DELL at a glance
Dell Technologies (DELL, SEC CIK 1571996) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on September 8, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 30, 2026 (FY2026), Dell Technologies (DELL) reported revenue of $113.5 billion (up 18.8% from FY2025) and net income of $5.9 billion. Diluted EPS was $8.68.
- As of June 30, 2026, 51 institutional investment managers tracked by SignalX reported holding Dell Technologies (DELL) shares worth $54.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Durban Egon on September 23, 2026 of 1,850 shares at $548.40 per share.
- In the last 90 days, DELL insiders reported 0 open-market purchases ($0) and 942 open-market sales ($956.5M) on Form 4, a net sale of $956.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $113.5B
- +18.8% vs prior year
- Insiders · 90 days
- 0 buys · 942 sells
- Net −$956.5M
- 13F holders
- 51 funds
- $54.0B · +3 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 30, 2026
Risk Factors
- Section 'risk_factors' was empty or not found.
Business Overview
- Section 'business' was empty or not found.
Management Discussion & Analysis
- Revenue $113.5B, up 19% YoY; ISG +40% to $60.8B; CSG +5% to $51.0B; Corporate and other declined due to VMware Resale exit
- GAAP operating margin 7.2% vs 6.5%; non-GAAP operating margin 8.8% vs 8.9%; gross margin compressed to 20.0% vs 22.2% from AI-server mix shift
- ISG best segment: operating income $7.1B, margin 11.7% vs 12.8%; CSG weakest: operating income $2.8B, margin 5.6% vs 6.1%; AI-optimized servers revenue +166% to $24.7B
- Operating cash flow $11.2B vs $4.5B; capex $2.6B; buybacks $6.0B (~54M shares); dividends $1.5B; total debt rose $7.0B to $31.8B
- FY2027 guidance: significant ISG growth (AI-server driven), modest CSG growth; notable component cost inflation expected; $10B additional buyback authorized; dividend raised 20% to $0.630/share per quarter
AI summary of the DELL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Gross margin $9.830B vs $5.447B YoY, up 80%
- ISG strongest demand, AI-optimized servers driving significant backlog
- Operating cash flow $2.225B vs $2.543B YoY, down 13%
- Component inflation, memory constraints, and AI-server mix pressure near-term margins
Risk Factors
- No risk-factors section provided; submitted text covers equity repurchases, exhibits, and signatures
- Newly disclosed trading-plan termination: General Counsel ended Rule 10b5-1 arrangement on June 11, 2026
- Repurchase authorization reduced to $10.371 billion after 9.5 million shares purchased
- New June 10, 2026 credit agreement creates potential debt and liquidity exposure
- 2031, 2034, and 2037 senior-note supplemental indentures establish updated long-dated debt obligations
AI summary of the DELL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $5.0B senior unsecured debt issuance across maturities from 2029 to 2037
- Annual interest expense of approximately $276.25M based on stated coupon rates
Item 8.01: Other Events
- $5B senior-note issuance across 2029–2037 maturities, increasing Dell’s debt financing obligations
- Coupon rates range from 5.100% to 5.900%, indicating material recurring interest expense
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 31, 2026; results announced September 1, 2026
- Earnings details furnished in Exhibit 99.1, requiring review for revenue, profitability, and guidance impacts
Item EX-99.1: Item EX-99.1
- Q2 FY27 revenue $47.0B, up 58%, with GAAP diluted EPS $6.34, up 273%, signaling exceptional AI-driven growth and operating leverage
- ISG revenue $31.8B, up 89%; AI-optimized servers generated $16.4B, up 100%, while traditional servers and networking rose 122%
