Dell Technologies (NYSE:DELL) Releases Q4 2026 Earnings Guidance

Dell Technologies (NYSE:DELL) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.500-3.500 for the period, compared to the consensus EPS estimate of 3.110. The company issued revenue guidance of -, compared to the consensus revenue estimate of $27.7 billion. Dell Technologies also updated its FY 2026 guidance to 9.920-9.920 EPS.

Dell Technologies Price Performance

Shares of Dell Technologies stock traded down $1.15 during midday trading on Tuesday, hitting $126.07. The company had a trading volume of 13,117,192 shares, compared to its average volume of 7,215,422. The stock has a market cap of $84.76 billion, a PE ratio of 18.54, a P/E/G ratio of 0.93 and a beta of 1.02. The business’s 50 day simple moving average is $143.60 and its two-hundred day simple moving average is $130.11. Dell Technologies has a 1-year low of $66.25 and a 1-year high of $168.08.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. The business had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS. Q4 2026 guidance at 3.500-3.500 EPS. On average, sell-side analysts expect that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, October 31st. Investors of record on Tuesday, October 21st were paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Tuesday, October 21st. Dell Technologies’s dividend payout ratio is presently 30.88%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on DELL shares. Citigroup lifted their target price on shares of Dell Technologies from $160.00 to $175.00 and gave the company a “buy” rating in a research report on Wednesday, October 8th. Piper Sandler initiated coverage on Dell Technologies in a report on Tuesday, October 21st. They issued an “overweight” rating and a $172.00 price target for the company. The Goldman Sachs Group lifted their target price on Dell Technologies from $155.00 to $175.00 and gave the company a “buy” rating in a research note on Wednesday, October 8th. Raymond James Financial increased their price objective on shares of Dell Technologies from $152.00 to $161.00 and gave the company an “outperform” rating in a report on Tuesday, October 21st. Finally, Mizuho raised their target price on Dell Technologies from $160.00 to $170.00 and gave the stock an “outperform” rating in a report on Wednesday, October 8th. Seventeen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $160.85.

Insider Activity at Dell Technologies

In related news, Director Iv (Gp) L.L.C. Slta sold 499,999 shares of the business’s stock in a transaction on Wednesday, October 8th. The stock was sold at an average price of $161.48, for a total value of $80,739,838.52. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ellen Jamison Kullman sold 79,806 shares of the stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $153.56, for a total value of $12,255,009.36. Following the transaction, the director owned 65,662 shares in the company, valued at $10,083,056.72. The trade was a 54.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 4,537,755 shares of company stock valued at $642,644,973. Insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

Institutional investors and hedge funds have recently modified their holdings of the business. Ancora Advisors LLC lifted its position in shares of Dell Technologies by 18.6% during the 3rd quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock valued at $79,000 after acquiring an additional 87 shares during the period. Geneos Wealth Management Inc. boosted its position in shares of Dell Technologies by 0.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 12,638 shares of the technology company’s stock worth $1,549,000 after purchasing an additional 103 shares in the last quarter. WealthCollab LLC grew its stake in shares of Dell Technologies by 82.0% in the 2nd 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 period. Prosperity Consulting Group LLC increased its position in Dell Technologies by 5.4% in the 3rd quarter. Prosperity Consulting Group LLC now owns 4,005 shares of the technology company’s stock valued at $568,000 after buying an additional 206 shares in the last quarter. Finally, Optimist Retirement Group LLC raised its stake in Dell Technologies by 9.2% during the 2nd quarter. Optimist Retirement Group LLC now owns 3,057 shares of the technology company’s stock worth $375,000 after buying an additional 257 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

About Dell Technologies

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).