Dell Technologies (NYSE:DELL) CAO Richard Troy Sharp Sells 1,538 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) CAO Richard Troy Sharp sold 1,538 shares of Dell Technologies stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $149.26, for a total value of $229,561.88. Following the sale, the chief accounting officer directly owned 8,030 shares in the company, valued at approximately $1,198,557.80. This trade represents a 16.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Dell Technologies Price Performance

DELL opened at $164.74 on Tuesday. The stock’s 50 day moving average price is $129.43 and its 200 day moving average price is $134.22. The stock has a market cap of $106.38 billion, a P/E ratio of 18.89, a P/E/G ratio of 0.74 and a beta of 0.96. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $169.90.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the business 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. Equities analysts anticipate that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is 24.08%.

Wall Street Analyst Weigh In

A number of research firms recently commented on DELL. Piper Sandler lowered their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Evercore reiterated an “outperform” rating and set a $160.00 price target on shares of Dell Technologies in a research report on Thursday, February 19th. The Goldman Sachs Group assumed coverage on Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective for the company. Citic Securities lifted their target price on Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Finally, Daiwa Securities Group boosted their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $164.22.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell rolled out expanded cybersecurity and resilience offerings targeting AI deployments and emerging quantum risks — a product push that reinforces its AI/server market positioning and could drive incremental enterprise spending. Dell Technologies Expands Cybersecurity and Resilience for the AI Era and Emerging Quantum Risks
• Positive Sentiment: Bank of America raised its price target on DELL to $172 and reiterated a Buy, providing fresh analyst support that likely contributed to the stock move. Price Target Raise Coverage
• Positive Sentiment: Major sell‑side and independent analysts remain constructive on Dell’s AI-server demand; a five‑star analyst note highlighted continued upside from strong enterprise AI spending. Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
• Positive Sentiment: Market coverage and trade‑day summaries noted Dell shares spiking after the company enhancements and the BofA move, indicating positive intraday momentum amid a broader market rally. Why Dell Stock Is Rising Today
• Neutral Sentiment: Broader market tailwinds — including easing geopolitical risk and a strong tape — are supporting tech names generally, which benefits Dell alongside company‑specific news. Geopolitical Thaw: Why This Rally Has Legs
• Negative Sentiment: Several insiders have sold shares recently (CAO Richard Troy Sharp, the CMO, and a director reported large dispositions). Persistent insider selling can create caution among some investors, even if filings don’t indicate diminished confidence in operations. Insider Sale: Richard Troy Sharp CMO Sale Coverage Director Sale Coverage
• Negative Sentiment: A contrarian analysis argues DELL may not be a buy despite a large reported AI backlog, warning that valuation and execution risks remain — a reminder of potential downside if AI demand or margins disappoint. Dell: Why It’s Not A Buy Despite A $43B AI Backlog

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of DELL. Phoenix Financial Ltd. grew its stake in Dell Technologies by 95.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after acquiring an additional 16,488 shares in the last quarter. Stonegate Investment Group LLC lifted its position in shares of Dell Technologies by 24,493.8% in the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after purchasing an additional 410,271 shares in the last quarter. Commerzbank Aktiengesellschaft FI boosted its holdings in shares of Dell Technologies by 637.3% during the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after purchasing an additional 16,711 shares during the period. Providence Capital Advisors LLC acquired a new stake in shares of Dell Technologies during the third quarter worth approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC grew its position in Dell Technologies by 4.9% during the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock valued at $40,990,000 after purchasing an additional 12,695 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

About Dell Technologies

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.