Richard Troy Sharp Sells 1,538 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) CAO Richard Troy Sharp sold 1,538 shares of Dell Technologies stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total transaction of $229,561.88. Following the completion of the transaction, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at $1,198,557.80. The trade was a 16.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Dell Technologies Trading Up 7.4%

Shares of NYSE:DELL opened at $176.78 on Wednesday. The company has a market cap of $114.15 billion, a price-to-earnings ratio of 20.27, a PEG ratio of 0.77 and a beta of 0.96. Dell Technologies Inc. has a 12 month low of $66.25 and a 12 month high of $178.31. The company has a 50-day moving average price of $130.58 and a 200 day moving average price of $134.58.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion for 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 firm’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period in the previous year, the firm posted $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. As a group, equities analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.4%. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Hedge Funds Weigh In On Dell Technologies

Several institutional investors have recently made changes to their positions in DELL. Armstrong Advisory Group Inc. increased its position 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 valued at $259,000 after purchasing an additional 63 shares during the period. Flagship Harbor Advisors LLC boosted its stake in shares of Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after purchasing an additional 71 shares in the last quarter. Westside Investment Management Inc. increased its holdings in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares during the period. Pinnacle Associates Ltd. lifted its holdings in 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 buying an additional 78 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC boosted its position in Dell Technologies by 2.3% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after acquiring an additional 81 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Daiwa Securities Group increased their price objective on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Evercore reissued an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a research note on Thursday, February 19th. Piper Sandler cut their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Finally, Barclays increased their price target on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $164.22.

Dell Technologies News Roundup

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

• Positive Sentiment: Strong quarterly results and sell‑side support — Dell reported an EPS beat and robust revenue growth; Bernstein reiterated an Outperform following the print, supporting bullish momentum. Dell Technologies Rated Outperform After Strong Earnings Beat
• Positive Sentiment: Bank of America raised its price target to $172 and reiterated a Buy, adding analyst conviction that likely contributed to investor demand. BofA price-target raise coverage
• Positive Sentiment: Product and go‑to‑market moves for AI/security — Dell expanded cybersecurity and resilience offerings for AI deployments and emerging quantum risks, strengthening its enterprise AI/server value proposition. Dell expands cybersecurity and resilience for AI era
• Positive Sentiment: Channel and partner momentum — Redesign Group achieved Titanium Black status in Dell’s partner program, which helps extend sales reach for Dell’s infrastructure products. Redesign Group Titanium Black
• Positive Sentiment: Institutional accumulation — several large funds and the Michael & Susan Dell Foundation have materially increased Dell stakes over recent quarters, signaling institutional confidence and supply sidelining. MarketBeat DELL ownership & flows
• Neutral Sentiment: Broader market tailwinds — an overall risk‑on market (geopolitical easing and a strong tape) has helped technology names, amplifying Dell’s move but not unique to the company. Geopolitical thaw helps tech rally
• Negative Sentiment: Insider selling — recent filings show the CAO and other insiders sold shares (including a large CMO disposition), which can raise short‑term investor caution even if not uncommon. Insider sale: Richard Troy Sharp CMO sale coverage
• Negative Sentiment: Contrarian valuation/execution concerns — at least one in‑depth note argues Dell may be over‑priced relative to execution risks despite a large AI backlog, a reminder that upside depends on sustained AI order conversion and margins. Contrarian: Dell not a buy despite $43B AI backlog

About Dell Technologies

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.