Dell Technologies Inc. (NYSE:DELL) Stock Has Consensus Price Target of $569.96

Dell Technologies Inc. (NYSE:DELL) has been assigned a consensus recommendation of “Moderate Buy” from the thirty-six ratings firms that are presently covering the company, Marketbeat Ratings reports. Nine investment analysts have rated the stock with a hold rating, twenty-six have issued a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $569.96.

A number of brokerages have recently issued reports on DELL. Deutsche Bank Aktiengesellschaft started coverage on Dell Technologies in a report on Thursday, September 3rd. They set a “hold” rating and a $480.00 target price for the company. Truist Financial lifted their price target on Dell Technologies from $360.00 to $505.00 and gave the company a “hold” rating in a report on Wednesday, September 2nd. Sanford C. Bernstein upped their price objective on shares of Dell Technologies from $500.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Cantor Fitzgerald initiated coverage on shares of Dell Technologies in a report on Wednesday, September 2nd. They set an “overweight” rating for the company. Finally, Melius Research increased their price target on Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a research note on Wednesday, September 2nd.

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 83,006 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the transaction, the director directly owned 73,185 shares of the company’s stock, valued at approximately $37,861,527.90. This represents a 53.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the company’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director directly owned 64,209 shares in the company, valued at approximately $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,819,650 shares of company stock valued at $991,183,596. Company insiders own 41.50% of the company’s stock.

Institutional Trading of Dell Technologies

Institutional investors and hedge funds have recently made changes to their positions in the company. Chicago Partners Investment Group LLC lifted its stake in Dell Technologies by 19.7% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 12,371 shares of the technology company’s stock valued at $5,647,000 after buying an additional 2,034 shares in the last quarter. 3Chopt Investment Partners LLC lifted its stake in Dell Technologies by 5.8% in the 3rd quarter. 3Chopt Investment Partners LLC now owns 4,074 shares of the technology company’s stock valued at $2,192,000 after buying an additional 222 shares in the last quarter. Compass Financial Management LLC boosted its position in shares of Dell Technologies by 79.0% in the third quarter. Compass Financial Management LLC now owns 7,170 shares of the technology company’s stock worth $3,857,000 after acquiring an additional 3,164 shares during the last quarter. Rakuten Investment Management Inc. lifted its position in shares of Dell Technologies by 12.8% during the third quarter. Rakuten Investment Management Inc. now owns 54,152 shares of the technology company’s stock worth $29,220,000 after purchasing an additional 6,150 shares in the last quarter. Finally, Third View Private Wealth LLC lifted its holdings in Dell Technologies by 3.6% during the 3rd quarter. Third View Private Wealth LLC now owns 898 shares of the technology company’s stock worth $483,000 after buying an additional 31 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Stock Performance

Dell Technologies stock opened at $423.63 on Friday. Dell Technologies has a 1 year low of $110.22 and a 1 year high of $595.51. The stock has a market capitalization of $269.35 billion, a P/E ratio of 24.59, a P/E/G ratio of 0.44 and a beta of 1.45. The company’s fifty day moving average price is $513.74 and its 200 day moving average price is $330.29.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping the consensus estimate of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the previous year, the firm posted $1.70 earnings per share. The company’s quarterly revenue was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Sell-side analysts predict that Dell Technologies will post 25.13 EPS for the current year.

Dell Technologies Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were given a dividend of $0.63 per share. The ex-dividend date was Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell’s AI infrastructure business remains a key long-term support. Recent coverage highlighted accelerating storage growth, a reported $95 billion backlog and rising earnings estimates, while expanded AI security and cyber-resilience capabilities could strengthen its position against Cisco and Hewlett Packard Enterprise. Everpure vs. Dell: Which Data Storage Stock Is the Better Buy Now? DELL Expands AI Security Capabilities
• Neutral Sentiment: One report characterized Dell as a founder-led technology company with potential for continued innovation and global growth, but it does not introduce a new catalyst for the current session. Founder-Led Giants Redefining Technology and Global Market Growth
• Neutral Sentiment: A filing-related report said an account associated with Donald Trump sold as much as $1 million of Dell stock, despite his public comments encouraging purchases. The transaction may attract attention but is small relative to Dell’s market value and does not change the company’s fundamentals. Trump Filing Reveals Dell Stock Sale
• Negative Sentiment: Intel warned that memory shortages are constraining PC demand and that weakness could persist, hurting computer and server manufacturers. Dell fell alongside HP, Hewlett Packard Enterprise and Super Micro as investors priced in slower hardware demand and potential supply-cost pressure. Dell Sinks as Intel Warning Hits Hardware Stocks
• Negative Sentiment: Intel’s weak fourth-quarter outlook, margin pressure and roughly 25% share-price reset reinforced concerns about a prolonged PC downturn. The read-through is negative for Dell’s traditional PC business, even though AI servers may continue to grow. Silicon Shock: Intel’s Valuation Reset
• Negative Sentiment: Investors are also questioning whether Dell’s rally has outpaced its fundamentals, citing sharply weaker cash flow and negative shareholders’ equity. Those concerns increase sensitivity to any slowdown in AI or broader hardware demand. The Next AI Stock to Break Out May Not Be on Most Investors’ Radar

Dell Technologies Company Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.