Dell Technologies (NYSE:DELL) Reaches New 12-Month High – Here’s What Happened

Dell Technologies Inc. (NYSE:DELL)’s stock price reached a new 52-week high during mid-day trading on Friday . The stock traded as high as $169.90 and last traded at $163.7190, with a volume of 4511707 shares traded. The stock had previously closed at $156.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Bank of America raised their target price on shares of Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a report on Friday, February 27th. Piper Sandler reduced their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Evercore reissued an “outperform” rating and set a $160.00 price objective on shares of Dell Technologies in a research note on Thursday, February 19th. Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday. Finally, Raymond James Financial increased their target price on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $163.28.

Dell Technologies Trading Up 1.0%

The company has a market capitalization of $104.88 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 0.74 and a beta of 0.97. The company’s 50 day simple moving average is $128.55 and its 200-day simple moving average is $133.88.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating 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 quarter in the prior year, the firm posted $2.68 earnings per share. The company’s quarterly 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. Sell-side analysts anticipate 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 paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.6%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is currently 28.90%.

Insiders Place Their Bets

In other news, CMO Jane Tunnell sold 28,529 shares of Dell Technologies stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the completion of the sale, the chief marketing officer owned 53,373 shares of the company’s stock, valued at $8,139,916.23. The trade was a 34.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director owned 65,662 shares in the company, valued at $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,540,917 shares of company stock valued at $230,215,036. 42.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the fourth quarter worth approximately $25,000. Rossby Financial LCC grew its stake in shares of Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the 2nd quarter worth $28,000. Navalign LLC purchased a new position in shares of Dell Technologies in the 4th quarter worth $29,000. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies in the 4th quarter worth $29,000. 76.37% of the stock is owned by institutional investors and hedge funds.

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.