Dell Technologies (NYSE:DELL) Director Ellen Jamison Kullman Sells 150,346 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares in the company, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Dell Technologies Trading Down 1.9%

Dell Technologies stock opened at $143.74 on Wednesday. Dell Technologies Inc. has a 12-month low of $66.25 and a 12-month high of $168.08. The firm has a market capitalization of $95.25 billion, a price-to-earnings ratio of 16.48, a P/E/G ratio of 0.68 and a beta of 0.97. The firm has a 50 day moving average of $123.82 and a 200 day moving average of $132.51.

Dell Technologies (NYSE:DELL) last issued its quarterly 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 business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.68 earnings per share. 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. On average, analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 annualized dividend and a yield of 1.8%. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is currently 24.08%.

Institutional Trading of Dell Technologies

A number of large investors have recently added to or reduced their stakes in DELL. Norges Bank bought a new position in shares of Dell Technologies during the 4th quarter valued at approximately $607,349,000. Wellington Management Group LLP raised its stake in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Invesco Ltd. raised its stake in Dell Technologies by 50.4% during the fourth 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. Michael & Susan Dell Foundation lifted its position in Dell Technologies by 533.3% during the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after purchasing an additional 2,258,797 shares during the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of Dell Technologies by 541.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after buying an additional 1,685,529 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: Dell raised its dividend by 20%, boosting near-term shareholder yield and signaling management is prioritizing returns — a clear catalyst for income-focused and dividend-growth investors. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Positive Sentiment: Mutual funds have been increasing Dell exposure recently, putting the stock on buy-point watchlists — institutional buying can support near-term demand. Mutual Funds Load Up On This Defense Name, Dell Stock
• Positive Sentiment: Dell is pushing deeper into AI/edge markets (new rugged PowerEdge XR9700, expanded Unisys alliance and Dataloop deal) — moves that expand higher-margin services and AI-server addressable markets over time. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Positive Sentiment: At least one outlet reported Dell’s price target was raised to $170, reflecting continued analyst bullishness after recent results. Higher targets can underpin investor conviction. Dell Technologies (NYSE:DELL) Price Target Raised to $170.00
• Neutral Sentiment: Zacks and other market-commentary pieces are featuring Dell among investment ideas, keeping the name in investor screens but not adding a single definitive catalyst. Zacks Investment Ideas feature highlights Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell
• Neutral Sentiment: Local reporting notes Dell is trimming headcount in Round Rock while revenue remains strong — operational tightening can help margins, but also raises questions about execution and workforce risk. Dell employing fewer people here — but it’s raking in the revenue
• Negative Sentiment: Director Ellen Jamison Kullman sold 150,346 shares (≈$21.8M), materially reducing her stake — a large, recent insider sale that can spook investors when paired with other selling. Insider Sale Filing — Ellen Jamison Kullman
• Negative Sentiment: Coverage flagged renewed margin worries: rising DRAM/component prices and a richer AI-server mix could compress hardware gross margins even as revenue grows — a primary reason for today’s pullback. Dell slides 3.5% as margin worries resurface after AI-fueled rally
• Negative Sentiment: Reporting shows multiple large insider sales (including other directors/executives), reinforcing sell-pressure narrative and raising governance/stock-supply concerns for short-term sentiment. Dell Technologies (NYSE:DELL) Director Sells $74,883,300.00 in Stock

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on DELL. Wall Street Zen raised Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. JPMorgan Chase & Co. cut their price objective on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Piper Sandler reduced their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Bank of America upped their target price on shares of Dell Technologies from $135.00 to $155.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Finally, Mizuho raised their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently 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.