AI summaries of DELL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DELL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DORMAN DAVID W | G | Oct 1, 2026 | 9,214 | - |
| Kennedy David Alan | F | Sep 30, 2026 | 833 | $539.59 |
| Kullman Ellen Jamison | A | Sep 24, 2026 | 419 | - |
| GRAIN DAVID J | A | Sep 24, 2026 | 633 | - |
| Radakovich Lynn Vojvodich | A | Sep 24, 2026 | 419 | - |
| GREEN WILLIAM D | A | Sep 24, 2026 | 680 | - |
| MOLLENKOPF STEVEN M | A | Sep 24, 2026 | 633 | - |
| DORMAN DAVID W | A | Sep 24, 2026 | 633 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $95.6B | $113.5B |
| Gross Profit | - | $21.3B | $22.7B |
| Operating Income | - | $6.2B | $8.1B |
| Net Income | - | $4.6B | $5.9B |
| Gross Margin | - | 22.2% | 20.0% |
| Op. Margin | - | 6.5% | 7.2% |
| Net Margin | - | 4.8% | 5.2% |
| Balance Sheet | |||
| Total Assets | $82.1B | $79.7B | $101.3B |
| Equity | - | -$1.5B | -$2.5B |
| ROE | - | -309.9% | -240.3% |
| Per Share | |||
| EPS | - | $6.38 | $8.68 |
| Cash Flow | |||
| Operating CF | - | $4.5B | $11.2B |
| CapEx | $2.8B | $2.7B | $2.6B |
Source: XBRL data in Dell Technologies (DELL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DELL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 51 | $54.01B |
| Q1 2026 | 48 | $21.82B |
| Q4 2025 | 46 | $18.66B |
| Q3 2025 | 47 | $20.21B |
| Q2 2025 | 43 | $16.41B |
| Q1 2025 | 40 | $9.30B |
| Q4 2024 | 32 | $9.19B |
| Q3 2024 | 27 | $4.42B |
- JPMorgan Chase & Co+7.36M (+239%)
- FMR LLC (Fidelity)+1.41M (+33%)
- D.E. Shaw & Co+966.1K (+12663%)
- T. Rowe Price Group+931.4K (+71%)
- Morgan Stanley+426.6K (+6%)
- Invesco Ltd−5.86M (-66%)
- Bank of America Corp−3.55M (-25%)
- Two Sigma Investments−2.38M (-78%)
- Ameriprise Financial−1.18M (-43%)
- Goldman Sachs Group−1.11M (-17%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 334 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DELL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
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DELL SEC filings: frequently asked questions
Are DELL insiders buying or selling?
In the last 90 days, Dell Technologies (DELL) officers, directors and 10% owners reported no open-market purchases and 942 open-market sales worth $956.5 million by 12 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DELL stock?
As of June 30, 2026, the largest Dell Technologies (DELL) holders among the 13F filers tracked by SignalX were BlackRock ($10.4 billion), Vanguard Capital Management LLC ($8.2 billion), State Street Corp ($5.9 billion), Bank of America Corp ($4.7 billion), JPMorgan Chase & Co ($4.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DELL's revenue in fiscal year 2026?
For the fiscal year ended January 30, 2026 (FY2026), Dell Technologies (DELL) reported revenue of $113.5 billion (up 18.8% from FY2025) and net income of $5.9 billion. Diluted EPS was $8.68. The figures come from the XBRL data in the 10-K.
What are the main risks in DELL's latest 10-K?
In the 10-K filed March 16, 2026, Dell Technologies (DELL) flagged: Section 'risk_factors' was empty or not found. (AI summary of the Risk Factors section.)
What did DELL report in its latest 8-K?
Dell Technologies (DELL) filed an 8-K on September 15, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $5.0B senior unsecured debt issuance across maturities from 2029 to 2037.
What are the latest DELL SEC filings?
Dell Technologies (DELL) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on September 8, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on October 5, 2026.
What is DELL's SEC CIK number?
Dell Technologies (DELL)'s SEC Central Index Key (CIK) is 1571996. EDGAR lists every DELL filing under that number.
Ask anything about DELL
The research agent reads DELL's filings, financials, insider trades and 13F holders, then answers with sources.