Dell Technologies Inc. (NYSE:DELL) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Dell Technologies Inc. (NYSE:DELL) have been assigned an average rating of “Moderate Buy” from the twenty-five analysts that are presently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating, sixteen have issued a buy rating and one has given a strong buy rating to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $190.8421.

DELL has been the subject of several recent analyst reports. Mizuho boosted their price objective on shares of Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 6th. Barclays boosted their price objective on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Raymond James Financial raised their price objective on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. JPMorgan Chase & Co. raised their price objective on Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Finally, Morgan Stanley raised their price objective on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Tuesday, April 28th.

Dell Technologies Price Performance

Shares of DELL stock opened at $239.37 on Friday. The company has a 50-day moving average of $182.69 and a two-hundred day moving average of $148.15. The firm has a market cap of $154.57 billion, a PE ratio of 27.45, a price-to-earnings-growth ratio of 1.00 and a beta of 0.99. Dell Technologies has a 1-year low of $103.89 and a 1-year high of $263.99.

Dell Technologies (NYSE:DELL) last announced its earnings results 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 company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.Dell Technologies’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same period last year, the business posted $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. Sell-side analysts anticipate that Dell Technologies will post 11.9 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were issued a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, April 21st. Dell Technologies’s dividend payout ratio is currently 28.90%.

More Dell Technologies News

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

• Positive Sentiment: Mizuho raised its price target on Dell to $300 from $260 and kept an Outperform rating, saying agentic AI workloads should keep driving durable demand for Dell’s servers and AI infrastructure. Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
• Positive Sentiment: Recent headlines continue to frame Dell as a beneficiary of AI spending, including commentary that investor attention remains focused on Dell’s server demand tied to AI adoption and federal AI initiatives. Dell’s John Roese on Data Layer’s Role in Federal AI Adoption
• Positive Sentiment: Market commentary also noted that Dell has been a strong AI winner this year, with a sharp multi-month rally reflecting enthusiasm for its role in AI infrastructure. Is It Too Late To Consider Dell (DELL) After AI-Fueled Share Price Surge?

Insider Activity

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the completion of the transaction, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,571,688 shares of company stock valued at $576,654,105 over the last three months. 42.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Dell Technologies

Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. increased its position in Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares in the last quarter. State Street Corp lifted its holdings in Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Dell Technologies by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 7,478,732 shares of the technology company’s stock valued at $939,808,000 after purchasing an additional 108,011 shares in the last quarter. Invesco Ltd. lifted its holdings in Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. Finally, Deutsche Bank AG lifted its holdings in Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after purchasing an additional 1,090,336 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.