Dell Technologies Inc. (NYSE:DELL) Receives $186.84 Average PT from Analysts

Dell Technologies Inc. (NYSE:DELL) has been assigned an average recommendation of “Moderate Buy” from the twenty-five ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, seven have assigned a hold rating, sixteen have issued a buy rating and one has assigned a strong buy rating to the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $190.8421.

A number of brokerages have weighed in on DELL. Piper Sandler decreased their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Evercore increased their price target on Dell Technologies from $205.00 to $240.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Barclays increased their price target on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Morgan Stanley increased their price target on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Tuesday, April 28th. Finally, Citigroup increased their price target on Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st.

Insider Activity at Dell Technologies

In other news, insider William F. Scannell sold 143,067 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the sale, the insider owned 21,779 shares of the company’s stock, valued at $3,593,535. This trade represents a 86.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director V (Gp) L.L.C. Slta sold 382,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.81, for a total transaction of $67,541,420.00. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 3,571,688 shares of company stock worth $576,654,105. Corporate insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

Several large investors have recently made changes to their positions in the company. Healthcare of Ontario Pension Plan Trust Fund grew its stake in shares of Dell Technologies by 126.0% in the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 224,671 shares of the technology company’s stock valued at $36,875,000 after buying an additional 125,257 shares during the period. Renaissance Technologies LLC grew its position in Dell Technologies by 70.2% in the 1st quarter. Renaissance Technologies LLC now owns 721,577 shares of the technology company’s stock valued at $118,432,000 after purchasing an additional 297,500 shares during the period. Gabelli Funds LLC grew its position in Dell Technologies by 49.0% in the 1st quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock valued at $7,565,000 after purchasing an additional 15,150 shares during the period. Modern Wealth Management LLC grew its position in Dell Technologies by 135.0% in the 1st quarter. Modern Wealth Management LLC now owns 4,098 shares of the technology company’s stock valued at $694,000 after purchasing an additional 2,354 shares during the period. Finally, Volterra Technologies LP acquired a new stake in Dell Technologies in the 1st quarter valued at $3,638,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Dell and KIOXIA showcased breakthrough flash-storage and a high-density 2U server at Dell Technologies World 2026, reinforcing Dell’s role as an AI infrastructure provider rather than just a PC maker. Dell and KIOXIA unveil an impressive 9.8 Petabyte high-density 2U server
• Positive Sentiment: A separate report highlighted Dell’s AI and enterprise storage solutions with KIOXIA, adding to the narrative that Dell is benefiting from demand for AI-ready infrastructure. KIOXIA at Dell Technologies World 2026, breakthrough storage solutions for AI and enterprise
• Positive Sentiment: Commentary on Dell described the stock as attractive even if its laptop business faded, with emphasis on AI infrastructure growth as the main investment thesis. Even if Dell Laptops Disappeared, I’d Still Buy the Stock
• Positive Sentiment: Principled Technologies said Dell Services can speed up AI time to value, which supports the case for higher-margin enterprise and services revenue. Principled Technologies study shows faster AI time to value with Dell Services
• Neutral Sentiment: Dell announced it will hold its fiscal Q1 2027 earnings call on May 28, keeping investors focused on upcoming results and guidance rather than providing new financial information yet. Dell Technologies to Hold Conference Call May 28 to Discuss First Quarter Fiscal 2027 Financial Results
• Neutral Sentiment: Analyst commentary and “stock market lapped” coverage suggest continued Wall Street interest in Dell, but these items did not add new operational catalysts. Wall Street Analysts See Dell Technologies (DELL) as a Buy: Should You Invest?

Dell Technologies Stock Performance

NYSE:DELL opened at $247.38 on Friday. The company has a market capitalization of $159.75 billion, a PE ratio of 28.37, a P/E/G ratio of 0.99 and a beta of 0.99. The company has a 50 day simple moving average of $186.55 and a two-hundred day simple moving average of $149.40. Dell Technologies has a fifty-two week low of $106.38 and a fifty-two week high of $263.99.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Research analysts predict that Dell Technologies will post 11.9 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st were given a dividend of $0.63 per share. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend was Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.0%. Dell Technologies’s payout ratio is 28.90%.

Dell Technologies Company Profile

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.