V (Gp) L.L.C. Slta Sells 382,000 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 382,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.81, for a total transaction of $67,541,420.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

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

• On Wednesday, April 15th, V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock. The stock was sold at an average price of $177.24, for a total transaction of $81,293,961.84.
• 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 transaction 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 transaction of $25,047,673.12.
• On Monday, March 23rd, V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock. The shares were sold at an average price of $162.25, for a total transaction of $74,634,837.75.
• On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The stock was sold at an average price of $154.40, for a total transaction 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 transaction 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 stock was 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 stock was sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Stock Up 1.7%

DELL opened at $196.46 on Friday. Dell Technologies Inc. has a 52-week low of $80.74 and a 52-week high of $197.34. The company has a 50 day moving average of $152.65 and a two-hundred day moving average of $140.69. The company has a market cap of $126.86 billion, a P/E ratio of 22.53, a P/E/G ratio of 0.79 and a beta of 0.88.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data 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. 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 the consensus estimate of $31.60 billion. During the same period in the previous year, the firm earned $2.68 earnings per share. Dell Technologies’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. Research analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The company 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. 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 dividend on an annualized basis and a dividend yield of 1.3%. Dell Technologies’s dividend payout ratio is presently 24.08%.

Dell Technologies News Roundup

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)

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on DELL. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. JPMorgan Chase & Co. boosted their target price on shares of Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research report on Thursday. Wolfe Research began coverage on shares of Dell Technologies in a research report on Thursday, April 9th. They set a “peer perform” rating on the stock. Evercore boosted their target price on shares of Dell Technologies from $160.00 to $205.00 and gave the stock an “outperform” rating in a research report on Thursday, March 26th. Finally, Bank of America boosted their target price on shares of Dell Technologies from $172.00 to $205.00 and gave the stock a “buy” rating in a research report on Wednesday, April 8th. Seventeen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $175.74.

Institutional Trading of Dell Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in DELL. Brighton Jones LLC increased its stake in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Dell Technologies in the second quarter worth $328,000. Marshall Wace LLP bought a new stake in shares of Dell Technologies in the second quarter worth $809,000. Gamco Investors INC. ET AL increased its stake in shares of Dell Technologies by 30.2% in the second 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 during the last quarter. Finally, NewEdge Advisors LLC increased its stake in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after buying an additional 34,538 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

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.