Dell Technologies (NYSE:DELL) Shares Down 2.3% – Here’s Why

Posted by Brian Himes on Jul 27th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report)’s share price was down 2.3% during mid-day trading on Monday . The stock traded as low as $411.87 and last traded at $427.5710. Approximately 4,919,059 shares changed hands during trading, a decline of 42% from the average session volume of 8,506,007 shares. The stock had previously closed at $437.50.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on DELL shares. William Blair started coverage on shares of Dell Technologies in a report on Monday, June 1st. They issued a “neutral” rating for the company. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Daiwa Securities Group boosted their price target on Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a research report on Tuesday, June 2nd. Susquehanna set a $289.00 price objective on Dell Technologies and gave the company a “neutral” rating in a research note on Friday, May 29th. Finally, Morgan Stanley lifted their target price on Dell Technologies from $448.00 to $477.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and an average price target of $494.67.

Get Our Latest Analysis on Dell Technologies

Dell Technologies Stock Down 2.3%

The stock has a market capitalization of $277.11 billion, a PE ratio of 33.96, a PEG ratio of 0.93 and a beta of 1.31. The firm’s fifty day moving average is $390.33 and its 200-day moving average is $239.74.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the previous year, the company earned $1.55 EPS. The firm’s revenue for the quarter was up 87.5% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, analysts expect that Dell Technologies Inc. will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the sale, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director directly owned 36,659 shares of the company’s stock, valued at $16,789,455.41. This trade represents a 82.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by insiders.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new position in shares of Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC raised its position in shares of Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Navalign LLC purchased a new stake in Dell Technologies in the 4th quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies during the 4th quarter valued at $29,000. Finally, WealthCollab LLC increased its position in 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 buying an additional 114 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

About Dell Technologies

(Get Free Report)

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.