Insider Selling: Dell Technologies (NYSE:DELL) Insider Sells $1,479,000.00 in Stock

Key Points

• Insider sale: Director Jennifer Saavedra sold 10,200 shares at an average of $145 for a total of $1,479,000, reducing her stake to 252,715 shares (a 3.88% decrease), as disclosed in an SEC filing.
• Earnings and AI-driven momentum: Dell beat Q4 estimates with $3.89 EPS (vs. $3.53 expected) and $33.38B revenue (up 39.5% YoY), and the stock has rallied on strong AI/server demand (a reported >$40B backlog) alongside analyst upgrades and bullish price targets.
• Dividend boost: Management raised the quarterly dividend to $0.63 (from $0.53), implying a $2.52 annualized payout and a ~1.7% yield, with an ex-dividend date of April 21 and payment on May 1.

Dell Technologies Inc. (NYSE:DELL - Get Free Report) insider Jennifer Saavedra sold 10,200 shares of the stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $145.00, for a total value of $1,479,000.00. Following the completion of the sale, the insider directly owned 252,715 shares of the company's stock, valued at $36,643,675. The trade was a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

Dell Technologies Trading Up 2.6%

Shares of Dell Technologies stock traded up $3.67 during trading on Wednesday, reaching $147.47. The company's stock had a trading volume of 5,301,578 shares, compared to its average volume of 8,444,979. The company has a 50-day moving average price of $123.82 and a two-hundred day moving average price of $132.51. Dell Technologies Inc. has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The firm has a market cap of $97.73 billion, a PE ratio of 16.91, a P/E/G ratio of 0.68 and a beta of 0.97.

Dell Technologies (NYSE:DELL - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping analysts' consensus estimates of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to analysts' expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. Dell Technologies's quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.68 EPS. 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. On average, analysts predict 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. Investors of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This is an increase from Dell Technologies's previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies's dividend payout ratio is 24.08%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Big-picture AI demand and backlog: Coverage highlights a >$40B AI/server backlog and a one-year, ~60% rally driven by accelerating AI infrastructure sales and 9% revenue growth — a core reason investors are bid up. What's Behind The 60% Rally In Dell Stock?
• Positive Sentiment: Earnings beat and guidance drive confidence: Fiscal Q4 results topped EPS and revenue estimates and management gave FY guidance that kept the market optimistic, supporting momentum. 2 Tech Stocks That Just Got a Massive Boost from AI
• Positive Sentiment: Dividend increase and buybacks: Management raised the quarterly dividend ~20%, improving yield and signaling confidence in cash flow — a clear catalyst for income-oriented funds. As Dell Technologies Raises Its Dividend 20%, Should You Buy DELL Stock?
• Positive Sentiment: Institutional interest and analyst support: Mutual funds and several large institutions have added shares recently and some analysts have lifted targets/ratings, underpinning demand. Mutual Funds Load Up On This Defense Name, Dell Stock
• Positive Sentiment: Product & M&A to expand AI addressable market: New rugged PowerEdge XR9700 for edge AI, expanded Unisys alliance and Dataloop deal broaden AI/edge offerings and services potential. Dell Pushes Into Edge AI As Valuation Lags Analyst Targets
• Neutral Sentiment: Featured in stock screens and idea lists: Zacks and other outlets include Dell in investment idea pieces — keeps name visible but not a new direct catalyst. Buy 5 AI-Powered Stocks That Surged Past Month and Still Have Upside
• Neutral Sentiment: Operational changes: Local reporting notes workforce reductions in Round Rock while revenue grows — could help margins long term but adds execution/PR noise near term. Dell employing fewer people here — but it's raking in the revenue
• Negative Sentiment: Insider selling: A director disclosed a ~$21.8M sale (150,346 shares) and other large insider sales have been reported, which can create short-term supply pressure and concern about insider conviction. Insider Sale Filing — Ellen Jamison Kullman
• Negative Sentiment: Margin risk from component cost and AI mix: Several pieces flag rising DRAM and component prices plus a richer AI-server mix that can compress hardware gross margins — cited as the main reason for recent pullbacks. Inside Dell's Exploding AI Business

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Dbs Bank upgraded Dell Technologies to a "moderate buy" rating in a research note on Monday, January 5th. Barclays boosted their price objective on shares of Dell Technologies from $148.00 to $168.00 and gave the company an "overweight" rating in a research note on Friday, February 27th. Weiss Ratings restated a "hold (c+)" rating on shares of Dell Technologies in a research report on Wednesday, January 21st. Zacks Research downgraded shares of Dell Technologies from a "strong-buy" rating to a "hold" rating in a report on Tuesday, November 18th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Dell Technologies from $170.00 to $155.00 and set an "overweight" rating on the stock in a research note on Thursday, February 19th. Sixteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $163.28.

Hedge Funds Weigh In On Dell Technologies

Large investors have recently made changes to their positions in the stock. Winnow Wealth LLC purchased a new position in Dell Technologies in the second quarter valued at about $25,000. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC grew its holdings in shares of Dell Technologies by 968.4% in the 4th 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. Twin Peaks Wealth Advisors LLC purchased a new position in Dell Technologies in the 2nd quarter valued at approximately $28,000. Finally, Navalign LLC acquired a new position in Dell Technologies during the fourth quarter worth $29,000. Hedge funds and other institutional investors own 76.37% of the company's stock.

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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