Jeffrey Clarke Sells 116,000 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) COO Jeffrey Clarke sold 116,000 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the sale, the chief operating officer owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. This trade represents a 6.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Dell Technologies Price Performance

DELL opened at $196.46 on Friday. The business has a fifty day simple moving average of $152.65 and a 200 day simple moving average of $140.69. The company has a market capitalization of $126.86 billion, a PE ratio of 22.53, a price-to-earnings-growth ratio of 0.79 and a beta of 0.88. Dell Technologies Inc. has a 1 year low of $80.74 and a 1 year high of $197.34.

Dell Technologies (NYSE:DELL) last released its earnings results 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. The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate 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 was up 39.5% compared to the same quarter last year. During the same period in the prior year, the company posted $2.68 EPS. 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 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.3%. 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 dividend payout ratio is currently 24.08%.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors have recently modified their holdings of DELL. Brighton Jones LLC raised its holdings in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after buying an additional 901 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Dell Technologies during the 2nd quarter worth $328,000. Marshall Wace LLP acquired a new position in shares of Dell Technologies during the 2nd quarter worth $809,000. Gamco Investors INC. ET AL raised its holdings in shares of Dell Technologies by 30.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after buying an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC increased its holdings in Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after purchasing an additional 34,538 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Goldman Sachs raised its price target to $215 and kept a Buy rating, reinforcing the bullish AI/server narrative that investors are rewarding. Goldman Sachs Raises Dell Price Target to $215
• Positive Sentiment: JPMorgan bumped its price target to $205 and assigned an Overweight rating, adding institutional support to the rally. JPMorgan Raises DELL Price Target
• Positive Sentiment: Elevated bullish derivatives flow: unusually high call option volume was reported (roughly 47,955 calls), consistent with speculative/leveraged positioning ahead of continued AI/server optimism.
• Positive Sentiment: Media/analyst coverage highlights momentum and all‑time highs (Goldman commentary, press stories), which can attract momentum and flows into the stock. Dell stock hits all-time high – Goldman Sachs sees further growth
• Positive Sentiment: CEO Michael Dell publicly supported continued AI data‑center builds (rejecting a moratorium), reinforcing the company’s positioning in AI infrastructure demand. Michael Dell on proposed data center moratorium
• Neutral Sentiment: Long‑form pieces (Seeking Alpha, Zacks, Benzinga) profile Dell as a value/AI play — useful for context but not immediate catalysts. Dell: A Value Stock Multiple On An AI Growth Business
• Negative Sentiment: COO Jeffrey W. Clarke sold 116,000 shares under a pre‑arranged Rule 10b5‑1 plan (≈$21.2M at ~$182.48). While disclosed as a scheduled trade, large insider selling can create short‑term selling pressure and prompts investor questions on timing. SEC Filing – Clarke Form 4
• Negative Sentiment: Director V (Gp) L.L.C. disclosed two large sales on April 15–16 totaling ~840,666 shares (~$148.8M combined at ~$177–$177.24 average). Large block sales from a director/affiliate are a notable offset to bullish headlines and could weigh on near‑term supply. SEC Filing – Director V sale (382,000) SEC Filing – Director V sale (458,666)

Analyst Ratings Changes

A number of research firms have recently weighed in on DELL. Barclays upped their target price on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Raymond James Financial upped their target price on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Evercore upped their target price on Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a research report on Thursday, March 26th. Finally, Wolfe Research assumed coverage on Dell Technologies in a research report on Thursday, April 9th. They set a “peer perform” rating for the company. Seventeen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $175.74.

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.