Dell Technologies (NYSE:DELL) Updates Q4 2025 Earnings Guidance

Dell Technologies (NYSE:DELL) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.400-2.600 for the period, compared to the consensus earnings per share estimate of 2.650. The company issued revenue guidance of $24.0 billion-$25.0 billion, compared to the consensus revenue estimate of $25.6 billion. Dell Technologies also updated its FY 2025 guidance to 7.710-7.910 EPS.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on DELL shares. Morgan Stanley raised their price objective on Dell Technologies from $136.00 to $154.00 and gave the stock an “overweight” rating in a research note on Monday, November 11th. Barclays lifted their price target on shares of Dell Technologies from $97.00 to $106.00 and gave the company an “equal weight” rating in a research note on Friday, August 30th. Mizuho initiated coverage on shares of Dell Technologies in a research report on Tuesday, September 17th. They set an “outperform” rating and a $135.00 price objective for the company. TD Cowen dropped their target price on shares of Dell Technologies from $155.00 to $128.00 and set a “hold” rating on the stock in a research report on Friday, August 30th. Finally, Sanford C. Bernstein reduced their target price on Dell Technologies from $155.00 to $140.00 and set an “outperform” rating for the company in a report on Friday, August 30th. Three equities research analysts have rated the stock with a hold rating and fourteen have given a buy rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $146.50.

Dell Technologies Stock Performance

Shares of Dell Technologies stock traded down $2.45 during midday trading on Tuesday, reaching $141.71. 12,355,298 shares of the company’s stock traded hands, compared to its average volume of 10,016,068. The company’s 50 day simple moving average is $126.42 and its 200 day simple moving average is $126.91. The company has a market cap of $99.54 billion, a price-to-earnings ratio of 26.39, a price-to-earnings-growth ratio of 1.52 and a beta of 0.89. Dell Technologies has a 52 week low of $67.51 and a 52 week high of $179.70.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, November 26th. The technology company reported $2.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.83 by $0.32. The firm had revenue of $24.37 billion for the quarter, compared to analysts’ expectations of $24.67 billion. Dell Technologies had a negative return on equity of 178.09% and a net margin of 4.32%. The business’s revenue was up 9.5% compared to the same quarter last year. During the same period in the prior year, the business posted $1.62 earnings per share. As a group, equities research analysts predict that Dell Technologies will post 6.91 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 1st. Investors of record on Tuesday, October 22nd were given a $0.445 dividend. The ex-dividend date was Tuesday, October 22nd. This represents a $1.78 annualized dividend and a dividend yield of 1.26%. Dell Technologies’s dividend payout ratio is presently 32.72%.

Insider Buying and Selling at Dell Technologies

In other news, CEO Michael S. Dell sold 221,460 shares of the business’s stock in a transaction that occurred on Friday, September 6th. The shares were sold at an average price of $102.07, for a total value of $22,604,422.20. Following the transaction, the chief executive officer now owns 20,190,781 shares in the company, valued at approximately $2,060,873,016.67. The trade was a 1.08 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Yvonne Mcgill sold 8,000 shares of the stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $143.24, for a total transaction of $1,145,920.00. Following the transaction, the chief financial officer now directly owns 236,419 shares in the company, valued at $33,864,657.56. This trade represents a 3.27 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 17,962,112 shares of company stock worth $2,114,595,059. Corporate insiders own 46.70% 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).