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

Dell Technologies (NYSE:DELL) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 2.400-2.600 for the period, compared to the consensus 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

A number of equities research analysts recently issued reports on DELL shares. Sanford C. Bernstein decreased their price target on shares of Dell Technologies from $155.00 to $140.00 and set an “outperform” rating on the stock in a research note on Friday, August 30th. Barclays boosted their price objective on Dell Technologies from $97.00 to $106.00 and gave the stock an “equal weight” rating in a research report on Friday, August 30th. Deutsche Bank Aktiengesellschaft initiated coverage on Dell Technologies in a research note on Friday, September 27th. They set a “buy” rating and a $144.00 price target for the company. JPMorgan Chase & Co. increased their target price on Dell Technologies from $155.00 to $160.00 and gave the stock an “overweight” rating in a research report on Thursday, August 15th. Finally, Evercore ISI reissued an “outperform” rating and issued a $150.00 price target on shares of Dell Technologies in a report on Wednesday, November 20th. Three research analysts have rated the stock with a hold rating and fourteen have issued a buy rating to the stock. Based on data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $146.50.

Dell Technologies Trading Down 1.7 %

Shares of NYSE DELL traded down $2.45 during midday trading on Tuesday, reaching $141.71. The company had a trading volume of 12,355,298 shares, compared to its average volume of 10,016,068. Dell Technologies has a 1 year low of $67.51 and a 1 year high of $179.70. The business’s 50-day simple moving average is $126.42 and its 200 day simple moving average is $126.91. The stock has a market cap of $99.54 billion, a P/E ratio of 26.39, a P/E/G ratio of 1.52 and a beta of 0.89.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, November 26th. The technology company reported $2.15 EPS for the quarter, topping analysts’ consensus estimates of $1.83 by $0.32. Dell Technologies had a net margin of 4.32% and a negative return on equity of 178.09%. The company had revenue of $24.37 billion during the quarter, compared to the consensus estimate of $24.67 billion. During the same quarter in the prior year, the firm earned $1.62 EPS. Dell Technologies’s quarterly revenue was up 9.5% on a year-over-year basis. Analysts predict that Dell Technologies will post 6.91 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently announced 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 yield of 1.26%. Dell Technologies’s dividend payout ratio (DPR) is currently 32.72%.

Insider Transactions at Dell Technologies

In related news, CFO Yvonne Mcgill sold 8,000 shares of the business’s 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 owns 236,419 shares in the company, valued at $33,864,657.56. The trade was a 3.27 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael S. Dell sold 1,839,959 shares of Dell Technologies stock in a transaction on Monday, September 9th. The shares were sold at an average price of $106.68, for a total value of $196,286,826.12. Following the transaction, the chief executive officer now owns 18,350,822 shares in the company, valued at $1,957,665,690.96. This trade represents a 9.11 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 17,962,112 shares of company stock worth $2,114,595,059. 46.70% of the stock is currently owned by company insiders.

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).