V (Gp) L.L.C. Slta Sells 459,999 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $162.25, for a total value of $74,634,837.75. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

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

• On Friday, March 20th, V (Gp) L.L.C. Slta sold 299,979 shares of Dell Technologies stock. The stock was sold at an average price of $164.54, for a total value of $49,358,544.66.
• On Friday, March 20th, V (Gp) L.L.C. Slta sold 150,022 shares of Dell Technologies stock. The stock was sold at an average price of $166.96, for a total value of $25,047,673.12.
• On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The shares were sold at an average price of $154.40, for a total value of $36,659,346.40.
• 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 Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00.
• 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 transaction 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 $175.72 on Friday. The company has a market capitalization of $113.47 billion, a PE ratio of 20.15, a price-to-earnings-growth ratio of 0.75 and a beta of 0.97. The company’s fifty day moving average price is $133.01 and its 200 day moving average price is $135.21. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $186.39.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the previous year, the company earned $2.68 earnings per share. The firm’s revenue for the quarter 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 analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is currently 24.08%.

Institutional Trading of Dell Technologies

Several large investors have recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of Dell Technologies during the 4th quarter valued at about $607,349,000. Wellington Management Group LLP increased its position in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after purchasing an additional 2,937,137 shares during the last quarter. Invesco Ltd. raised its stake in Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after purchasing an additional 2,445,854 shares during the period. Michael & Susan Dell Foundation raised its stake in Dell Technologies by 533.3% during the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after purchasing an additional 2,258,797 shares during the period. Finally, Franklin Resources Inc. boosted its holdings in Dell Technologies by 541.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after purchasing an additional 1,685,529 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: AI/server demand tailwinds: Market commentators note robust enterprise demand for AI‑optimized servers (Dell benefits as a major supplier), and competitor weakness at Super Micro may redirect some orders to Dell. With Super Micro Facing Challenges, Is Dell Stock a Better Buy?
• Positive Sentiment: Analyst/market momentum: High‑profile endorsements (e.g., Josh Brown adding Dell to his “Best Stocks” list) and upbeat industry notes are supporting investor optimism. Dell is back on Josh Brown’s Best Stocks list. Why more gains are ahead
• Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup focused on portability, on‑device AI and enterprise security — a direct revenue driver and product differentiation for enterprise clients. Dell Reimagines Commercial PCs with New Sleek and Powerful Designs
• Positive Sentiment: Partnerships and deployments: New engagements (e.g., with HIVE Digital for an AI GPU cluster) validate Dell’s push into enterprise AI infrastructure. Dell Taps Canada’s HIVE Digital For A.I. GPU Cluster
• Positive Sentiment: Capital returns & analyst upgrades: Dell raised its quarterly dividend and several brokers have lifted targets or reiterated buys, which supports investor confidence. Bank of America Boosts Dell Technologies Price Target
• Neutral Sentiment: Sector dynamics: Easing memory supply pressures and renewed CPU demand are helping server/PC vendors broadly — a tailwind but not unique to Dell. Super Micro, Dell and HPE have been red-hot stocks this week. What’s behind the big moves.
• Neutral Sentiment: Options & trading interest: Commentary on bullish option strategies indicates some traders are positioned for upside, adding volatility but not altering fundamentals. Dell Technologies option strategy with bullish tilt is geared for upside gains
• Negative Sentiment: Heavy insider selling: Multiple large filings show executives/insiders and affiliated entities selling big blocks in recent days — a near‑term psychological headwind that can amplify downward moves. William Scannell Sells 143,067 Shares of Dell Technologies
• Negative Sentiment: Valuation & execution caution: Contrarian analysis warns that a large AI backlog and demand expectations still carry execution risk; disappointing margins or a slowdown could hurt the stock. Why Dell is not a buy despite a $43B AI backlog

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on DELL. Barclays upped their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Piper Sandler dropped their price target 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. The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price target for the company. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Finally, Mizuho lifted their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Seventeen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and an average price target of $164.22.

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.