Dell Technologies (DELL)
Information Technology · Technology Hardware & Infrastructure · NYSE
A global technology leader providing essential hardware, software, and infrastructure solutions, currently benefiting from massive demand in AI-optimized servers.
What Dell Technologies does
Dell Technologies provides comprehensive technology solutions, including infrastructure products and client devices. The company operates through two main segments: Infrastructure Solutions Group (ISG), which includes AI-optimized servers, traditional servers, networking, and storage, and Client Solutions Group (CSG), which focuses on commercial and consumer PCs, workstations, and peripherals.
Recent developments
In its Q2 Fiscal 2027 earnings, Dell reported record quarterly revenue of $47.0 billion, a 58% year-over-year increase, driven by massive demand for AI-optimized servers. The company raised its full-year FY27 revenue guidance to $192 billion and expects AI-optimized server revenue to reach $74 billion for the full year.
From Dell Technologies's filing of 2026-09-08.
Themes: AI infrastructure, data center modernization, PC refresh cycle, hybrid work infrastructure, IT infrastructure services, cloud native infrastructure
Fundamentals
- Price$574.55 as of 2026-10-08 close
- Market cap$367.7B as of 2026-07-31 (share count; price 2026-10-08)
- 1-year return+249.2% 2025-10-08 close $164.53 → 2026-10-08 close $574.55
- P/E45.63 as of 2026-10-08
- Net margin+5.2% FY2026, SEC XBRL
- Gross margin+20.0% FY2026, SEC XBRL
- Debt / equity5.36 as of 2026-09-03
- Revenue growth (YoY)+38.6% as of 2026-09-03
- Revenue CAGR (3y)+3.5% SEC XBRL
- Beta1.91 as of 2026-09-03
- Last reported earnings2026-09-01 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.4%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How DELL compares in its sector
- price-to-earnings ratiomiddle range 253 covered Information Technology peers, as of 2026-10-08
- net profit marginmiddle range 380 covered Information Technology peers, as of 2026-09-03
- operating marginmiddle range 375 covered Information Technology peers, as of 2026-09-03
- gross marginbottom 25% 311 covered Information Technology peers, as of 2026-09-03
- 3-year revenue CAGRmiddle range 385 covered Information Technology peers
- indicated dividend yieldmiddle range 108 covered Information Technology peers, as of 2026-09-03
- free cash flow (absolute dollars, latest fiscal year)top 10% 382 covered Information Technology peers, as of FY2026
Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
DELL is not currently in any published Top 10 list. Its scores are below.
Top 10 score
55.8 #426 of 1,379 scored · #73 of 203 in Information Technology
Trend 91st (trading above its 200-day average) and capital return 76th (net share count bought back over the year 5, consecutive years of dividend increases 5 years); weakest is financial health (23rd, debt to equity 5.4, free cash flow margin 7.5%).
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2026)
Covered by reported results. In FY2026, DELL's dividend was covered by reported results (earnings payout 25%, free-cash-flow payout 17%). This describes past coverage, not a forecast.
- Earnings payout25% dividends / net income
- Free-cash-flow payout17% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Dell Technologies looks technically
Dell Technologies (DELL) is trading 90.3% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 136 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 23 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 59, neither overbought (above 70) nor oversold (below 30). It made a new 20-day high about 16 trading days ago. It is 3.5% below its all-time high. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 90.3% above its 200-day average, the long-term trend line — a longer-term uptrend | +90.3% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $502.03 | $502.03 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $301.99 | $301.99 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing low 7 calendar days ago — the swings before that are what the structure reading is measured on | 7 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 5 of five; the labelling fails if price closes below 520.18. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible upward five-wave sequence, in wave 5 |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 136 trading days ago — a "golden cross", a bullish long-term signal | 136 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 23 (a reading of 25+ marks a strong trend) | 22.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 59, neither overbought (above 70) nor oversold (below 30) | 59.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($520.18 to $592.44) — its "stochastic" reading is 75 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 75.2 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 11 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $595.51 | $595.51 |
|---|---|---|
| From the 52-week high | it is 3.5% below its 52-week high (its highest price of the past year) | -3.5% |
| Above the 52-week low | it is 421.3% above its 52-week low (its lowest price of the past year) | +421.3% |
| Below the 52-week high | it is 3.5% below its highest point of the past year | 3.5% |
| Since a 20-day breakout | it made a new 20-day high about 16 trading days ago | 16 sessions |
| Since a 55-day breakout | it made a new 55-day high about 16 trading days ago | 16 sessions |
| All-time high | its highest closing price on record is $595.51 (set on 2026-09-18) | $595.51 |
| Given back of the 52-week move | over the past year its closes ranged ($111.07 to $588.40), and it has given back only a small part of its rise from last year’s low — 3% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $278.14 to $293.41. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 2.9% |
| From the all-time high | it is 3.5% below its all-time high | -3.5% |
