Dell Technologies Inc. (NYSE:DELL) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Dell Technologies Inc. (NYSE:DELL) has earned a consensus rating of “Moderate Buy” from the twenty-five brokerages that are currently covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $170.4737.

DELL has been the subject of several recent research reports. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Citigroup dropped their price objective on Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. Piper Sandler dropped their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Morgan Stanley boosted their price objective on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday, February 27th. Finally, Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 21st.

Insider Buying and Selling

In other news, insider William F. Scannell sold 143,067 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the sale, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. This represents a 86.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CMO Jane Tunnell sold 28,529 shares of the company’s 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 completion of the sale, the chief marketing officer directly owned 53,373 shares of the company’s stock, valued at approximately $8,139,916.23. This trade represents a 34.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 2,595,522 shares of company stock worth $403,091,708 over the last quarter. Insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

A number of institutional investors and hedge funds have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC bought a new stake in shares of Dell Technologies in the 4th quarter valued at about $25,000. Rossby Financial LCC increased its stake in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the last quarter. Navalign LLC bought a new stake in Dell Technologies during the 4th quarter worth approximately $29,000. Kemnay Advisory Services Inc. bought a new stake in Dell Technologies during the 4th quarter worth approximately $29,000. Finally, WealthCollab LLC increased its stake in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Bank of America raised its price target on DELL to $205 and kept a “buy” rating, citing Dell’s positioning for enterprise AI and stronger CSG (client solutions group) momentum — a clear analyst endorsement that supports upside. BoFA Raises Price Target
• Positive Sentiment: Coverage and reporting highlight stronger commercial PC demand that lifted CSG revenues ~14% and reinforce Dell’s enterprise wins and AI-ready portfolio, underpinning near-term revenue growth. DELL Gains From Commercial PC Demand
• Positive Sentiment: Dell signed a deal with the Sharjah Digital Department to advance AI adoption in government operations — a concrete enterprise win that supports recurring infrastructure and services revenue. Sharjah Digital Department Deal
• Positive Sentiment: Momentum: media noted DELL hit an all-time share-price high recently, reflecting strong investor enthusiasm for its AI/server exposure and PC recovery. All-Time High Report
• Neutral Sentiment: Wolfe Research initiated coverage with a “peer perform” rating — a neutral/benchmarked view that provides less directional lift than a buy/sell call. Wolfe Research Coverage
• Neutral Sentiment: A Zacks feature reviewed Wall Street’s bullish views on Dell as a buy thesis — useful context but not a single new catalyst. Zacks Analyst Roundup
• Negative Sentiment: Short-term pullback/volatility: after hitting highs and receiving upbeat price-target revisions, some investors appear to be taking profits; combined with below-average intraday volume, that likely pressured the share price today despite the positive fundamental headlines.

Dell Technologies Stock Up 0.1%

Shares of NYSE DELL opened at $178.05 on Monday. The firm’s 50-day simple moving average is $145.71 and its 200 day simple moving average is $138.83. The company has a market cap of $114.98 billion, a price-to-earnings ratio of 20.42, a price-to-earnings-growth ratio of 0.72 and a beta of 0.88. Dell Technologies has a 12-month low of $77.96 and a 12-month high of $189.75.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for 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 firm’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter 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. On average, equities analysts expect that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a boost 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 dividend on an annualized basis and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is currently 24.08%.

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.