Key Points
- Egon Durban, a Dell director, sold 71,000 shares on December 9 at an average price of $138.12 for about $9.81 million, reducing his ownership by 5.71% to 1,172,428 shares; the transaction was disclosed in an SEC filing.
- Dell beat estimates with quarterly EPS of $2.59 on $27.01 billion revenue (up 10.8% YoY), set FY‑2026 EPS guidance of 9.92 and Q4 guidance of 3.50, and announced a quarterly dividend of $0.525 (annualized $2.10, yield 1.5%); analysts rate the stock a consensus "Moderate Buy" with a $162.84 target.
Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Egon Durban sold 71,000 shares of the business's stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the sale, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.
Dell Technologies Stock Performance
Shares of NYSE:DELL opened at $138.67 on Friday. The stock has a market capitalization of $93.24 billion, a price-to-earnings ratio of 18.49, a PEG ratio of 0.94 and a beta of 1.03. Dell Technologies Inc. has a 1-year low of $66.25 and a 1-year high of $168.08. The company has a 50 day moving average price of $143.71 and a 200 day moving average price of $132.16.
Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.12. The business had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The company's revenue was up 10.8% compared to the same quarter last year. During the same period last year, the company posted $2.15 EPS. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. On average, sell-side analysts expect that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.
Dell Technologies Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 1.5%. The ex-dividend date is Tuesday, January 20th. Dell Technologies's payout ratio is presently 28.00%.
Analyst Ratings Changes
Several brokerages have commented on DELL. The Goldman Sachs Group raised their target price on shares of Dell Technologies from $175.00 to $185.00 and gave the stock a "buy" rating in a report on Wednesday, November 26th. Morgan Stanley upped their price target on shares of Dell Technologies from $110.00 to $113.00 and gave the company an "underweight" rating in a research report on Wednesday, November 26th. Wells Fargo & Company lifted their price objective on shares of Dell Technologies from $160.00 to $180.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 8th. Raymond James Financial increased their target price on Dell Technologies from $161.00 to $166.00 and gave the company an "outperform" rating in a report on Wednesday, November 26th. Finally, Daiwa Capital Markets lifted their price target on Dell Technologies from $140.00 to $150.00 and gave the company an "outperform" rating in a report on Wednesday, December 3rd. Sixteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies presently has an average rating of "Moderate Buy" and a consensus target price of $162.84.
Check Out Our Latest Stock Analysis on DELL
Institutional Trading of Dell Technologies
Hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank acquired a new position in Dell Technologies in the 2nd quarter worth about $528,279,000. Wellington Management Group LLP boosted its holdings in shares of Dell Technologies by 4,279.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company's stock worth $426,129,000 after buying an additional 2,937,137 shares during the period. Invesco Ltd. raised its holdings in Dell Technologies by 82.3% in the 3rd quarter. Invesco Ltd. now owns 4,855,154 shares of the technology company's stock worth $688,315,000 after acquiring an additional 2,191,317 shares during the period. Franklin Resources Inc. lifted its position in Dell Technologies by 541.9% during the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company's stock worth $283,052,000 after acquiring an additional 1,685,529 shares during the last quarter. Finally, Boston Partners boosted its holdings in Dell Technologies by 34.4% during the first quarter. Boston Partners now owns 5,132,877 shares of the technology company's stock valued at $466,418,000 after acquiring an additional 1,312,600 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.
About Dell Technologies
(
Get Free Report)
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).
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