Dell Technologies (NYSE:DELL) CMO Jane Tunnell Sells 5,436 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) CMO Jane Tunnell sold 5,436 shares of the company’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $523.51, for a total transaction of $2,845,800.36. Following the completion of the transaction, the chief marketing officer owned 41,539 shares in the company, valued at approximately $21,746,081.89. This represents a 11.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website.

Dell Technologies Stock Up 0.2%

Shares of NYSE:DELL opened at $535.20 on Thursday. The firm has a fifty day moving average of $445.73 and a two-hundred day moving average of $319.04. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $562.99. The firm has a market capitalization of $346.87 billion, a P/E ratio of 31.06, a price-to-earnings-growth ratio of 0.55 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business had revenue of $46.97 billion for the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the prior year, the business posted $1.70 earnings per share. Dell Technologies’s revenue for the quarter was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Equities research analysts expect that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be given a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio is presently 14.63%.

Wall Street Analyst Weigh In

Several brokerages recently commented on DELL. Deutsche Bank Aktiengesellschaft began coverage on Dell Technologies in a research note on Thursday, September 3rd. They issued a “hold” rating and a $480.00 price target for the company. Truist Financial lifted their target price on shares of Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a research note on Wednesday, September 2nd. Piper Sandler reissued an “overweight” rating and issued a $558.00 target price (up from $497.00) on shares of Dell Technologies in a research report on Wednesday, September 2nd. Cantor Fitzgerald started coverage on shares of Dell Technologies in a research note on Wednesday, September 2nd. They set an “overweight” rating on the stock. Finally, William Blair began coverage on shares of Dell Technologies in a report on Monday, June 1st. They set a “neutral” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $556.92.

Institutional Investors Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired 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 during the 2nd quarter worth $809,000. Gamco Investors INC. ET AL grew its stake in Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after buying an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC raised 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 acquiring an additional 34,538 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Roundup

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

• Positive Sentiment: Evercore raised its price target and reaffirmed Dell as a top pick, while other analysts maintain bullish ratings. The company’s record AI-server orders, approximately $95 billion backlog and accelerating enterprise infrastructure spending underpin expectations for further upside. Dell rises as Evercore names it a top pick
• Positive Sentiment: Recent quarterly results continue to support the rally. Dell reported $7.04 EPS versus the $4.91 consensus estimate and revenue of $46.97 billion, up 57.7% year over year. AI-server orders totaled a record $60.9 billion, reinforcing expectations for strong growth in data-center infrastructure. Dell Q2 2027 earnings call transcript
• Positive Sentiment: Investors are also watching the Goldman Sachs conference for additional commentary on AI demand, enterprise adoption and the company’s raised outlook. Coverage highlights Dell’s expanding role in “on-premise” AI deployments, broadening its opportunity beyond hyperscale cloud customers. Dell conference presentation transcript
• Neutral Sentiment: Dell plans to raise approximately $4 billion through bonds to refinance debt while funding its AI-server expansion. Refinancing may improve flexibility, but investors will monitor borrowing costs, leverage and returns on the company’s substantial infrastructure investment. Dell plans $4 billion bond sale
• Negative Sentiment: Insider selling is a modest headwind. CMO Jane Tunnell and insider Jennifer Saavedra sold shares, while Silver Lake-affiliated entities sold more than 400,000 shares in several transactions. Although these sales may reflect diversification or planned liquidity needs, they reduce insider ownership as DELL trades near record levels. Dell insider selling
• Negative Sentiment: After a gain exceeding 300% over the past year, valuation and execution risks are rising. The stock’s premium multiple leaves less room for weaker AI-server demand, margin pressure or delays converting its backlog into profitable revenue. Dell valuation and backlog analysis

Dell Technologies Company Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.