Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $8,100,696.40 in Stock

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 20,095 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $403.12, for a total value of $8,100,696.40. Following the completion of the sale, the director owned 50,381 shares of the company’s stock, valued at $20,309,588.72. The trade was a 28.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

Dell Technologies Stock Down 2.2%

NYSE:DELL opened at $410.00 on Friday. The business’s 50-day simple moving average is $283.50 and its two-hundred day simple moving average is $187.06. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $469.47. The stock has a market cap of $264.76 billion, a PE 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 for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the prior year, the company posted $1.55 earnings per share. The business’s quarterly revenue was up 87.5% compared to the same quarter last year. 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. Sell-side analysts anticipate that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is presently 20.02%.

Institutional Trading of Dell Technologies

Large investors have recently made changes to their positions in the business. Parallel Advisors LLC increased its holdings in shares of Dell Technologies by 8.8% in the 1st quarter. Parallel Advisors LLC now owns 6,973 shares of the technology company’s stock worth $1,145,000 after buying an additional 564 shares during the last quarter. Asset Dedication LLC lifted its holdings in shares of Dell Technologies by 1.7% in the 1st quarter. Asset Dedication LLC now owns 4,291 shares of the technology company’s stock valued at $704,000 after acquiring an additional 73 shares during the last quarter. Groupama Asset Managment grew its position in Dell Technologies by 2.6% in the first quarter. Groupama Asset Managment now owns 2,902 shares of the technology company’s stock worth $476,000 after acquiring an additional 73 shares in the last quarter. Segall Bryant & Hamill LLC purchased a new position in Dell Technologies in the first quarter worth about $5,930,000. Finally, BankChampaign National Association bought a new stake in Dell Technologies during the first quarter worth approximately $595,000. 76.37% of the stock is currently owned by institutional investors.

Key Stories Impacting Dell Technologies

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?

Analysts Set New Price Targets

DELL has been the topic of several recent analyst reports. Royal Bank Of Canada started coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set an “outperform” rating on the stock. Mizuho raised their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Wolfe Research cut shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Wells Fargo & Company increased their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a report on Friday, May 29th. Finally, Raymond James Financial lowered Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

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.