| Nearest price level | it is trading 10.0% above a support level at $517.09 — a price it turned at twice since 2026-08-13, most recently on 2026-10-01. Since 2024-10-08 it has 17 such levels below the current price and 0 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -10.0% |
| All-time low | its lowest closing price on record is $11.79 (set on 2016-09-06) | $11.79 |
| Above the all-time low | it is 4772.1% above its all-time low | +4,772% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move | 0th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $27.77 between its high and its low — about 4.8% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $27.77 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $525.23 and $589.06 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $525.23 – $557.14 – $589.06 |
| Typical daily range (% of price) | its price moves about 4.8% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.8% |
| Stretch from the 200-day average | it is trading 9.8 daily ranges above its 200-day average price (90.3% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 9.8 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.55× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 1.1% since the prior reading | +1.1% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has softened toward "sell" since the prior reading | 0.03 toward sell |
Candlestick patterns
1
| Since a doji | 5 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 5 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-10-08 1.8% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -1.8% |
|---|---|---|
| Open gap | it gapped 2.3% above the previous close 4 sessions ago and has not traded back through the level it left behind at 541.74 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.3% |
| Gap filled | a 2.5% gap down opened on 2026-09-24 has been "filled" 10 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 10 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 6.6 percentage points (the stock gained 7.6% while the market gained 1.0%) | +6.6% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 29.2 percentage points (the stock gained 33.0% while the market gained 3.8%) | +29.2% |
| vs market, 6 months | over the past 6 months this stock beat the market by 214.3 percentage points (the stock gained 231.8% while the market gained 17.5%) | +214.3% |
| vs market, 12 months | over the past 12 months this stock beat the market by 234.2 percentage points (the stock gained 249.2% while the market gained 15.0%) | +234.2% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: MACD momentum is negative — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 30% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 1.0% of the share price, which is taken to mean a barrier that gives way easily. | +29.9% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 85% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $311.40 — a volume-weighted average of daily closes over 193 sessions, not a true tick-by-tick VWAP. | +84.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 8% above the average price paid since it last reported on 2026-09-01 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $533.41 — a volume-weighted average of daily closes over 27 sessions, not a true tick-by-tick VWAP. | +7.7% |
Price levels it has turned at before
DELL last closed at $574.55 on 2026-10-08. Since 2024-10-08 it has turned at 17 prices below its last close and 0 above; the 3 nearest below are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $517.09 | Support | 10.0% below the last close | turned there twice · 2026-08-13 to 2026-10-01 |
| $466.48 | Support | 18.8% below the last close | turned there twice · 2026-06-01 to 2026-07-14 |
| $422.94 | Support | 26.4% below the last close | turned there twice · 2026-08-24 to 2026-09-01 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 5 of five.
This labelling fails — stops being a possible reading at all — if it closes below $520.18.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $616.04 and $771.16 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
This reading has stood for 1 trading day, since 2026-10-08.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · in a Bollinger Band volatility squeeze · Analyst price target recently RAISED · Near the all-time high · beating the market · Stretched far above its 200-day average (6+ daily ranges) | Learn: moving average · golden cross · adx · rsi · breakout · all time high · bollinger bands
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (1.86 mean, 1=Strong Buy…5=Strong Sell) — 25 analysts
- Mean price target$585.96 range $480.00 – $735.00; median $600.00
Analyst estimates, as of 2026-10-08. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for DELL
- Consensus EPS estimate$6.56 next reporting period, as of 2026-10-08
- Estimate change, 30 days-$0.01169 (-0.2%) from $6.57, on 2026-09-03, 35-day window
- Readings revised upward20% of 5 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Inherent non-linearity and variability in demand for AI-optimized servers.","Supply chain constraints and inflationary pressures for critical components like memory.","Adverse global economic conditions affecting technology demand."]
What changed in the latest 10-Q
AI-assisted comparison of DELL's 10-Q filed 2026-09-08 against the prior one filed 2026-06-09.
Management's Discussion & Analysis (MD&A)
- Reworded:
- Newer filing (2026-09-08) states 'During the second quarter and first six months of Fiscal 2027' where older filing (2026-06-09) states 'During the first quarter of Fiscal 2027'.
- Newer filing (2026-09-08) states 'We continued to experience substantial demand growth' where older filing (2026-06-09) states 'We experienced substantial demand growth'.
- Newer filing (2026-09-08) references 'Note 14' for reportable segments, where older filing (2026-06-09) references 'Note 15'.
- Newer filing (2026-09-08) writes 'as-a-service' where older filing (2026-06-09) writes 'as-a-Service'.
- Newer filing (2026-09-08) has page number '45' after Table of Contents, where older filing (2026-06-09) has page number '47'.
