Dell Technologies Inc. (NYSE:DELL – Get Free Report) has earned an average rating of “Moderate Buy” from the thirty-six brokerages that are covering the stock, Marketbeat.com reports. Eight equities research analysts have rated the stock with a hold recommendation, twenty-seven have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year price target among brokers that have issued ratings on the stock in the last year is $571.12.
DELL has been the subject of a number of research reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Dell Technologies in a research report on Friday. Royal Bank Of Canada started coverage on Dell Technologies in a research note on Thursday, September 10th. They set an “outperform” rating and a $640.00 price objective on the stock. Bank of America upped their target price on Dell Technologies from $505.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. Citigroup increased their target price on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Dell Technologies in a report on Thursday, September 3rd. They set a “hold” rating and a $480.00 target price on the stock.
Read Our Latest Analysis on Dell Technologies
Dell Technologies Price Performance
Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating the consensus estimate of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The firm had revenue of $46.97 billion for the quarter, compared to analyst estimates of $44.89 billion. During the same quarter last year, the firm posted $1.70 earnings per share. Dell Technologies’s revenue for the quarter was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, equities research analysts expect that Dell Technologies will post 25.13 EPS for the current fiscal year.
Dell Technologies Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.
Key Headlines Impacting Dell Technologies
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Evercore ISI raised its price target for Dell to $650 from $500, adding to a series of bullish target increases. The revisions reflect expectations for sustained AI-server growth, a large backlog and strong customer demand. Evercore ISI raises Dell price target
- Positive Sentiment: Wedbush analyst Dan Ives added DELL to his Ives AI 30 “Winner List.” The inclusion reinforces the view that Dell is a major beneficiary of the ongoing AI infrastructure spending cycle. Dan Ives adds Dell to AI 30
- Positive Sentiment: Dell’s UAE technology forum is highlighting how businesses can scale AI and modernize infrastructure, supporting the company’s enterprise pipeline and long-term demand outlook. Its enhanced AI Data Platform and NVIDIA-powered capabilities also strengthen its competitive positioning. Dell Technologies Forum UAE
- Neutral Sentiment: CEO Michael Dell’s pledge to contribute to employees’ children’s Trump Accounts and continued public attention around the initiative raise Dell’s visibility, but the program is philanthropic and has limited direct impact on operating results. Dell pledges employee Trump Account contributions
- Negative Sentiment: Several Silver Lake-affiliated directors sold roughly $73 million of Dell stock on October 6, with some transactions reducing their positions by about 68% to 72%. The sales may create a near-term supply and investor-confidence overhang. Dell insider-selling filing
- Negative Sentiment: A disclosure also showed that an account managed independently for President Donald Trump sold between $500,001 and $1 million of Dell shares, followed by a smaller sale. The transactions could temper enthusiasm around his public support for the stock. Trump-linked account sells Dell shares
Insiders Place Their Bets
In other news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $47,176,751.94. Following the completion of the transaction, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. This represents a 58.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the sale, the director directly owned 73,185 shares in the company, valued at $37,861,527.90. This trade represents a 53.14% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,697,272 shares of company stock worth $920,162,797. Corporate insiders own 41.50% of the company’s stock.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently bought and sold shares of the business. Collective Family Office LLC lifted its holdings in Dell Technologies by 1.5% in the third quarter. Collective Family Office LLC now owns 1,299 shares of the technology company’s stock worth $699,000 after acquiring an additional 19 shares during the last quarter. Cornerstone Financial Management LLC grew its holdings in shares of Dell Technologies by 56.1% during the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after purchasing an additional 23 shares during the last quarter. Noble Wealth Management PBC raised its position in shares of Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock worth $25,000 after purchasing an additional 25 shares during the period. Retirement Wealth Solutions LLC lifted its holdings in shares of Dell Technologies by 41.3% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 89 shares of the technology company’s stock worth $48,000 after purchasing an additional 26 shares during the last quarter. Finally, Bill Few Associates Inc. lifted its holdings in shares of Dell Technologies by 4.5% in the 3rd quarter. Bill Few Associates Inc. now owns 690 shares of the technology company’s stock worth $371,000 after purchasing an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.
Dell Technologies Company Profile
Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.
The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.
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