Insider Selling: Dell Technologies (NYSE:DELL) Director Sells 382,000 Shares of Stock

Key Points

• Insider selling: Dell director entity V (Gp) L.L.C. Slta sold 382,000 shares on April 16 and, across multiple trades since early March, has sold roughly 3.0 million shares of DELL for a combined total of about $485 million.
• Company momentum despite sales: Dell shares trade near their 52‑week high after a quarterly beat (EPS $3.89 vs. $3.53) and strong 39.5% YoY revenue growth; the firm raised its quarterly dividend to $0.63 and several analysts have raised price targets (Goldman to $215), leaving a consensus rating of "Moderate Buy."

Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.81, for a total transaction of $67,541,420.00. The sale was disclosed in a filing with the SEC, which is available through this link.

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

• On Wednesday, April 15th, V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84.
• 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 transaction 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 transaction of $25,047,673.12.
• On Monday, March 23rd, V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock. The shares were sold at an average price of $162.25, for a total transaction 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 transaction 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 transaction 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 transaction 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 transaction 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 transaction of $33,616,450.42.

Dell Technologies Stock Performance

Shares of NYSE DELL traded up $3.37 during trading on Friday, reaching $196.46. The company had a trading volume of 6,268,323 shares, compared to its average volume of 8,548,676. Dell Technologies Inc. has a 52 week low of $80.74 and a 52 week high of $197.34. The business's 50 day moving average price is $151.14 and its 200-day moving average price is $140.26. The stock has a market cap of $126.86 billion, a PE ratio of 22.53, a PEG ratio of 0.72 and a beta of 0.88.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion for the quarter, compared to analysts' expectations of $31.60 billion. During the same period in the prior year, the firm earned $2.68 earnings per share. Dell Technologies's revenue was up 39.5% compared to the same quarter last year. 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. Equities analysts anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current 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 paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 1.3%. This is an increase from Dell Technologies's previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies's payout ratio is currently 24.08%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on DELL. Daiwa Securities Group increased their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the company an "outperform" rating in a research note on Friday, March 6th. Citigroup decreased their price target on shares of Dell Technologies from $165.00 to $160.00 and set a "buy" rating on the stock in a research note on Tuesday, February 17th. Mizuho boosted their price target on shares of Dell Technologies from $180.00 to $215.00 and gave the stock an "outperform" rating in a research note on Monday, April 6th. Wall Street Zen raised shares of Dell Technologies from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 21st. Finally, Morgan Stanley boosted their price target on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an "underweight" rating in a research note on Friday, February 27th. Sixteen equities research 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. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $175.74.

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of DELL. Bell Investment Advisors Inc boosted its holdings in shares of Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company's stock valued at $53,000 after buying an additional 52 shares during the period. Values First Advisors Inc. boosted its holdings in shares of Dell Technologies by 6.8% in the first quarter. Values First Advisors Inc. now owns 1,999 shares of the technology company's stock valued at $328,000 after buying an additional 127 shares during the period. Kaufman Rossin Wealth LLC acquired a new position in shares of Dell Technologies in the first quarter valued at approximately $204,000. XML Financial LLC boosted its holdings in shares of Dell Technologies by 21.9% in the first quarter. XML Financial LLC now owns 6,317 shares of the technology company's stock valued at $1,037,000 after buying an additional 1,136 shares during the period. Finally, Brookstone Capital Management boosted its holdings in shares of Dell Technologies by 7.6% in the first quarter. Brookstone Capital Management now owns 43,069 shares of the technology company's stock valued at $7,069,000 after buying an additional 3,054 shares during the period. 76.37% of the stock is owned by institutional investors.

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

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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