Dell Technologies (NYSE:DELL) Research Coverage Started at Truist Financial

Truist Financial began coverage on shares of Dell Technologies (NYSE:DELL) in a research report report published on Tuesday morning, Marketbeat Ratings reports. The firm issued a hold rating and a $170.00 price target on the technology company’s stock.

Several other equities research analysts have also recently commented on the company. Citigroup cut their target price on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Piper Sandler decreased their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective on the stock. Morgan Stanley increased their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday, February 27th. Finally, Evercore reaffirmed an “outperform” rating and issued a $160.00 target price on shares of Dell Technologies in a research report on Thursday, February 19th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $166.89.

Dell Technologies Price Performance

Dell Technologies stock opened at $174.06 on Tuesday. The firm has a market capitalization of $112.40 billion, a price-to-earnings ratio of 19.96, a PEG ratio of 0.69 and a beta of 0.88. The company’s 50 day simple moving average is $138.24 and its 200 day simple moving average is $136.77. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $186.39.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.68 EPS. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. As a group, analysts predict that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. Dell Technologies’s payout ratio is presently 28.90%.

Insider Buying and Selling at Dell Technologies

In other news, CMO Jane Tunnell sold 28,529 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the completion of the transaction, the chief marketing officer owned 53,373 shares of the company’s stock, valued at $8,139,916.23. This represents a 34.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $152.28, for a total transaction of $11,308,008.24. Following the completion of the transaction, the director owned 92 shares of the company’s stock, valued at approximately $14,009.76. This trade represents a 99.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,595,522 shares of company stock worth $403,091,708 over the last three months. 42.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Phoenix Financial Ltd. boosted its position in shares of Dell Technologies by 95.3% during the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after buying an additional 16,488 shares during the last quarter. Stonegate Investment Group LLC lifted its stake in Dell Technologies by 24,493.8% during the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after acquiring an additional 410,271 shares in the last quarter. Commerzbank Aktiengesellschaft FI lifted its stake in Dell Technologies by 637.3% during the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after acquiring an additional 16,711 shares in the last quarter. Providence Capital Advisors LLC purchased a new position in Dell Technologies during the 3rd quarter worth $7,060,000. Finally, Allspring Global Investments Holdings LLC grew its stake in shares of Dell Technologies by 4.9% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock worth $40,990,000 after acquiring an additional 12,695 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies News Summary

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Multiple bullish analyst and media pieces cite a 17% one‑month rally driven by surging AI server orders, record backlog and attractive valuation — these narratives are lifting investor appetite for DELL. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Coverage from Zacks/TipRanks/Seeking Alpha and The Motley Fool echoes the same bullish thesis — long growth runway from AI infrastructure, improving revenue/earnings outlook and low forward multiples — reinforcing buy-side conviction. DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
• Positive Sentiment: Customer win: the London Stock Exchange selected Dell for on‑prem infrastructure and private cloud — a high‑profile reference account that validates Dell’s enterprise positioning for regulated, latency‑sensitive AI workloads. London Stock Exchange opts for Dell Technologies for on‑prem infrastructure and private cloud platform
• Positive Sentiment: Partner ecosystem strength: Connection earned Dell’s highest Titanium Black partner status — expands go‑to‑market reach and capacity to fulfill large enterprise deals tied to AI and hybrid cloud. Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
• Neutral Sentiment: Truist initiated coverage of Dell — initiation can increase visibility and flows; impact depends on the issued rating and price target (article notes coverage but not the stance). Truist Financial Initiates Coverage on Dell Technologies (NYSE:DELL)
• Neutral Sentiment: CEO Michael Dell will appear at Bank of America’s View From the Top event (April 7) — a potential near‑term catalyst for incremental commentary on backlog, margins and buyback/capital allocation. Dell Technologies to Present at Bank of America’s View From the Top CEO Series
• Positive Sentiment: Macro/sector signal — reports show companies are cutting jobs sequentially in March to redirect spending into AI infrastructure; that reallocation supports sustained demand for servers and storage where Dell is a key supplier. March Layoff Announcements Rise Sequentially as Companies Prioritize AI Investments
• Positive Sentiment: Relative competitor weakness: HP shares have fallen over the last year despite a revenue beat, which can shift enterprise buyer preference and market share toward better‑performing suppliers like Dell. HP Shares Are Down 31% Over the Past Year Despite a Revenue Beat

About Dell Technologies

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.