- Newer filing text is truncated at '...customers continue to up' in the Technology refresh bullet, and older filing truncates at '...which has con', so the complete ending of the Technology refresh bullet cannot be compared between filings.
- Notes:
- The provided texts are truncated at the end of the Technology refresh bullet in both filings, so changes beyond that point cannot be assessed.
- Only the sections provided were compared; other parts of the MD&A may contain additional changes not shown.
Risk Factors
- Added:
- Newer filing (2026-09-08) includes in Item 2 a stock repurchase table for the second quarter of Fiscal 2027 with periods from May 2, 2026 through July 31, 2026, totaling 9.5 million shares purchased.
- Newer filing (2026-09-08) includes in Item 5 an Other Information disclosure describing Richard J. Rothberg's termination on June 11, 2026 of a Rule 10b5-1 trading arrangement originally adopted on March 10, 2026, which had been scheduled to remain in effect through June 30, 2026, for the sale of up to 45,000 shares, with no shares sold prior to termination.
- Newer filing (2026-09-08) includes an Exhibit 2.1 Plan of Conversion referenced to a Form 8-K filed July 1, 2026.
- Newer filing (2026-09-08) includes an Exhibit 3.1 Certificate of Formation of Dell Technologies Inc. referenced to a Form 8-K filed July 1, 2026.
- Newer filing (2026-09-08) includes an Exhibit 3.2 Amended and Restated Bylaws of Dell Technologies Inc.
- Newer filing (2026-09-08) includes Exhibit 4.2, 4.3, and 4.4 Supplemental Indentures No. 1 dated as of June 16, 2026, among Dell International L.L.C., EMC Corporation, guarantors, and The Bank of New York Mellon Trust Company, N.A., as Trustee, referenced to a Form 8-K filed June 16, 2026.
- Newer filing (2026-09-08) includes Exhibit 4.5, 4.6, and 4.7 Forms of Global Note for 4.750% Senior Notes due 2031, 5.000% Senior Notes due 2034, and 5.250% Senior Notes due 2037.
- Newer filing (2026-09-08) includes Exhibit 10.1 Credit Agreement dated as of June 10, 2026, among Dell Technologies Inc., Denali Intermediate Inc., Dell Inc., Dell International L.L.C., EMC Corporation, JPMorgan Chase Bank, N.A., and lenders, referenced to a Form 8-K filed June 10, 2026.
- Newer filing (2026-09-08) includes Exhibit 10.2 Amended and Restated MD Shareholders Agreement dated as of July 2, 2026, among Dell Technologies Inc., Denali Intermediate Inc., Dell Inc., Dell International L.L.C., EMC Corporation, Michael S. Dell, and the Susan Lieberman Dell Separate Property Trust.
- Newer filing (2026-09-08) includes Exhibit 10.3 Amended and Restated SLP Shareholders Agreement dated as of July 2, 2026, among Dell Technologies Inc., Denali Intermediate Inc., Dell Inc., Dell International L.L.C., EMC Corporation, SL SPV-2, L.P., Silver Lake Partners IV, L.P., Silver Lake Technology Investors IV, L.P., Silver Lake Partners V DE (AIV), L.P., Silver Lake Technology Investors V, L.P., and other shareholders.
- Newer filing (2026-09-08) includes Exhibit 10.4 Form of Indemnification Agreement between Dell Technologies Inc. and certain members of its Board of Directors.
- Newer filing (2026-09-08) includes Exhibit 10.5 Form of Indemnification Agreement between Dell Technologies Inc. and certain of its executive officers.
- Newer filing (2026-09-08) describes a sales of unregistered securities item for July 2026, in which 716,173 shares of Class C Common Stock were issued upon conversion of Class B Common Stock in reliance on Section 3(a)(9).
- Removed:
- Older filing (2026-06-09) includes in Item 2 a stock repurchase table for the first quarter of Fiscal 2027 with periods from January 31, 2026 through May 1, 2026, totaling 11.0 million shares purchased.
- Older filing (2026-06-09) includes in Item 5 Other Information disclosure describing Richard J. Rothberg's adoption on March 10, 2026 of a Rule 10b5-1 trading arrangement for the sale of up to 45,000 shares, expiring June 30, 2026.
- Older filing (2026-06-09) includes in Item 5 Other Information disclosure describing Lynn M. Vojvodich's adoption on March 24, 2026 of a Rule 10b5-1 trading arrangement for the sale of up to 28,198 shares, expiring March 5, 2027.
- Older filing (2026-06-09) includes Exhibit 4.1 Consent to the Extension of Registration Rights Under the Second Amended and Restated Registration Rights Agreement, dated March 17, 2026, among Dell Technologies Inc. and Silver Lake entities.
- Older filing (2026-06-09) includes Exhibit 10.1 Form of Special Incentive Program Cash Award Agreement under the Dell Technologies Inc. 2023 Stock Incentive Plan.
