Dell Technologies (NYSE:DELL) Insider William Scannell Sells 143,067 Shares

Dell Technologies Inc. (NYSE:DELL) insider William Scannell sold 143,067 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the transaction, the insider owned 21,779 shares of the company’s stock, valued at $3,593,535. This trade represents a 86.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Dell Technologies Stock Up 4.1%

NYSE DELL opened at $184.11 on Thursday. The stock’s 50-day simple moving average is $131.89 and its two-hundred day simple moving average is $134.93. Dell Technologies Inc. has a twelve month low of $66.25 and a twelve month high of $184.86. The company has a market capitalization of $118.89 billion, a price-to-earnings ratio of 21.11, a PEG ratio of 0.72 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period in the prior year, the business earned $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. On average, equities analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s payout ratio is currently 24.08%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on DELL. Raymond James Financial boosted their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. The Goldman Sachs Group began coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price on the stock. Citic Securities lifted their target price on shares of Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a research report on Friday, November 28th. JPMorgan Chase & Co. lowered their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Finally, Dbs Bank raised Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Seventeen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $164.22.

Dell Technologies News Roundup

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

• Positive Sentiment: Analyst support: Bank of America raised its price target to $172 and several brokerages (Bernstein, Mizuho, Daiwa) have reiterated/upgraded coverage, reinforcing buy-side conviction. Bank of America Boosts Dell Price Target
• Positive Sentiment: Macro/AI momentum and analyst notes pointing to strong enterprise AI/server demand have driven renewed investor interest in Dell as a primary beneficiary of AI infrastructure spending. Dell Hasn’t Given Up on AI PCs
• Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup (sleeker, AI-capable designs) and expanded cybersecurity/resilience offerings for AI deployments — moves that support near‑term revenue and enterprise wallet share. Dell Reimagines Commercial PCs
• Positive Sentiment: Dividend raise: Dell increased its quarterly dividend to $0.63 (annualized $2.52), signaling cash-return discipline that can attract income‑oriented investors. Dividend Increase Coverage
• Positive Sentiment: Institutional interest: Large buys and position increases from funds (e.g., Norges Bank, Wellington, Invesco) suggest sustained institutional allocation to Dell. Institutional Holdings Summary
• Neutral Sentiment: Broader market and sector dynamics — easing memory pressures, renewed CPU demand and a favorable tape for defensive tech names — are helping server/PC stocks generally, including Dell. MarketWatch: Server Makers Move
• Neutral Sentiment: Competitive context: Competitors like HP are also pushing AI‑PC strategies; this validates demand but increases execution/market‑share competition. HP AI-PC Positioning
• Negative Sentiment: Large insider selling: Multiple filings show significant disposals (William F. Scannell, Director V (Gp) L.L.C., CAO Richard Sharp and others) in recent days — high dollar insider sales can create investor caution even if not linked to company fundamentals. William F. Scannell Sale
• Negative Sentiment: Valuation/execution caution: A contrarian analysis warns that a large AI backlog doesn’t eliminate execution risk and that valuation could be vulnerable if demand or margins disappoint. Contrarian Seeking Alpha Piece

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC boosted its position in 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 bought a new stake in Dell Technologies in the 2nd quarter worth $28,000. Navalign LLC purchased a new position in shares of Dell Technologies in the fourth quarter valued at about $29,000. Finally, Kemnay Advisory Services Inc. bought a new position in shares of Dell Technologies during the fourth quarter valued at about $29,000. Institutional investors own 76.37% of the company’s stock.

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.