Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 458,666 Shares

Key Points

• Director V (Gp) L.L.C. Slta sold 458,666 shares on April 15 at $177.24 for $81.3M, and has sold roughly 3.00 million Dell shares for about $485 million across March–mid April according to SEC filings.
• Despite the insider selling, Dell reported strong quarterly results (EPS $3.89 vs $3.53 and revenue $33.38B), shares are near a 1‑year high (~$196.46), several analysts raised price targets (Goldman to $215, JPMorgan to $205), and the company increased its quarterly dividend to $0.63.

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total value of $81,293,961.84. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

V (Gp) L.L.C. Slta also recently made the following trade(s):

• On Thursday, April 16th, V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock. The shares were sold at an average price of $176.81, for a total value of $67,541,420.00.
• On Friday, March 20th, V (Gp) L.L.C. Slta sold 299,979 shares of Dell Technologies stock. The shares were sold at an average price of $164.54, for a total value of $49,358,544.66.
• On Friday, March 20th, V (Gp) L.L.C. Slta sold 150,022 shares of Dell Technologies stock. The shares were sold at an average price of $166.96, for a total value of $25,047,673.12.
• On Monday, March 23rd, V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock. The stock was sold at an average price of $162.25, for a total value of $74,634,837.75.
• On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The shares were sold at an average price of $154.40, for a total value of $36,659,346.40.
• On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The shares were sold at an average price of $146.75, for a total value of $648,194.75.
• On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were sold at an average price of $149.43, for a total value of $41,476,836.81.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The shares were sold at an average price of $151.13, for a total value of $33,616,450.42.

Dell Technologies Stock Up 1.7%

Shares of NYSE DELL traded up $3.37 during midday trading on Friday, hitting $196.46. The stock had a trading volume of 6,268,323 shares, compared to its average volume of 8,548,676. The company has a market capitalization of $126.86 billion, a PE ratio of 22.53, a P/E/G ratio of 0.72 and a beta of 0.88. The stock has a 50 day simple moving average of $151.14 and a 200-day simple moving average of $140.26. Dell Technologies Inc. has a 1 year low of $80.74 and a 1 year high of $197.34.

Dell Technologies (NYSE:DELL - Get Free Report) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business's quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter last year, the business 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, analysts expect that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost 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 currently 24.08%.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies during the fourth quarter worth $25,000. Rossby Financial LCC increased its position in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company's stock worth $26,000 after acquiring an additional 184 shares during the period. Navalign LLC purchased a new stake in shares of Dell Technologies during the fourth quarter worth $29,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies during the fourth quarter worth $29,000. Finally, WealthCollab LLC increased its position in shares of Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company's stock worth $31,000 after acquiring an additional 114 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Summary

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

• Positive Sentiment: Goldman Sachs raised its price target to $215 and kept a Buy view, citing Dell’s strength in AI servers and valuation upside; that upgrade is a key driver of buying interest. Goldman Sachs Raises Dell Price Target to $215
• Positive Sentiment: JPMorgan bumped its price target to $205 and reiterated an Overweight rating, adding institutional validation for the rally and supporting near-term upside. Benzinga coverage of JPMorgan PT raise
• Positive Sentiment: Unusual options activity: traders bought roughly 47,955 DELL calls (about +12% vs. average), signaling short-term bullish positioning from speculators and hedgers.
• Positive Sentiment: CEO Michael Dell publicly opposed a proposed moratorium on AI data-center builds, reinforcing management’s stance that AI infrastructure expansion should continue — a positive for Dell’s server and datacenter hardware demand. Michael Dell on proposed data center moratorium
• Positive Sentiment: Product/partner momentum: Dell is part of a new Intel–Nokia 5G edge appliance initiative (announced jointly), which highlights edge/telecom demand and expands Dell’s go-to-market for edge compute appliances. Intel Joins Nokia & Dell in 5G Edge Innovation
• Neutral Sentiment: Multiple media/analyst writeups (Zacks, Seeking Alpha) are highlighting Dell as a momentum/value pick based on AI exposure and attractive multiples; helpful for sentiment but mainly reiterative rather than new fundamental news. Zacks: Are You Looking for a Top Momentum Pick? Seeking Alpha: Dell — A Value Stock Multiple On An AI Growth Business
• Negative Sentiment: Competitive/product risks: Intel launched lower-cost AI-capable PC chips and competitors like Supermicro (SMCI) are rolling out compact edge AI systems — incremental competition at the edge and server market could pressure some segments of Dell’s business if price/performance gaps widen. Intel Targets Budget Buyers With New AI PC Chips SMCI Launches Compact and Cost-Efficient Edge AI System

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on DELL shares. Daiwa Securities Group upped their price target on Dell Technologies from $150.00 to $170.00 and gave the company an "outperform" rating in a research report on Friday, March 6th. Morgan Stanley upped their price target on Dell Technologies from $101.00 to $110.00 and gave the company an "underweight" rating in a research report on Friday, February 27th. Citigroup dropped their price target on Dell Technologies from $165.00 to $160.00 and set a "buy" rating for the company in a research report on Tuesday, February 17th. Piper Sandler dropped their price target on Dell Technologies from $172.00 to $167.00 and set an "overweight" rating for the company in a research report on Friday, February 27th. Finally, Wall Street Zen upgraded Dell Technologies from a "buy" rating to a "strong-buy" rating in a report on Saturday, March 21st. Sixteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $175.74.

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.

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