Dell Technologies (NYSE:DELL) Issues 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

Dell Technologies stock traded down $8.02 during mid-day trading on Thursday, reaching $107.63. The company had a trading volume of 14,305,331 shares, compared to its average volume of 8,377,493. Dell Technologies has a 1 year low of $86.93 and a 1 year high of $179.70. The company has a market capitalization of $75.39 billion, a P/E ratio of 19.02, a P/E/G ratio of 1.10 and a beta of 0.90. The stock’s 50-day simple moving average is $112.91 and its 200-day simple moving average is $118.19.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data 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. Dell Technologies had a net margin of 4.36% and a negative return on equity of 191.91%. The business had revenue of $24.37 billion during the quarter, compared to analysts’ expectations of $24.67 billion. During the same period last year, the company posted $1.62 EPS. The company’s revenue was up 9.5% on a year-over-year basis. On average, equities analysts forecast that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 31st. Investors of record on Wednesday, January 22nd were given a dividend of $0.445 per share. The ex-dividend date of this dividend was Wednesday, January 22nd. This represents a $1.78 dividend on an annualized basis and a yield of 1.65%. Dell Technologies’s dividend payout ratio (DPR) is currently 31.45%.

Wall Street Analyst Weigh In

DELL has been the topic of a number of research analyst reports. Melius Research lifted their price target on shares of Dell Technologies from $140.00 to $155.00 and gave the company a “buy” rating in a report on Wednesday, November 27th. Wells Fargo & Company lifted their price target on shares of Dell Technologies from $140.00 to $160.00 and gave the stock an “overweight” rating in a research note on Monday, November 18th. Morgan Stanley dropped their target price on shares of Dell Technologies from $154.00 to $128.00 and set an “overweight” rating for the company in a research report on Thursday, February 13th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Dell Technologies from $144.00 to $142.00 and set a “buy” rating for the company in a research report on Monday, December 2nd. Finally, Mizuho reduced their target price on shares of Dell Technologies from $155.00 to $150.00 and set an “outperform” rating for the company in a research note on Wednesday, November 27th. Three equities research analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. According to data from MarketBeat.com, Dell Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $145.00.

Insider Buying and Selling

In other Dell Technologies news, CFO Yvonne Mcgill sold 8,000 shares of the stock in a transaction that occurred on 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 in the company, valued at approximately $28,739,678.58. This trade represents a 3.38 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Iv (Gp) L.L.C. Slta sold 499,045 shares of the firm’s stock in a transaction on Wednesday, January 8th. The shares were sold at an average price of $119.73, for a total transaction of $59,750,657.85. Following the sale, the director now owns 810,657 shares in the company, valued at $97,059,962.61. The trade was a 38.10 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 937,407 shares of company stock worth $114,418,186. Corporate insiders own 46.70% of the company’s stock.

About Dell Technologies

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).