Dell Technologies (NYSE:DELL) Releases Quarterly Earnings Results, Beats Expectations By $0.12 EPS

Dell Technologies (NYSE:DELL) issued its quarterly earnings results on Tuesday. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12, FiscalAI reports. Dell Technologies had a negative return on equity of 236.21% and a net margin of 4.73%.The firm had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies updated its FY 2026 guidance to 9.920-9.920 EPS and its Q4 2026 guidance to 3.500-3.500 EPS.

Dell Technologies Stock Performance

DELL traded down $1.15 during trading on Tuesday, hitting $126.07. The stock had a trading volume of 11,497,194 shares, compared to its average volume of 7,202,615. The stock has a 50 day simple moving average of $143.60 and a two-hundred day simple moving average of $130.11. Dell Technologies has a twelve month low of $66.25 and a twelve month high of $168.08. The company has a market capitalization of $84.76 billion, a PE ratio of 18.54, a PEG ratio of 0.93 and a beta of 1.02.

Dell Technologies Announces Dividend

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

Insider Activity

In other news, Director Ellen Jamison Kullman sold 79,806 shares of the firm’s 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 completion of the sale, the director owned 65,662 shares of the company’s stock, valued at $10,083,056.72. This trade represents a 54.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director William D. Green sold 42,736 shares of the company’s stock in a transaction dated Wednesday, October 8th. The shares were sold at an average price of $160.00, for a total value of $6,837,760.00. Following the transaction, the director directly owned 47,619 shares in the company, valued at $7,619,040. This represents a 47.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 4,537,755 shares of company stock worth $642,644,973. Company insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. WealthCollab LLC increased its holdings in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the period. State of Wyoming acquired a new stake in shares of Dell Technologies during the second quarter worth about $33,000. Ancora Advisors LLC increased its holdings in Dell Technologies by 18.6% in the 3rd quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock worth $79,000 after buying an additional 87 shares during the period. Triumph Capital Management purchased a new position in Dell Technologies during the 3rd quarter worth approximately $81,000. Finally, MUFG Securities EMEA plc lifted its stake in Dell Technologies by 101.8% during the 2nd quarter. MUFG Securities EMEA plc now owns 897 shares of the technology company’s stock valued at $110,000 after acquiring an additional 50,897 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Analyst Ratings Changes

DELL has been the topic of a number of recent analyst reports. Sanford C. Bernstein increased their target price on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 8th. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. JPMorgan Chase & Co. upped their price objective on shares of Dell Technologies from $165.00 to $170.00 and gave the stock an “overweight” rating in a research note on Monday, November 17th. Susquehanna raised their target price on shares of Dell Technologies from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Finally, Cowen restated a “hold” rating on shares of Dell Technologies in a report on Friday, August 29th. Seventeen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $160.85.

Dell Technologies Company Profile

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).