William Scannell Sells 143,067 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) insider William Scannell sold 143,067 shares of Dell Technologies stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares in the company, valued at $3,593,535. The trade was a 86.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

Dell Technologies Price Performance

Dell Technologies stock opened at $175.72 on Friday. The business has a 50 day moving average of $133.01 and a 200-day moving average of $135.21. The company has a market capitalization of $113.47 billion, a P/E ratio of 20.15, a P/E/G ratio of 0.75 and a beta of 0.97. Dell Technologies Inc. has a 1 year low of $66.25 and a 1 year high of $186.39.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate 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 business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. During the same period last year, the company earned $2.68 EPS. The firm’s revenue was up 39.5% compared to the same quarter last year. 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 firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s payout ratio is presently 24.08%.

Institutional Investors Weigh In On Dell Technologies

A number of hedge funds have recently added to or reduced their stakes in DELL. Vanguard Group Inc. raised its position in shares of Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. State Street Corp grew its position in Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares during the period. Geode Capital Management LLC increased its stake in Dell Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Invesco Ltd. increased its stake in Dell Technologies by 50.4% during the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. Finally, Boston Partners raised its holdings in Dell Technologies by 15.0% during the second quarter. Boston Partners now owns 5,904,843 shares of the technology company’s stock worth $725,586,000 after buying an additional 771,966 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on DELL shares. JPMorgan Chase & Co. reduced their price target 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 raised their price objective on Dell Technologies from $155.00 to $172.00 and gave the stock a “buy” rating in a research report on Monday. Raymond James Financial increased their target price on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Piper Sandler lowered their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Finally, Citigroup reduced their price objective 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. Seventeen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $164.22.

Key Stories Impacting 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

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.