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

Dell Technologies (NYSE:DELL) updated its FY 2026 earnings guidance on Thursday. 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 Price Performance

NYSE:DELL opened at $102.85 on Friday. The company has a market cap of $72.04 billion, a P/E ratio of 18.17, a P/E/G ratio of 1.10 and a beta of 0.90. The firm’s fifty day moving average price is $112.57 and its two-hundred day moving average price is $118.17. Dell Technologies has a one year low of $86.93 and a one year high of $179.70.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Tuesday, November 26th. The technology company reported $2.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.83 by $0.32. Dell Technologies had a net margin of 4.36% and a negative return on equity of 191.91%. The firm had revenue of $24.37 billion during the quarter, compared to the consensus estimate of $24.67 billion. During the same period last year, the business posted $1.62 earnings per share. The business’s revenue for the quarter was up 9.5% compared to the same quarter last year. As a group, equities research analysts expect that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 2nd. Investors of record on Tuesday, April 22nd will be issued a dividend of $0.525 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.45. This represents a $2.10 annualized dividend and a yield of 2.04%. The ex-dividend date is Tuesday, April 22nd. Dell Technologies’s dividend payout ratio (DPR) is presently 31.45%.

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent research reports. TD Cowen reduced their target price on shares of Dell Technologies from $128.00 to $120.00 and set a “hold” rating for the company in a research report on Friday. Deutsche Bank Aktiengesellschaft reduced their price objective on Dell Technologies from $144.00 to $142.00 and set a “buy” rating on the stock in a research note on Monday, December 2nd. UBS Group lowered their target price on Dell Technologies from $158.00 to $150.00 and set a “buy” rating for the company in a research note on Friday. JPMorgan Chase & Co. reduced their price target on shares of Dell Technologies from $160.00 to $150.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 11th. Finally, Evercore ISI reiterated an “outperform” rating and set a $150.00 price objective on shares of Dell Technologies in a research report on Wednesday, November 20th. Three research analysts have rated the stock with a hold rating and sixteen have issued a buy rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $143.53.

Insider Buying and Selling at Dell Technologies

In related news, CFO Yvonne Mcgill sold 8,000 shares of Dell Technologies stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $125.82, for a total transaction of $1,006,560.00. Following the transaction, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Radakovich Lynn Vojvodich sold 725 shares of the stock in a transaction on Monday, December 16th. The shares were sold at an average price of $120.00, for a total value of $87,000.00. Following the completion of the sale, the director now directly owns 23,680 shares of the company’s stock, valued at $2,841,600. The trade was a 2.97 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 937,407 shares of company stock valued at $114,418,186. Company 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).