Jane Tunnell Sells 28,529 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) CMO Jane Tunnell sold 28,529 shares of the firm’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total transaction of $4,350,957.79. Following the sale, the chief marketing officer owned 53,373 shares in the company, valued at approximately $8,139,916.23. This represents a 34.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Dell Technologies Stock Performance

DELL opened at $158.27 on Friday. The company has a fifty day moving average of $128.55 and a two-hundred day moving average of $133.88. The stock has a market capitalization of $104.88 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 0.74 and a beta of 0.97. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $169.90.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating 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 firm had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same period last year, the firm earned $2.68 EPS. The company’s quarterly revenue was up 39.5% on a year-over-year basis. 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 research analysts forecast that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The firm 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. The ex-dividend date of this dividend is Tuesday, April 21st. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.6%. Dell Technologies’s dividend payout ratio is 28.90%.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DELL. Mizuho upped their target price on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Barclays boosted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Citic Securities upped their price objective on shares of Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. JPMorgan Chase & Co. decreased their price objective on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Finally, Raymond James Financial boosted their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Seventeen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $163.28.

Institutional Trading of Dell Technologies

Several large investors have recently made changes to their positions in DELL. Winnow Wealth LLC purchased a new position in Dell Technologies in the 2nd quarter valued at $25,000. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies during the fourth quarter worth $25,000. Rossby Financial LCC raised its position in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies in the second quarter worth about $28,000. Finally, Kemnay Advisory Services Inc. acquired a new position in Dell Technologies during the fourth quarter worth about $29,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies News Summary

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

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.