- Older filing (2026-06-09) includes Exhibit 10.2 Form of Growth Equity Program Performance-Based Restricted Stock Unit Agreement under the Dell Technologies Inc. 2023 Stock Incentive Plan.
- Older filing (2026-06-09) includes Exhibit 101 XBRL-related items (101.INS, 101.SCH, 101.CAL, 101.DEF, 101.LAB, 101.PRE) and Exhibit 104 Cover Page Interactive Data File.
- Older filing (2026-06-09) includes a Signatures page dated June 9, 2026 signed by Richard Troy Sharp as SVP, Corporate Finance and Chief Accounting Officer.
- Reworded:
- Newer filing (2026-09-08) Item 2 refers to repurchases during the "second quarter of Fiscal 2027," while older filing (2026-06-09) refers to the "first quarter of Fiscal 2027."
- Newer filing (2026-09-08) stock repurchase table dates range from May 2, 2026 to July 31, 2026, while older filing dates range from January 31, 2026 to May 1, 2026.
- Newer filing (2026-09-08) reports total shares purchased of 9.5 million, while older filing reports 11.0 million.
- Newer filing (2026-09-08) repurchase row data shows 0.5 shares at $224.40, 4.1 shares at $408.36, and 4.9 shares at $413.67; older filing shows 5.2 shares at $119.98, 3.1 shares at $152.39, and 2.7 shares at $193.07.
- Newer filing (2026-09-08) reports approximate dollar value remaining under the program as $14,059 million, $12,404 million, and $10,371 million for the three periods; older filing reports $15,179 million, $14,708 million, and $14,181 million.
- Newer filing (2026-09-08) Item 2 refers to "See Note 12 of the Notes to the Condensed Consolidated Financial Statements" while older filing refers to "See Note 13".
- Newer filing (2026-09-08) Item 2 stock repurchase authorization paragraph uses a period before "on February 26, 2026" ("...and on February 26, 2026 authorized..."), while older filing uses a comma ("...and, on February 26, 2026, authorized...").
- Item 5 disclosure about Richard J. Rothberg changed from adoption of a trading arrangement in the older filing to termination of that trading arrangement in the newer filing.
- Item 5 in the newer filing does not include the Lynn M. Vojvodich Rule 10b5-1 adoption disclosure that was present in the older filing.
- Notes:
- The texts provided are labeled as Risk Factors in the prompt but contain Items 1A, 2, 5, and 6; the comparison reflects the full text as supplied.
- The newer filing text appears truncated at the end of Item 6 (exhibit table) and does not include a Signatures page, so whether such page exists in the actual filing is not assessed.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 933 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-040 buys · 495 sells ($494M) — 10 selling insiders
- Last 90 days · read to 2026-10-040 buys · 933 sells ($956M) — 12 selling insiders
- Last 180 days · read to 2026-10-040 buys · 2274 sells ($2.4B) — 15 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-10-06. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about DELL's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 13 matched disclosures for DELL from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
6 institutional 13F filers reported holding DELL as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 62,262,603
- Reported value $26,863,823,071
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 4 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about DELL's institutional holders → See what each manager we track holds →
Short interest (FINRA)
DELL had 13,693,224 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
DELL had 2.14% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 1 days to cover at the same settlement.
- Reported short interest (shares) 13,693,224
- Short interest (% of shares outstanding) 2.14%
- Prior settlement (shares) 14,444,059
- Reported change -5.2%
- Days to cover (reported) 1
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Hewlett Packard Enterprise (HPE)
- Lenovo Group (LNVGY)
- HP Inc. (HPQ)
- Super Micro Computer
- NetApp (NTAP)
- Pure Storage (PSTG)
- Cisco Systems (CSCO)
- IBM (IBM)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Dell Technologies (DELL) do?
Dell Technologies provides comprehensive technology solutions, including infrastructure products and client devices. The company operates through two main segments: Infrastructure Solutions Group (ISG), which includes AI-optimized servers, traditional servers, networking, and storage, and Client Solutions Group (CSG), which focuses on commercial and consumer PCs, workstations, and peripherals.
What sector is Dell Technologies (DELL) in?
Dell Technologies (DELL) is classified in the Information Technology sector. Its industry is Technology Hardware & Infrastructure. It trades on NYSE.
Does DELL pay a dividend?
Yes — Dell Technologies (DELL) pays a dividend, with an indicated yield of about 0.44% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-09-03). Informational only — not financial advice.
Who are Dell Technologies's (DELL) competitors?
Notable peers of Dell Technologies (DELL) include Hewlett Packard Enterprise, Lenovo Group, HP Inc., Super Micro Computer and NetApp. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in DELL?
Yes — we hold 13 matched STOCK Act disclosures for DELL from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Dell Technologies (DELL) overbought or oversold right now?
Dell Technologies (DELL) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 59, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on DELL come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.