visibility. ISG Revenue Growth Strengthens
• Positive Sentiment: Analyst upgrades and momentum coverage — Daiwa raised its price target to $170 and kept an outperform rating, while multiple outlets (Zacks, Yahoo, MarketBeat) highlight Dell as a momentum/value play after the beat and strong cash generation. These note higher upside and institutional support. Daiwa PT Raise
• Neutral Sentiment: Valuation/price momentum — Coverage points out a recent sharp share rally (strong weekly/monthly gains), prompting re‑assessments of valuation and whether upside is already priced in; this is informational but increases sensitivity to near-term data. Assessing Valuation After Surge
• Neutral Sentiment: Industry positioning — Dell is featured in data-center/AI market reports as a leader alongside Broadcom and HPE, confirming strategic positioning but not changing near-term fundamentals by itself. Data Center Solutions Report
• Negative Sentiment: Insider/director selling — SEC filings show large director sales on March 2 (hundreds of thousands of shares sold), which can sap sentiment and trigger near-term selling pressure even when results are strong. SEC Filing – Director Sale

Analyst Ratings Changes

Several research firms have recently weighed in on DELL. JPMorgan Chase & Co. decreased their target price on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Bank of America boosted their price target on Dell Technologies from $135.00 to $155.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Weiss Ratings restated a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Citigroup lowered 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 note on Tuesday, February 17th. Finally, Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $163.28.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors have recently added to or reduced their stakes in the stock. Hsbc Holdings PLC raised its holdings in shares of Dell Technologies by 1.2% during the 4th quarter. Hsbc Holdings PLC now owns 586,868 shares of the technology company’s stock worth $74,088,000 after acquiring an additional 6,766 shares during the period. SHP Wealth Management purchased a new stake in shares of Dell Technologies in the fourth quarter valued at about $408,000. Reflection Asset Management acquired a new stake in Dell Technologies during the fourth quarter worth about $68,000. Clearwave Capital LLC acquired a new stake in Dell Technologies during the fourth quarter worth about $359,000. Finally, BDFS Capital LLC purchased a new position in Dell Technologies during the fourth quarter worth about $445,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.