Dell Technologies (NYSE:DELL) CFO Sells $3,559,335.00 in Stock

Dell Technologies Inc. (NYSE:DELL) CFO David Alan Kennedy sold 19,500 shares of Dell Technologies stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the completion of the transaction, the chief financial officer owned 183,097 shares of the company’s stock, valued at $33,420,695.41. This represents a 9.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

Dell Technologies Stock Up 6.8%

Dell Technologies stock traded up $12.02 during trading on Monday, reaching $189.82. The stock had a trading volume of 10,429,942 shares, compared to its average volume of 8,581,774. Dell Technologies Inc. has a 52-week low of $80.74 and a 52-week high of $191.37. The business has a 50 day moving average price of $145.71 and a 200 day moving average price of $138.83. The stock has a market cap of $122.58 billion, a PE ratio of 21.77, a P/E/G ratio of 0.72 and a beta of 0.88.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the firm 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, equities analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.3%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is presently 24.08%.

Institutional Investors Weigh In On Dell Technologies

Several institutional investors have recently made changes to their positions in DELL. Vanguard Group Inc. boosted its position in shares of Dell Technologies by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares in the last quarter. State Street Corp boosted its position in shares of Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after buying an additional 265,740 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock worth $939,808,000 after buying an additional 108,011 shares in the last quarter. Invesco Ltd. boosted its position in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Finally, Deutsche Bank AG boosted its position in shares of Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after buying an additional 1,090,336 shares in the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Sector M&A rumor: reports that Nvidia may be pursuing a large PC-company acquisition have lifted the whole PC/IT hardware group, boosting optimism for strategic value or partnership upside for Dell. This rumor is the primary near-term driver of the move higher. Dell Stock Jumps. Here’s Why.
• Positive Sentiment: Solid recent fundamentals: Dell’s most recent quarterly report beat EPS and revenue estimates and the company provided FY guidance, supporting the view that the business is performing well underneath headline noise—this gives the rally some earnings-based legitimacy. (Company earnings release)
• Positive Sentiment: Analyst positioning: several outlets show an average analyst recommendation around “Moderate Buy,” which can attract momentum buyers and supports the stock on positive news flow. Dell Technologies Inc. (NYSE:DELL) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Strategic profile in AI: coverage notes Dell as an important AI infrastructure player (servers, storage, systems integration), which is a multi-year tailwind but already priced into expectations—positive long-term but not an immediate catalyst by itself. Dell Technologies (DELL): A Key AI Player… But Is Now Really The Time To Buy?
• Neutral Sentiment: Product reviews: new XPS 16 coverage is favorable but notes compromises—helps brand/perception but is not a major stock driver. Dell XPS 16 (2026) review: A beautiful laptop with compromises
• Negative Sentiment: Key risks flagged by analysts: Wolfe Research’s Peer Perform initiation and coverage commentary highlight risks such as memory-price swings and supply constraints that could pressure margins or near-term demand—factors that could limit upside if macro/commodity dynamics turn. Dell Technologies (NYSE:DELL) Earns Peer Perform Rating from Analysts at Wolfe Research

Analyst Ratings Changes

A number of brokerages have recently commented on DELL. Truist Financial began coverage on shares of Dell Technologies in a report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 target price on the stock. Piper Sandler cut their target price on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Barclays lifted their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a report on Friday, February 27th. Weiss Ratings cut shares of Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 1st. Finally, Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Sixteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and an average target price of $170.47.

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.