Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $16,760,009.88 in Stock

Dell Technologies Inc. (NYSE:DELL) Director David Dorman sold 41,292 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $405.89, for a total transaction of $16,760,009.88. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Dell Technologies Stock Performance

NYSE:DELL opened at $410.00 on Friday. The firm has a 50-day simple moving average of $283.50 and a 200-day simple moving average of $187.06. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47. The firm has a market cap of $264.76 billion, a P/E ratio of 32.57, a P/E/G ratio of 0.90 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period last year, the firm earned $1.55 earnings per share. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on DELL. Evercore boosted their price target on Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Loop Capital raised their price objective on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Barclays downgraded shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a report on Friday, May 29th. Finally, Zacks Research upgraded shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $475.76.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in Dell Technologies in the fourth quarter worth about $607,349,000. Wellington Management Group LLP increased its holdings in shares of 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 acquiring an additional 2,937,137 shares in the last quarter. Invesco Ltd. increased its holdings in shares of 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 acquiring an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation boosted its stake in Dell Technologies by 533.3% in the 4th quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after purchasing an additional 2,258,797 shares in the last quarter. Finally, Franklin Resources Inc. boosted its stake in 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 purchasing an additional 1,685,529 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

More Dell Technologies News

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

• Positive Sentiment: Dell is still benefiting from bullish AI server coverage, with multiple reports citing surging AI server revenue, a growing AI backlog, and strong enterprise data-center demand that could support future growth. Dell’s Momentum Score Jumps As AI Server Revenue Surges Over 750% Amid Data Center Demand
• Positive Sentiment: The company also won a large government-related contract tied to Microsoft and the U.S. Air Force, reinforcing Dell’s momentum in enterprise and public-sector infrastructure. Dell Wins $1.44B Microsoft License Deal
• Positive Sentiment: Recent commentary remained constructive on the stock, with analysts and market writers pointing to continued upside from AI demand and strong forecast revisions. Dell Stock Looks Cheap Here With Higher Analyst Forecasts – Short Put Plays Are Attractive
• Positive Sentiment: Coverage also noted Dell’s broader momentum in the computer hardware industry, with strong enterprise device demand helping support the bull case. 2 Stocks to Watch Right Now From the Prospering Computer Industry
• Neutral Sentiment: Dell declared a quarterly dividend of $0.63 per share, which supports shareholder returns but is not a major short-term growth driver. Dell Technologies Declares Quarterly Cash Dividend
• Negative Sentiment: Several recent insider sales, including transactions by senior executives and Silver Lake-related directors, may be pressuring sentiment and raising caution about the stock’s near-term valuation. Dell Technologies insider trades
• Negative Sentiment: Some traders also flagged Dell as potentially overbought after its sharp rally, which could make the shares vulnerable to a pullback despite the favorable AI narrative. What’s Going On With Dell Technologies Stock Thursday?

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.