Dell Technologies (NYSE:DELL) Updates Q3 2025 Earnings Guidance

Dell Technologies (NYSE:DELL) issued an update on its third quarter 2025 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 1.900-2.100 for the period, compared to the consensus estimate of 2.200. The company issued revenue guidance of $24.0 billion-$25.0 billion, compared to the consensus revenue estimate of $24.6 billion. Dell Technologies also updated its FY 2025 guidance to 7.550-8.050 EPS.

Dell Technologies Price Performance

Shares of DELL stock opened at $115.54 on Monday. Dell Technologies has a one year low of $53.62 and a one year high of $179.70. The company’s fifty day moving average price is $120.21 and its 200-day moving average price is $122.74. The company has a market capitalization of $81.95 billion, a price-to-earnings ratio of 23.58, a PEG ratio of 1.43 and a beta of 0.92.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, August 29th. The technology company reported $1.89 EPS for the quarter, beating the consensus estimate of $1.49 by $0.40. The business had revenue of $25.03 billion for the quarter, compared to the consensus estimate of $24.14 billion. Dell Technologies had a negative return on equity of 182.71% and a net margin of 4.32%. The business’s revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.44 earnings per share. Equities research analysts expect that Dell Technologies will post 6.86 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 2nd. Shareholders of record on Tuesday, July 23rd were paid a $0.445 dividend. This represents a $1.78 annualized dividend and a yield of 1.54%. The ex-dividend date of this dividend was Tuesday, July 23rd. Dell Technologies’s payout ratio is currently 36.33%.

Analyst Upgrades and Downgrades

DELL has been the subject of several research analyst reports. Bank of America raised their price target on Dell Technologies from $150.00 to $155.00 and gave the company a buy rating in a report on Friday. Sanford C. Bernstein decreased their target price on shares of Dell Technologies from $155.00 to $140.00 and set an outperform rating on the stock in a research report on Friday. TD Cowen dropped their price target on Dell Technologies from $155.00 to $128.00 and set a hold rating for the company in a research report on Friday. Wells Fargo & Company lowered their price objective on Dell Technologies from $150.00 to $140.00 and set an overweight rating for the company in a research note on Friday. Finally, Barclays increased their price target on Dell Technologies from $97.00 to $106.00 and gave the company an equal weight rating in a report on Friday. Two investment analysts have rated the stock with a hold rating and fourteen have given a buy rating to the stock. Based on data from MarketBeat.com, Dell Technologies currently has an average rating of Moderate Buy and a consensus price target of $136.80.

Insider Buying and Selling

In related news, CEO Michael S. Dell sold 2,837,829 shares of the business’s stock in a transaction that occurred on Friday, June 14th. The shares were sold at an average price of $133.75, for a total value of $379,559,628.75. Following the completion of the transaction, the chief executive officer now owns 20,412,241 shares of the company’s stock, valued at $2,730,137,233.75. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. In other Dell Technologies news, Director David W. Dorman sold 75,000 shares of the business’s stock in a transaction dated Thursday, June 13th. The stock was sold at an average price of $135.26, for a total transaction of $10,144,500.00. Following the sale, the director now owns 114,317 shares in the company, valued at approximately $15,462,517.42. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Michael S. Dell sold 2,837,829 shares of the stock in a transaction dated Friday, June 14th. The shares were sold at an average price of $133.75, for a total value of $379,559,628.75. Following the completion of the transaction, the chief executive officer now directly owns 20,412,241 shares in the company, valued at $2,730,137,233.75. The disclosure for this sale can be found here. Insiders sold a total of 7,041,697 shares of company stock valued at $961,072,399 over the last three months. 46.70% of the stock is owned by company insiders.

Dell Technologies Company Profile

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).