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

Dell Technologies (NYSE:DELL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 9.300-9.300 for the period, compared to the consensus EPS estimate of 9.290. The company issued revenue guidance of $101.0 billion-$105.0 billion, compared to the consensus revenue estimate of $103.6 billion. Dell Technologies also updated its Q1 2026 guidance to 1.650-1.650 EPS.

Dell Technologies Stock Performance

Dell Technologies stock traded down $8.02 during mid-day trading on Thursday, reaching $107.63. 14,305,331 shares of the company were exchanged, compared to its average volume of 8,377,493. The business has a fifty day moving average of $112.91 and a 200 day moving average of $118.19. The firm has a market cap of $75.39 billion, a P/E ratio of 19.02, a PEG ratio of 1.10 and a beta of 0.90. Dell Technologies has a 12-month low of $86.93 and a 12-month high of $179.70.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, November 26th. The technology company reported $2.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.83 by $0.32. The company had revenue of $24.37 billion during the quarter, compared to analyst estimates of $24.67 billion. Dell Technologies had a negative return on equity of 191.91% and a net margin of 4.36%. Dell Technologies’s revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.62 earnings per share. Sell-side analysts predict that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 31st. Stockholders of record on Wednesday, January 22nd were issued a dividend of $0.445 per share. The ex-dividend date was Wednesday, January 22nd. This represents a $1.78 annualized dividend and a dividend yield of 1.65%. Dell Technologies’s dividend payout ratio is presently 31.45%.

Analysts Set New Price Targets

DELL has been the subject of several analyst reports. Citigroup decreased their price objective on Dell Technologies from $156.00 to $145.00 and set a “buy” rating for the company in a report on Friday, February 21st. Bank of America decreased their price objective on Dell Technologies from $155.00 to $150.00 and set a “buy” rating for the company in a report on Tuesday, February 18th. Wells Fargo & Company upped their target price on Dell Technologies from $140.00 to $160.00 and gave the company an “overweight” rating in a research report on Monday, November 18th. JPMorgan Chase & Co. cut their target price on Dell Technologies from $160.00 to $150.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 11th. Finally, Mizuho cut their target price on Dell Technologies from $155.00 to $150.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 27th. Three analysts have rated the stock with a hold rating and sixteen have given a buy rating to the stock. Based on data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $145.00.

Insider Activity at Dell Technologies

In related news, CFO Yvonne Mcgill sold 8,000 shares of the firm’s stock in a transaction dated Monday, December 2nd. The shares were sold at an average price of $125.82, for a total value of $1,006,560.00. Following the transaction, the chief financial officer now directly owns 228,419 shares of the company’s stock, valued at approximately $28,739,678.58. This trade represents a 3.38 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Radakovich Lynn Vojvodich sold 725 shares of the firm’s stock in a transaction that occurred on Monday, December 16th. The stock was sold at an average price of $120.00, for a total transaction of $87,000.00. Following the completion of the transaction, the director now directly owns 23,680 shares in the company, valued at $2,841,600. This trade represents a 2.97 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 937,407 shares of company stock valued at $114,418,186. 46.70% of the stock is owned by corporate insiders.

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).