Dell Technologies (NYSE:DELL) Director V (Gp) L.L.C. Slta Sells 458,666 Shares of Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $177.24, for a total transaction of $81,293,961.84. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

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

• On Thursday, April 16th, V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock. The stock was sold at an average price of $176.81, for a total transaction of $67,541,420.00.
• On Friday, March 20th, V (Gp) L.L.C. Slta sold 299,979 shares of Dell Technologies stock. The stock was 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 stock was 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 stock was 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 stock was 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 stock was 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 stock was 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 stock was 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 stock was sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Trading Up 1.7%

Shares of NYSE:DELL opened at $196.46 on Friday. The company has a market capitalization of $126.86 billion, a PE ratio of 22.53, a P/E/G ratio of 0.79 and a beta of 0.88. Dell Technologies Inc. has a twelve month low of $80.74 and a twelve month high of $197.34. The firm has a 50 day simple moving average of $152.65 and a 200-day simple moving average of $140.70.

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. As a group, equities research 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%.

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 rating, reinforcing the bullish AI/server narrative that investors are rewarding. Goldman Sachs Raises Dell Price Target to $215
• Positive Sentiment: JPMorgan bumped its price target to $205 and assigned an Overweight rating, adding institutional support to the rally. JPMorgan Raises DELL Price Target
• Positive Sentiment: Elevated bullish derivatives flow: unusually high call option volume was reported (roughly 47,955 calls), consistent with speculative/leveraged positioning ahead of continued AI/server optimism.
• Positive Sentiment: Media/analyst coverage highlights momentum and all‑time highs (Goldman commentary, press stories), which can attract momentum and flows into the stock. Dell stock hits all-time high – Goldman Sachs sees further growth
• Positive Sentiment: CEO Michael Dell publicly supported continued AI data‑center builds (rejecting a moratorium), reinforcing the company’s positioning in AI infrastructure demand. Michael Dell on proposed data center moratorium
• Neutral Sentiment: Long‑form pieces (Seeking Alpha, Zacks, Benzinga) profile Dell as a value/AI play — useful for context but not immediate catalysts. Dell: A Value Stock Multiple On An AI Growth Business
• Negative Sentiment: COO Jeffrey W. Clarke sold 116,000 shares under a pre‑arranged Rule 10b5‑1 plan (≈$21.2M at ~$182.48). While disclosed as a scheduled trade, large insider selling can create short‑term selling pressure and prompts investor questions on timing. SEC Filing – Clarke Form 4
• Negative Sentiment: Director V (Gp) L.L.C. disclosed two large sales on April 15–16 totaling ~840,666 shares (~$148.8M combined at ~$177–$177.24 average). Large block sales from a director/affiliate are a notable offset to bullish headlines and could weigh on near‑term supply. SEC Filing – Director V sale (382,000) SEC Filing – Director V sale (458,666)

Wall Street Analyst Weigh In

DELL has been the subject of several recent analyst reports. Barclays boosted their price objective on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Daiwa Securities Group lifted their target price on shares of Dell Technologies from $150.00 to $170.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Weiss Ratings raised shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday. Evercore lifted their target price on shares of Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a report on Thursday, March 26th. Finally, Morgan Stanley lifted their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a report on Friday, February 27th. Seventeen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $175.74.

Hedge Funds Weigh In On Dell Technologies

A number of institutional investors have recently modified their holdings of the business. Cidel Asset Management Inc. acquired a new position in shares of Dell Technologies in the 1st quarter valued at $269,000. Krilogy Financial LLC increased its stake in Dell Technologies by 18.7% in the 1st quarter. Krilogy Financial LLC now owns 4,910 shares of the technology company’s stock valued at $806,000 after buying an additional 772 shares during the period. Signal Advisors Wealth LLC acquired a new position in Dell Technologies in the 1st quarter valued at $202,000. Robbins Farley increased its stake in Dell Technologies by 2.0% in the 1st quarter. Robbins Farley now owns 30,954 shares of the technology company’s stock valued at $5,080,000 after buying an additional 620 shares during the period. Finally, Bell Investment Advisors Inc increased its stake in Dell Technologies by 19.3% in the 1st 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. 76.37% of the stock is owned by institutional investors and hedge funds.

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.