Dell Technologies Inc. (DELL) – What Are Brokerages Thinking About This Stock?

Shares of Dell Technologies Inc. (NYSE:DELL) have been assigned an average rating of “Moderate Buy” from the thirty-six analysts that are presently covering the firm, Marketbeat reports. Nine investment analysts have rated the stock with a hold rating, twenty-six have issued a buy rating and one has issued a strong buy rating on the company. The average 1 year price objective among brokers that have updated their coverage on the stock in the last year is $569.96.

A number of analysts have recently weighed in on DELL shares. Barclays downgraded shares of Dell Technologies from an “overweight” rating to an “equal weight” rating and cut their price target for the stock from $603.00 to $574.00 in a report on Wednesday, October 14th. Mizuho lifted their price objective on shares of Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a research note on Tuesday, October 6th. Fox Advisors upgraded shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price objective for the company in a research report on Wednesday, September 2nd. Melius Research upped their target price on Dell Technologies from $650.00 to $735.00 and gave the stock a “buy” rating in a research note on Wednesday, September 2nd. Finally, Truist Financial raised their target price on Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a report on Wednesday, September 2nd.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 1,800 shares of the stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $586.40, for a total value of $1,055,520.00. Following the completion of the transaction, the director owned 1,404,569 shares of the company’s stock, valued at approximately $823,639,261.60. This represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Silver Lake Partners V. De (Aiv sold 25,494 shares of the firm’s stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $582.30, for a total transaction of $14,845,156.20. Following the completion of the sale, the director owned 22,686 shares in the company, valued at approximately $13,210,057.80. The trade was a 52.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,819,650 shares of company stock worth $991,183,596 over the last quarter. 41.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of DELL. Noble Wealth Management PBC increased its stake in shares of Dell Technologies by 113.6% in the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after acquiring an additional 25 shares in the last quarter. Cornerstone Financial Management LLC boosted its stake in Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after acquiring an additional 23 shares in the last quarter. NBH Bank bought a new position in Dell Technologies during the third quarter worth $37,000. Premier Financial Group bought a new position in shares of Dell Technologies during the 2nd quarter worth about $34,000. Finally, Byrne Asset Management LLC acquired a new stake in shares of Dell Technologies in the 2nd quarter valued at about $38,000. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Stock Down 15.2%

NYSE DELL opened at $315.83 on Friday. The firm has a 50-day moving average price of $507.68 and a two-hundred day moving average price of $335.34. Dell Technologies has a 12-month low of $110.22 and a 12-month high of $595.51. The company has a market capitalization of $200.81 billion, a P/E ratio of 18.33, a P/E/G ratio of 0.39 and a beta of 1.45.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The firm had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The company’s revenue was up 57.7% on a year-over-year basis. During the same quarter last year, the company earned $1.70 EPS. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Equities analysts expect that Dell Technologies will post 25.13 EPS for the current year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, October 20th. Dell Technologies’s dividend payout ratio is currently 14.63%.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: A Zacks article identifies Dell as a Strong Buy, citing demand for AI infrastructure and semiconductors. Another analysis argues that the selloff has eased valuation concerns despite expectations for solid growth. Zacks article Barchart analysis
• Positive Sentiment: Dell’s AI server backlog and expanded cybersecurity offerings for AI workloads could strengthen its role in enterprise AI infrastructure, supporting the longer-term growth case. Yahoo Finance article
• Negative Sentiment: The post-midterm selloff in AI hardware continued, with Dell among the steeply declining server stocks. Reports point to investor concern that a new political landscape and local resistance could slow data-center projects; UBS estimates that nearly a third of planned U.S. capacity for 2028 could be delayed if construction pauses spread. The Motley Fool article
• Negative Sentiment: Broader weakness in chip and tech stocks added pressure. Coverage cited memory-shortage concerns and disappointing outlooks elsewhere in the semiconductor industry, though those issues were not specifically tied to data-center demand. TIKR article

About Dell Technologies

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.