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 Down 6.9 %

DELL opened at $107.63 on Friday. Dell Technologies has a 52 week low of $86.93 and a 52 week high of $179.70. The stock’s fifty day moving average is $112.83 and its two-hundred day moving average is $118.12. The company has a market capitalization 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 (NYSE:DELL) last announced its quarterly earnings results on Tuesday, November 26th. The technology company reported $2.15 earnings per share for the quarter, topping the consensus estimate of $1.83 by $0.32. The firm had revenue of $24.37 billion during the quarter, compared to analysts’ expectations of $24.67 billion. Dell Technologies had a net margin of 4.36% and a negative return on equity of 191.91%. The company’s revenue was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.62 EPS. Equities analysts anticipate that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

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

Analysts Set New Price Targets

A number of brokerages have commented on DELL. Evercore ISI reiterated an “outperform” rating and issued a $150.00 target price on shares of Dell Technologies in a report on Wednesday, November 20th. 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. OTR Global raised Dell Technologies from a “negative” rating to a “positive” rating in a research report on Wednesday, February 12th. Barclays upped their price objective on shares of Dell Technologies from $106.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday, November 27th. Finally, Bank of America cut their price target on shares of Dell Technologies from $155.00 to $150.00 and set a “buy” rating on the stock in a research note on Tuesday, February 18th. Three investment analysts have rated the stock with a hold rating and sixteen have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $145.00.

Insider Activity at Dell Technologies

In other news, 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 value of $87,000.00. Following the transaction, the director now 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Yvonne Mcgill sold 8,000 shares of the business’s stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $125.82, for a total value of $1,006,560.00. Following the sale, the chief financial officer now owns 228,419 shares of the company’s stock, valued at $28,739,678.58. The trade was a 3.38 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 937,407 shares of company stock worth $114,418,186 in the last 90 days. 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).