Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 510,000 Shares

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

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

• 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 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 Trading Down 0.1%

Dell Technologies stock opened at $146.39 on Friday. The company has a 50-day moving average price of $123.12 and a 200 day moving average price of $132.28. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $168.08. The stock has a market cap of $97.01 billion, a P/E ratio of 16.79, a PEG ratio of 0.68 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. Dell Technologies’s revenue was up 39.5% on a year-over-year basis. During the same period in the previous year, the business 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. As a group, analysts forecast 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 given a $0.63 dividend. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.7%. Dell Technologies’s dividend payout ratio (DPR) is currently 24.08%.

More Dell Technologies News

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

• Positive Sentiment: Record quarter and AI demand — Dell reported record revenue and earnings driven by robust AI server demand, raised its dividend and expanded its buyback program, and highlighted new AI-focused products and partnerships (positive catalysts for revenue, margins and capital returns). Dell Earnings Highlight AI Server Growth
• Positive Sentiment: AI server backlog and ISG momentum — Dell’s Infrastructure Solutions Group posted record revenues with a large backlog (~$43B) and management projects roughly $50B in AI-related revenue for FY27, supporting forward revenue visibility. ISG Revenue Growth Strengthens
• Positive Sentiment: Analyst upgrades and momentum coverage — Daiwa raised its price target to $170 and kept an outperform rating, while multiple outlets (Zacks, Yahoo, MarketBeat) highlight Dell as a momentum/value play after the beat and strong cash generation. These note higher upside and institutional support. Daiwa PT Raise
• Neutral Sentiment: Valuation/price momentum — Coverage points out a recent sharp share rally (strong weekly/monthly gains), prompting re?assessments of valuation and whether upside is already priced in; this is informational but increases sensitivity to near-term data. Assessing Valuation After Surge
• Neutral Sentiment: Industry positioning — Dell is featured in data-center/AI market reports as a leader alongside Broadcom and HPE, confirming strategic positioning but not changing near-term fundamentals by itself. Data Center Solutions Report
• Negative Sentiment: Insider/director selling — SEC filings show large director sales on March 2 (hundreds of thousands of shares sold), which can sap sentiment and trigger near-term selling pressure even when results are strong. SEC Filing – Director Sale

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors have recently modified their holdings of the company. Armstrong Advisory Group Inc. lifted its stake in Dell Technologies by 3.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after acquiring an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC increased its stake in Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after purchasing an additional 71 shares during the period. Westside Investment Management Inc. increased its stake in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. Pinnacle Associates Ltd. lifted its position in shares of Dell Technologies by 0.4% during the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after purchasing an additional 78 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC boosted its stake in shares of Dell Technologies by 2.3% in the third quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after purchasing an additional 81 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have commented on DELL shares. Piper Sandler reduced their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Mizuho increased their price target on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Morgan Stanley raised their price objective on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Raymond James Financial boosted their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Finally, The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price on the stock. Sixteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $163.28.

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.