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

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

Analyst Ratings Changes

DELL has been the topic of a number of recent analyst reports. Morgan Stanley increased their target price on Dell Technologies from $136.00 to $154.00 and gave the stock an “overweight” rating in a research note on Monday, November 11th. Citigroup upped their target price on shares of Dell Technologies from $155.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, August 30th. Evercore ISI reaffirmed an “outperform” rating and set a $150.00 price target on shares of Dell Technologies in a research note on Wednesday, November 20th. JPMorgan Chase & Co. increased their price objective on Dell Technologies from $155.00 to $160.00 and gave the stock an “overweight” rating in a research note on Thursday, August 15th. Finally, Bank of America lifted their target price on Dell Technologies from $150.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, August 30th. Three investment analysts have rated the stock with a hold rating and fourteen have given a buy rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $146.50.

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $141.71 on Wednesday. The company has a market capitalization of $99.54 billion, a PE ratio of 26.05, a P/E/G ratio of 1.51 and a beta of 0.89. The company has a 50-day simple moving average of $126.91 and a two-hundred day simple moving average of $126.97. Dell Technologies has a one year low of $67.51 and a one year high of $179.70.

Dell Technologies (NYSE:DELL) last posted 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 negative return on equity of 178.09% and a net margin of 4.32%. The firm had revenue of $24.37 billion during the quarter, compared to analysts’ expectations of $24.67 billion. During the same quarter last year, the firm earned $1.62 EPS. The business’s quarterly revenue was up 9.5% on a year-over-year basis. On average, equities analysts predict that Dell Technologies will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, November 1st. Shareholders of record on Tuesday, October 22nd were given a dividend of $0.445 per share. This represents a $1.78 annualized dividend and a yield of 1.26%. The ex-dividend date was Tuesday, October 22nd. Dell Technologies’s dividend payout ratio is presently 32.72%.

Insiders Place Their Bets

In related news, insider William F. Scannell sold 42,595 shares of the business’s stock in a transaction on Friday, September 20th. The shares were sold at an average price of $117.29, for a total transaction of $4,995,967.55. Following the completion of the transaction, the insider now directly owns 73,263 shares in the company, valued at $8,593,017.27. The trade was a 36.76 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Yvonne Mcgill sold 8,000 shares of Dell Technologies stock in a transaction dated Friday, November 22nd. The shares were sold at an average price of $143.24, for a total transaction of $1,145,920.00. Following the completion of the sale, the chief financial officer now owns 236,419 shares in the company, valued at approximately $33,864,657.56. This trade represents a 3.27 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 17,962,112 shares of company stock valued at $2,114,595,059. 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).