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 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 Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Bank of America lifted their target price on Dell Technologies from $150.00 to $155.00 and gave the stock a “buy” rating in a report on Friday, August 30th. UBS Group reduced their target price on shares of Dell Technologies from $164.00 to $158.00 and set a “buy” rating on the stock in a report on Friday, August 30th. Barclays increased their price target on shares of Dell Technologies from $106.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday. Melius Research lifted their price target on Dell Technologies from $140.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Evercore ISI restated an “outperform” rating and set a $150.00 price objective on shares of Dell Technologies in a research report on Wednesday, November 20th. Three analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $148.18.

Dell Technologies Trading Down 12.2 %

DELL opened at $124.38 on Thursday. The business’s fifty day simple moving average is $127.08 and its 200-day simple moving average is $126.95. The company has a market capitalization of $87.36 billion, a price-to-earnings ratio of 22.86, a PEG ratio of 1.51 and a beta of 0.89. Dell Technologies has a 12-month low of $67.51 and a 12-month high of $179.70.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, November 26th. The technology company reported $2.15 EPS for the quarter, beating 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 business had revenue of $24.37 billion for the quarter, compared to the consensus estimate of $24.67 billion. During the same quarter last year, the firm posted $1.62 EPS. The company’s revenue for the quarter was up 9.5% on a year-over-year basis. On average, equities research analysts predict that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

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. The ex-dividend date of this dividend was Tuesday, October 22nd. This represents a $1.78 annualized dividend and a yield of 1.43%. Dell Technologies’s dividend payout ratio (DPR) is presently 32.72%.

Insider Buying and Selling

In related news, Director Radakovich Lynn Vojvodich sold 725 shares of the stock in a transaction that occurred on Tuesday, October 15th. The shares were sold at an average price of $129.50, for a total transaction of $93,887.50. Following the completion of the sale, the director now owns 23,680 shares of the company’s stock, valued at $3,066,560. This represents a 2.97 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Michael S. Dell sold 10,000,000 shares of Dell Technologies stock in a transaction on Thursday, September 26th. The stock was sold at an average price of $122.40, for a total transaction of $1,224,000,000.00. Following the completion of the transaction, the chief executive officer now directly owns 16,912,241 shares in the company, valued at $2,070,058,298.40. This represents a 37.16 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 17,962,112 shares of company stock worth $2,114,595,059 in the last three months. 46.70% of the stock is owned by 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).