Jeffrey Clarke Sells 116,000 Shares of Dell Technologies (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL) COO Jeffrey Clarke sold 116,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total value of $21,167,680.00. Following the sale, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at approximately $307,919,306.72. This trade represents a 6.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Dell Technologies Trading Up 1.7%

Shares of NYSE:DELL traded up $3.37 during trading on Friday, reaching $196.46. 6,268,323 shares of the company traded hands, compared to its average volume of 8,548,676. The firm has a market capitalization of $126.86 billion, a price-to-earnings ratio of 22.53, a P/E/G ratio of 0.72 and a beta of 0.88. The business’s fifty day moving average is $151.14 and its 200-day moving average is $140.26. Dell Technologies Inc. has a 52-week low of $80.74 and a 52-week high of $197.34.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion during 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 firm’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. On average, sell-side analysts predict that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently announced 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 a boost 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 1.3%. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is currently 24.08%.

Trending Headlines about Dell Technologies

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

Hedge Funds Weigh In On Dell Technologies

Institutional investors have recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies during the fourth quarter valued at $25,000. Rossby Financial LCC boosted 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 valued at $26,000 after buying an additional 184 shares during the last quarter. Navalign LLC purchased a new stake in shares of Dell Technologies during the fourth quarter valued at $29,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies during the fourth quarter valued at $29,000. Finally, WealthCollab LLC boosted 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 valued at $31,000 after buying an additional 114 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Bank of America upped their target price on Dell Technologies from $172.00 to $205.00 and gave the company a “buy” rating in a report on Wednesday, April 8th. Weiss Ratings downgraded Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 1st. Daiwa Securities Group upped their target price on Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Truist Financial initiated coverage on Dell Technologies in a report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 price objective for the company. Finally, Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 21st. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $175.74.

Dell Technologies Company Profile

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.