Dell Technologies (DELL) Expected to Announce Quarterly Earnings on Thursday

Dell Technologies (NYSE:DELL) is anticipated to post its Q4 2026 results after the market closes on Thursday, February 26th. Analysts expect Dell Technologies to post earnings of $3.53 per share and revenue of $31.5971 billion for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2026 earning overview page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. During the same period in the previous year, the business earned $2.15 earnings per share. The firm’s revenue was up 10.8% on a year-over-year basis. On average, analysts expect Dell Technologies to post $7 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Dell Technologies Trading Up 0.4%

Shares of NYSE DELL opened at $119.58 on Wednesday. The business has a 50-day moving average of $120.85 and a 200-day moving average of $132.05. The firm has a market capitalization of $79.25 billion, a price-to-earnings ratio of 15.94, a PEG ratio of 0.69 and a beta of 1.03. Dell Technologies has a 12 month low of $66.25 and a 12 month high of $168.08.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s payout ratio is currently 28.00%.

Key Headlines Impacting Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Nvidia is developing new Arm-based chips that will be used in laptops from Dell and others, which could boost Dell’s consumer and AI-enabled PC roadmap and margins. Nvidia Readies New Arm-Based Chips for Dell, Lenovo Laptops
• Positive Sentiment: Analysts and broker reports (Evercore, BofA, TipRanks summaries) have reiterated bullish views and Buy ratings citing structural AI-driven growth, margin durability, and upside into earnings — supporting the stock’s rally. Dell Technologies: Buy Rating Reaffirmed on Structural Growth…
• Positive Sentiment: Coverage ahead of Q4 suggests Dell is set to benefit from surging AI server demand and is expected to report double-digit revenue and EPS growth, a near-term earnings catalyst. DELL Gears Up to Report Q4 Earnings…
• Positive Sentiment: Dell rolled out an AI India Blueprint at the India AI Impact Summit and extended a visible brand/technology play with McLaren Racing — both support growth narrative and enterprise/customer engagement in key markets. Dell Taps AI India Blueprint And McLaren To Support Growth Narrative
• Neutral Sentiment: Market research forecasts rapid expansion in the system integration market (2025–2033), and Dell is listed as a key player — a long-term demand tailwind but not an immediate stock catalyst. System Integration Market Company Analysis…
• Neutral Sentiment: Regional marketing initiatives (e.g., “Tech ON Wheels” in Hyderabad) help brand and channel engagement but are unlikely to move the stock materially on their own. Dell Technologies launches ‘Tech ON Wheels’ mobile experience in Hyderabad
• Negative Sentiment: HP warned that U.S. trade regulations and rising memory-chip costs will weigh on its forecasts — similar headwinds apply to Dell and could pressure margins and guidance. HP warns US trade regulations, memory chip costs to weigh on annual forecasts
• Negative Sentiment: Recent coverage notes a steep pullback in Dell’s stock performance (reports of a ~29% drop) despite AI fundamentals — highlighting market volatility and the risk that sentiment, not fundamentals, is driving price swings ahead of earnings. Dell Stock Drops 29% Despite AI Boom…
• Negative Sentiment: Competition in AI servers (coverage of Super Micro’s aggressive pricing and land-grab tactics) may pressure Dell’s server pricing and margins in key hyperscaler deals. The AI Land Grab: Why SMCI’s Drop Is Your Gain

Insider Activity

In related news, Director Egon Durban sold 71,000 shares of Dell Technologies stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director directly owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

Large investors have recently added to or reduced their stakes in the stock. State Street Corp raised its holdings in Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock worth $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Invesco Ltd. raised its stake in Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in Dell Technologies by 37.1% in the second quarter. Ameriprise Financial Inc. now owns 3,203,732 shares of the technology company’s stock worth $392,802,000 after buying an additional 867,071 shares during the period. Wellington Management Group LLP boosted its position in Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. Finally, Northern Trust Corp grew its holdings in shares of Dell Technologies by 1.6% during the 4th quarter. Northern Trust Corp now owns 2,831,813 shares of the technology company’s stock worth $356,469,000 after acquiring an additional 45,348 shares during the period. Institutional investors own 76.37% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on DELL shares. JPMorgan Chase & Co. decreased their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Wall Street Zen lowered shares of Dell Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Citigroup lowered their price target on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Mizuho upped their price objective on Dell Technologies from $170.00 to $175.00 and gave the stock an “outperform” rating in a report on Wednesday, November 26th. Finally, Barclays upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $148.00 price objective on the stock in a research report on Thursday, January 15th. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $158.53.

Dell Technologies Company Profile

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.