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Overview
Smart money at a glance
Filings to Sep 25, 2026Net selling: insiders sold $1.1B and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$1.1B netNet selling
- CongressSTOCK Act, last 180 days
- -$1K to -$15K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 4 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- 3 awardsAwards on record
Key stats
Fundamentals Sep 25- Open
- $535.97
- 52-wk high
- $595.51
- High
- $549.85
- 52-wk low
- $109.70
- Low
- $530.45
- Prev close
- $536.02
- Mkt cap
- $349.59B
- P/E
- 31.9x
- Volume
- 7.96M
- Fwd P/E
- 21.3x
- Beta
- 1.41
- Div yield
- 0.42%
- P/S
- 2.3x
- P/B
- 4.4x
- Profit margin
- +7.5%
- Op margin
- +12.0%
- ROE
- +44.3%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about DELL filings
Are insiders buying or selling Dell Technologies Inc (DELL) stock?
Net selling: insiders sold $1.1B and bought $0 of DELL stock on the open market in the 90 days to Sep 25, 2026, according to SEC Form 4 filings. $2.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Slta, Spv-2 (Gp), L.L.C. (Director), who sold $261.9M. The latest filing was on Sep 25, 2026.
Which members of Congress have traded DELL recently?
Rep. John McGuire (R) sold $1K to $15K on Jun 4, 2026, disclosed 6 days later. In total, 1 member disclosed 1 DELL trade with trade dates in the last 180 days, filed a median 6 days after trading.
How current is this DELL smart-money data?
This summary uses filings available on Sep 25, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 3 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (1)
- DS
D.E. Shaw
$418.9M
added
Sells/Trims (2)
- TS
Two Sigma
$215.1M
trimmed
- CI
Citadel
$51.7M
trimmed
What insiders are doing
What Congress is doing
What fin-fluencers are saying
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in 43.2% above what analysts expected.
Earnings per share
$4.72 expected
Revenue
$44.44B expected
GAAP EPS was $6.34 and adjusted EPS was $7.04. The analyst basis could not be confirmed, so no beat or miss is shown.
Q3 FY2027 guidance
$49.00B
$40.99B expected+19.5%
What the street expects next
EPS expected
$3.65 to $4.28
Revenue expected
21 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $27.00B | $33.38B | $43.84B | $46.97B |
| Cost of what it sold | $21.41B | $26.65B | $36.06B | $37.14B |
| Gross profit | $5.59B | $6.73B | $7.78B | $9.83B |
| What it spent | ||||
| Research and development | $752.0M | $797.0M | $983.0M | $1.11B |
| Sales and admin | $2.72B | $2.79B | $3.04B | $3.25B |
| Other operating costs | -$49.0M | — | $106.0M | — |
| Total operating expenses | $3.42B | $3.58B | $4.13B | $4.36B |
| What was left | ||||
| Operating profit | $2.17B | $3.15B | $3.66B | $5.47B |
| Interest on debt | $396.0M | $411.0M | $391.0M | $254.0M |
| Profit before tax | $1.94B | $2.80B | $3.95B | $5.13B |
| Tax | $393.0M | $540.0M | $510.0M | $998.0M |
| Net profit | $1.55B | $2.26B | $3.44B | $4.13B |
| EBITDA | $3.09B | $3.98B | $5.10B | $6.23B |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Tone of tracked coverage
Daiwa Securities Adjusts Hewlett Packard Enterprise Price Target to $65 From $52, Maintains Neutral Rating
Leans bullishSep 23Key facts: NASDAQ:GOOG Gemini breach; Search leads; Cloud/AI +52%
NeutralSep 23Internal Dell (DELL) share distribution shifts Silver Lake director’s stake
NeutralSep 23Form 4 Dell Technologies Inc For: 22 September By Investing.com
NeutralSep 22Silver Lake shifts Dell Technologies (NYSE: DELL) stake in 59K-share in-kind move
NeutralSep 22Silver Lake shifts 101,327 Dell (DELL) shares in fund distribution
Leans bearishSep 22Joyy stock hits 52-week high at 80.94 USD
NeutralSep 22NetApp (NTAP) Just Deepened Its VMware Cloud Integration. How Much Does It Matter?
NeutralSep 22
Macro
32 macro signals shaping DELL right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results