Dell Technologies (NYSE:DELL) General Counsel Richard Rothberg Sells 4,000 Shares

Dell Technologies Inc. (NYSE:DELL) General Counsel Richard Rothberg sold 4,000 shares of the stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $583.36, for a total transaction of $2,333,440.00. Following the sale, the general counsel directly owned 132,415 shares of the company’s stock, valued at $77,245,614.40. This represents a 2.93% 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 Performance

Shares of NYSE:DELL traded up $7.14 during trading on Monday, reaching $575.20. The stock had a trading volume of 7,594,910 shares, compared to its average volume of 8,438,266. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51. The firm’s fifty day moving average is $464.52 and its 200 day moving average is $339.93. The stock has a market cap of $372.79 billion, a price-to-earnings ratio of 33.38, a P/E/G ratio of 0.59 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last announced its 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. The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. Dell Technologies’s quarterly revenue was up 57.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.70 earnings per share. 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. On average, research analysts forecast that Dell Technologies Inc. will post 25.14 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is currently 14.63%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Morgan Stanley said Dell is well positioned to benefit from the growth of on-premises AI, supporting the view that enterprises will continue investing in Dell’s servers and infrastructure. Dell Best Positioned to Benefit From On-Premises AI Growth, Morgan Stanley Says
• Positive Sentiment: Dell’s AI customer base has surpassed 6,500, while enterprise, sovereign-AI and neocloud demand is contributing to record orders and an approximately $95 billion backlog. These figures reinforce expectations for continued revenue growth despite competition from Super Micro Computer and Hewlett Packard Enterprise. DELL Rides on Growing AI Clientele
• Positive Sentiment: Dell introduced the XPS Googlebook, a premium 13-inch laptop powered by Qualcomm’s Snapdragon X Elite and designed for Google’s Gemini Intelligence. The product broadens Dell’s consumer lineup and links its XPS brand to the expanding AI-PC market. Dell Technologies Introduces the XPS Googlebook
• Positive Sentiment: Analyst commentary continues to highlight Dell, alongside SMCI and HPE, as a way to participate in rising AI-server spending. Dell’s inclusion in the S&P 100 also improves its visibility among large-cap investors. Buy Top-Ranked DELL, SMCI & HPE
• Neutral Sentiment: Although Dell reached a fresh 52-week high, investors are weighing whether further gains are justified by fundamentals. The sharp rally increases sensitivity to valuation, execution and any slowdown in AI infrastructure demand. Dell Hits Fresh High: Is There Still Room to Run?
• Negative Sentiment: Two Dell directors sold substantial amounts of stock, totaling roughly $42 million. The transactions may raise concerns about insider confidence, although they do not necessarily indicate a change in the company’s business outlook. Dell Director Sells Stock
• Negative Sentiment: A separate valuation-focused report argued that Dell’s strong performance leaves substantial downside risk, highlighting the potential for profit-taking if AI growth expectations or valuation multiples weaken. Dell: This High Flyer Has 67% Downside

Analyst Ratings Changes

A number of equities research analysts have weighed in on DELL shares. HSBC upgraded Dell Technologies to a “buy” rating in a report on Friday, May 29th. Cantor Fitzgerald began coverage on shares of Dell Technologies in a research report on Wednesday, September 2nd. They set an “overweight” rating for the company. Truist Financial boosted their target price on shares of Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a research report on Wednesday, September 2nd. Weiss Ratings restated a “buy (b)” rating on shares of Dell Technologies in a report on Wednesday, August 12th. Finally, UBS Group reaffirmed an “outperform” rating on shares of Dell Technologies in a research note on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $560.72.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Cornerstone Financial Management LLC increased its holdings in Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares during the last quarter. Triumph Capital Management boosted its stake in Dell Technologies by 2.3% in the second quarter. Triumph Capital Management now owns 1,405 shares of the technology company’s stock valued at $606,000 after acquiring an additional 32 shares during the last quarter. Accel Wealth Management grew its position in shares of Dell Technologies by 2.8% during the 2nd quarter. Accel Wealth Management now owns 1,421 shares of the technology company’s stock valued at $613,000 after acquiring an additional 39 shares during the period. West Family Investments Inc. grew its holdings in Dell Technologies by 3.6% during the second quarter. West Family Investments Inc. now owns 1,263 shares of the technology company’s stock valued at $545,000 after purchasing an additional 44 shares during the period. Finally, Ariadne Wealth Management LP lifted its holdings in Dell Technologies by 1.6% during the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after purchasing an additional 49 shares during the last quarter. 76.37% of the stock is owned by institutional investors.

About Dell Technologies

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.