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 (EPS) guidance of 9.920-9.920 for the period, compared to the consensus 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

DELL opened at $133.33 on Thursday. The company has a fifty day moving average price of $143.63 and a two-hundred day moving average price of $130.34. The firm has a market capitalization of $89.65 billion, a PE ratio of 17.78, a P/E/G ratio of 0.96 and a beta of 1.02. Dell Technologies has a 52 week low of $66.25 and a 52 week high of $168.08.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a negative return on equity of 240.42% and a net margin of 5.01%.The company had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. During the same quarter in the prior year, the business posted $2.15 EPS. The firm’s quarterly revenue was up 10.8% on a year-over-year basis. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS. Q4 2026 guidance at 3.500-3.500 EPS. Equities analysts forecast that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 31st. Investors of record on Tuesday, October 21st were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Tuesday, October 21st. This represents a $2.10 annualized dividend and a yield of 1.6%. Dell Technologies’s dividend payout ratio (DPR) is presently 30.88%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on DELL shares. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Wall Street Zen upgraded shares of Dell Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, September 13th. Cowen reiterated a “hold” rating on shares of Dell Technologies in a report on Friday, August 29th. Barclays lowered their price target on Dell Technologies from $151.00 to $148.00 and set an “equal weight” rating for the company in a report on Wednesday. Finally, Susquehanna raised their price target on Dell Technologies from $120.00 to $130.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Sixteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $161.11.

Insider Buying and Selling

In other Dell Technologies news, Director William D. Green sold 42,736 shares of the business’s stock in a transaction that occurred on Wednesday, October 8th. The stock was sold at an average price of $160.00, for a total value of $6,837,760.00. Following the sale, the director owned 47,619 shares in the company, valued at approximately $7,619,040. The trade was a 47.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Iv (Gp) L.L.C. Slta sold 499,999 shares of the firm’s stock in a transaction that occurred on Wednesday, October 8th. The stock was sold at an average price of $161.48, for a total transaction of $80,739,838.52. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 4,537,755 shares of company stock valued at $642,644,973. Corporate insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in DELL. CIBC Bancorp USA Inc. acquired a new stake in Dell Technologies in the 3rd quarter valued at $6,034,000. Captrust Financial Advisors grew its holdings in shares of Dell Technologies by 12.7% in the 3rd quarter. Captrust Financial Advisors now owns 37,778 shares of the technology company’s stock valued at $5,356,000 after acquiring an additional 4,253 shares in the last quarter. Coldstream Capital Management Inc. increased its position in shares of Dell Technologies by 77.4% in the third 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 last quarter. Danske Bank A S acquired a new position in Dell Technologies during the third quarter valued at approximately $29,421,000. Finally, Advisory Services Network LLC boosted its position in Dell Technologies by 62.5% during the third 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. Institutional investors and hedge funds own 76.37% of the company’s stock.

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).