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 (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.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on DELL shares. Sanford C. Bernstein lowered their price target on Dell Technologies from $155.00 to $140.00 and set an “outperform” rating for the company in a report on Friday, August 30th. Susquehanna initiated coverage on shares of Dell Technologies in a report on Tuesday, September 10th. They set a “neutral” rating and a $120.00 target price on the stock. TD Cowen decreased their price target on shares of Dell Technologies from $155.00 to $128.00 and set a “hold” rating for the company in a report on Friday, August 30th. Bank of America increased their price objective on shares of Dell Technologies from $150.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, August 30th. Finally, JPMorgan Chase & Co. upped their target price on Dell Technologies from $155.00 to $160.00 and gave the company an “overweight” rating in a report on Thursday, August 15th. Three analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $148.18.

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $124.38 on Friday. The stock’s 50 day moving average price is $127.21 and its 200 day moving average price is $126.94. The stock has a market cap of $87.36 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 1.31 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 released its earnings results on Tuesday, November 26th. The technology company reported $2.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.83 by $0.32. Dell Technologies had a negative return on equity of 184.20% and a net margin of 4.36%. The firm had revenue of $24.37 billion for the quarter, compared to analyst estimates of $24.67 billion. During the same period in the previous year, the company earned $1.62 earnings per share. Dell Technologies’s revenue was up 9.5% compared to the same quarter last year. On average, sell-side analysts expect 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. Stockholders of record on Tuesday, October 22nd were issued a dividend of $0.445 per share. This represents a $1.78 annualized dividend and a dividend yield of 1.43%. The ex-dividend date of this dividend was Tuesday, October 22nd. Dell Technologies’s dividend payout ratio is 31.45%.

Insider Buying and Selling

In other Dell Technologies news, insider William F. Scannell sold 42,595 shares of Dell Technologies stock in a transaction that occurred on Friday, September 20th. The shares were sold at an average price of $117.29, for a total value of $4,995,967.55. Following the completion of the sale, 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Yvonne Mcgill sold 8,000 shares of the stock in a transaction on 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 approximately $33,864,657.56. This trade represents a 3.27 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 17,962,112 shares of company stock valued at $2,114,595,059. Company 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).