Dell Technologies (NYSE:DELL) Updates Q4 2026 Earnings Guidance

Dell Technologies (NYSE:DELL) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.500-3.500 for the period, compared to the consensus earnings per share estimate of 3.110. The company issued revenue guidance of -, compared to the consensus revenue estimate of $27.7 billion. Dell Technologies also updated its FY 2026 guidance to 9.920-9.920 EPS.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of research reports. Sanford C. Bernstein upped their price target on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 8th. Raymond James Financial upped their price objective on shares of Dell Technologies from $152.00 to $161.00 and gave the stock an “outperform” rating in a report on Tuesday, October 21st. Wall Street Zen raised Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, September 13th. Piper Sandler began coverage on shares of Dell Technologies in a research note on Tuesday, October 21st. They issued an “overweight” rating and a $172.00 price objective on the stock. Finally, Barclays increased their target price on shares of Dell Technologies from $133.00 to $151.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 8th. Seventeen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $160.85.

Dell Technologies Stock Down 0.9%

NYSE DELL traded down $1.15 during trading on Tuesday, hitting $126.07. The company’s stock had a trading volume of 11,497,194 shares, compared to its average volume of 7,202,615. Dell Technologies has a 52 week low of $66.25 and a 52 week high of $168.08. The firm has a market cap of $84.76 billion, a P/E ratio of 18.54, a price-to-earnings-growth ratio of 0.93 and a beta of 1.02. The firm has a 50 day moving average price of $143.60 and a 200 day moving average price of $130.11.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.12. Dell Technologies had a net margin of 4.73% and a negative return on equity of 236.21%. The business had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS. Q4 2026 guidance at 3.500-3.500 EPS. On average, equities analysts expect that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, October 31st. Shareholders of record on Tuesday, October 21st were paid a dividend of $0.525 per share. The ex-dividend date was Tuesday, October 21st. This represents a $2.10 dividend on an annualized basis and a yield of 1.7%. Dell Technologies’s dividend payout ratio (DPR) is currently 30.88%.

Insiders Place Their Bets

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 565,000 shares of the company’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $132.32, for a total transaction of $74,760,800.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Iv (Gp) L.L.C. Slta sold 824,999 shares of the firm’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $135.98, for a total transaction of $112,183,364.02. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 4,537,755 shares of company stock valued at $642,644,973. Company insiders own 42.00% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

A number of large investors have recently bought and sold shares of the business. Wellington Management Group LLP raised its position in Dell Technologies by 4,279.1% in 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 purchasing an additional 2,937,137 shares during the last quarter. Invesco Ltd. increased its stake in shares of Dell Technologies by 82.3% in the third quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company’s stock valued at $688,315,000 after buying an additional 2,191,317 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of Dell Technologies by 628.5% in the second quarter. AQR Capital Management LLC now owns 1,374,078 shares of the technology company’s stock valued at $168,462,000 after buying an additional 1,185,454 shares during the last quarter. Ameriprise Financial Inc. lifted its position in Dell Technologies by 37.1% during the 2nd 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 in the last quarter. Finally, Two Sigma Investments LP grew its holdings in Dell Technologies by 113.9% during the 3rd quarter. Two Sigma Investments LP now owns 857,322 shares of the technology company’s stock worth $121,543,000 after acquiring an additional 456,444 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

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).