Dell Technologies Inc. (NYSE:DELL) Receives $163.28 Consensus Price Target from Analysts

Shares of Dell Technologies Inc. (NYSE:DELL) have been given an average recommendation of “Moderate Buy” by the twenty-three research firms that are covering the stock, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, five have issued a hold recommendation and seventeen have issued a buy recommendation on the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $164.2222.

DELL has been the subject of several research analyst reports. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Raymond James Financial lifted their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Citigroup lowered their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Mizuho increased their price objective on shares of Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Finally, Barclays raised their target price on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th.

Dell Technologies Stock Performance

Shares of DELL opened at $164.74 on Thursday. Dell Technologies has a 52-week low of $66.25 and a 52-week high of $169.90. The firm has a market cap of $106.38 billion, a price-to-earnings ratio of 18.89, a PEG ratio of 0.74 and a beta of 0.96. The business’s fifty day moving average is $129.43 and its 200-day moving average is $134.22.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, topping the consensus estimate 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 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 in the prior year, the company earned $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. As a group, research analysts forecast that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued 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 is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.5%. Dell Technologies’s dividend payout ratio (DPR) is 24.08%.

Insiders Place Their Bets

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the company’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CMO Jane Tunnell sold 28,529 shares of Dell Technologies stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total value of $4,350,957.79. Following the sale, the chief marketing officer directly owned 53,373 shares in the company, valued at $8,139,916.23. The trade was a 34.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,542,455 shares of company stock worth $230,444,598. Company insiders own 42.00% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds have recently added to or reduced their stakes in DELL. Rockefeller Capital Management L.P. increased its position in Dell Technologies by 27.1% in the 4th quarter. Rockefeller Capital Management L.P. now owns 263,564 shares of the technology company’s stock valued at $33,178,000 after acquiring an additional 56,203 shares during the period. World Investment Advisors lifted its holdings in shares of Dell Technologies by 18.2% during the fourth quarter. World Investment Advisors now owns 12,179 shares of the technology company’s stock worth $1,533,000 after purchasing an additional 1,874 shares during the period. Corient Private Wealth LLC grew its stake in shares of Dell Technologies by 7.2% in the fourth quarter. Corient Private Wealth LLC now owns 119,018 shares of the technology company’s stock worth $15,050,000 after purchasing an additional 7,957 shares during the last quarter. Auto Owners Insurance Co grew its stake in shares of Dell Technologies by 12,488.0% in the fourth quarter. Auto Owners Insurance Co now owns 522,024 shares of the technology company’s stock worth $6,571,000 after purchasing an additional 517,877 shares during the last quarter. Finally, Hsbc Holdings PLC increased its holdings in Dell Technologies by 1.2% in the fourth quarter. Hsbc Holdings PLC now owns 586,868 shares of the technology company’s stock valued at $74,088,000 after purchasing an additional 6,766 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Key Dell Technologies News

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

• Positive Sentiment: Dell rolled out expanded cybersecurity and resilience offerings targeting AI deployments and emerging quantum risks — a product push that reinforces its AI/server market positioning and could drive incremental enterprise spending. Dell Technologies Expands Cybersecurity and Resilience for the AI Era and Emerging Quantum Risks
• Positive Sentiment: Bank of America raised its price target on DELL to $172 and reiterated a Buy, providing fresh analyst support that likely contributed to the stock move. Price Target Raise Coverage
• Positive Sentiment: Major sell‑side and independent analysts remain constructive on Dell’s AI-server demand; a five‑star analyst note highlighted continued upside from strong enterprise AI spending. Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
• Positive Sentiment: Market coverage and trade‑day summaries noted Dell shares spiking after the company enhancements and the BofA move, indicating positive intraday momentum amid a broader market rally. Why Dell Stock Is Rising Today
• Neutral Sentiment: Broader market tailwinds — including easing geopolitical risk and a strong tape — are supporting tech names generally, which benefits Dell alongside company‑specific news. Geopolitical Thaw: Why This Rally Has Legs
• Negative Sentiment: Several insiders have sold shares recently (CAO Richard Troy Sharp, the CMO, and a director reported large dispositions). Persistent insider selling can create caution among some investors, even if filings don’t indicate diminished confidence in operations. Insider Sale: Richard Troy Sharp CMO Sale Coverage Director Sale Coverage
• Negative Sentiment: A contrarian analysis argues DELL may not be a buy despite a large reported AI backlog, warning that valuation and execution risks remain — a reminder of potential downside if AI demand or margins disappoint. Dell: Why It’s Not A Buy Despite A $43B AI Backlog

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.