Dell Technologies (DELL) Director Radakovich Sells $930K of Stock

By TradeTexts Research Desk Oct 26, 2026, 5:01 PM EDT

Key Points

Lynn Vojvodich Radakovich sold 2,022 shares at a price of $460.00 each, reducing her total holdings to 25,686 shares.
Dell Technologies closed at $452.95 on the day of the sale and has been recently trading around $467.19, about 3.1% above that closing price.
Analysts have a consensus rating of 'buy' on Dell Technologies, with a mean price target of $593.00, indicating potential upside from current levels.

Since the trade, $DELL is up 0.8% to date (from the $452.95 close on Oct 22, 2026).

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On October 22, 2026, Director Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies Inc. (DELL) for a total of $930,120. This transaction was reported in a Form 4 filing with the SEC. Following the sale, she now holds 25,686 shares, reducing her stake by about 7.3%.

DELL Dell Technologies Inc.

$456.44 +260.91% year to date

Daily close · Oct 23, 2026

Inside Lynn Vojvodich Radakovich's Trade

Radakovich sold the shares at a price of $460.00 each. The stock closed at $452.95 on the same day, and the recent trading price as of October 26, 2026, is around $467.19, which is approximately 3.1% above the closing price. This trade was planned, suggesting it was part of a pre-arranged strategy.

Other Institutional Activity in Dell Technologies

Several other funds have made moves regarding Dell Technologies recently. Evergreen Capital Management reduced its stake by 14,340 shares, ending with 65,308 shares worth about $35.1 million. Livforsakringsbolaget Skandia, Omsesidigt cut its holdings by 25,950 shares, now owning 112,173 shares valued at approximately $60.3 million. Sagespring Wealth Partners increased its position by 3,198 shares, bringing its total to 7,843 shares worth about $4.2 million.

Dell Technologies Inc. Stock Up 3.1%

Dell Technologies shares have recently been trading around $467.19, which is above the 52-week low of $110.22 but about 21.5% below the 52-week high of $595.51. The stock is currently trading about 8.9% below its 50-day moving average of $512.87, but it is 44.9% above its 200-day moving average of $322.45.

Recent Earnings

Dell Technologies reported trailing twelve-month revenue of $151.2 billion, with a year-over-year revenue growth of 57.7%. The next earnings report is scheduled for November 27, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

A- 84/100

Reported May 28, 2026

Forward outlook
12 analysts raised price targets.
EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
Pre-earnings setup
Bar was high, analysts already very bullish.
Analyst signal
2 upgrades, 12 target raises.
Earnings quality
Gross margin down 3.4 points. Operating margin up 3.4 points. Positive free cash flow.

Earnings Call Summary

Dell had a strong quarter with record revenue of twenty nine point eight billion dollars, up nineteen percent, driven by exceptional AI server demand. They shipped eight point two billion dollars in AI servers and have an eleven point seven billion dollar backlog. Management expects margins to improve in the second half as the AI business scales and traditional server and storage mix improves, while operating expenses continue declining.

Guidance Dell raised full year revenue guidance to one hundred seven billion dollars, up twelve percent. They now expect AI server shipments of twenty billion dollars for the year, up five billion from prior guidance. Third quarter revenue should reach twenty seven billion dollars, up eleven percent. They expect full year earnings per share of nine dollars and fifty five cents, up seventeen percent.

Clearly positive report. Results were better than expected, though the forward reset is not the strongest.

Analysts Set New Price Targets

On September 10, 2026, RBC Capital initiated coverage with an 'Outperform' rating and a price target of $640.00. Morgan Stanley maintained an 'Equal-Weight' rating with a target of $511.00 on September 21, 2026. The consensus rating among analysts is 'buy', with a mean price target of $593.00 based on 25 opinions.

About Dell Technologies

Dell Technologies Inc. designs and develops a range of technology products and services, including hardware and software solutions. The company serves customers globally through its Infrastructure Solutions Group and Client Solutions Group. This insider sale comes amid a backdrop of significant institutional trading activity and a generally favorable outlook from analysts.

Bottom Line

Looking ahead, investors should keep an eye on Dell's next earnings report on November 27, 2026, and any further insider trades. The recent sales and analyst activities indicate ongoing interest in the stock, despite some fluctuations in institutional holdings.