Dell Technologies (NYSE:DELL) Updates FY 2026 Earnings Guidance

Dell Technologies (NYSE:DELL) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 9.920-9.920 for the period, compared to the consensus earnings per share estimate of 9.200. The company issued revenue guidance of -, compared to the consensus revenue estimate of $108.2 billion. Dell Technologies also updated its Q4 2026 guidance to 3.500-3.500 EPS.

Dell Technologies Stock Performance

Shares of NYSE:DELL traded down $1.15 during trading on Tuesday, reaching $126.07. The stock had a trading volume of 11,497,194 shares, compared to its average volume of 7,202,615. Dell Technologies has a 52 week low of $66.25 and a 52 week high of $168.08. The firm’s fifty day moving average is $143.60 and its 200 day moving average is $130.11. The stock has a market cap of $84.76 billion, a price-to-earnings ratio of 18.54, a P/E/G ratio of 0.93 and a beta of 1.02.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. The business had revenue of $27.01 billion during the quarter, compared to the consensus estimate of $27.26 billion. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. 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, research analysts forecast that Dell Technologies will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm 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 was Tuesday, October 21st. This represents a $2.10 annualized dividend and a dividend yield of 1.7%. Dell Technologies’s dividend payout ratio is presently 30.88%.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Wall Street Zen upgraded Dell Technologies from a “hold” rating to a “buy” rating in a report on Saturday, September 13th. Daiwa Capital Markets boosted their price target on shares of Dell Technologies from $125.00 to $140.00 and gave the company an “outperform” rating in a research note on Thursday, September 11th. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. JPMorgan Chase & Co. boosted their target price on shares of Dell Technologies from $165.00 to $170.00 and gave the stock an “overweight” rating in a research report on Monday, November 17th. Finally, TD Cowen raised their price target on shares of Dell Technologies from $130.00 to $150.00 and gave the company a “hold” rating in a research report on Wednesday, October 8th. Seventeen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $160.85.

Insider Transactions at Dell Technologies

In other news, Director Lake Group L.L.C. Silver sold 6,617 shares of the firm’s stock in a transaction that occurred on Tuesday, October 14th. The shares were sold at an average price of $151.63, for a total transaction of $1,003,335.71. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 19,256 shares of the firm’s stock in a transaction on Tuesday, October 7th. The stock was sold at an average price of $154.21, for a total value of $2,969,467.76. The SEC filing for this sale provides additional information. 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.

Hedge Funds Weigh In On Dell Technologies

Several large investors have recently modified their holdings of DELL. CIBC Bancorp USA Inc. purchased a new position in shares of Dell Technologies in the third quarter valued at $6,034,000. Captrust Financial Advisors raised its stake in shares of Dell Technologies by 12.7% during the third quarter. Captrust Financial Advisors now owns 37,778 shares of the technology company’s stock worth $5,356,000 after acquiring an additional 4,253 shares in the last quarter. Coldstream Capital Management Inc. boosted its holdings in Dell Technologies by 77.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 7,622 shares of the technology company’s stock valued at $1,081,000 after acquiring an additional 3,326 shares during the period. Danske Bank A S bought a new stake in Dell Technologies in the 3rd quarter worth $29,421,000. Finally, Advisory Services Network LLC raised its position in Dell Technologies by 62.5% during the 3rd quarter. Advisory Services Network LLC now owns 46,761 shares of the technology company’s stock valued at $6,629,000 after purchasing an additional 17,984 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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).