Dell Technologies Inc. (DELL)
SEC filings, insider trading & institutional ownership from EDGAR.
Dell Technologies is a global IT solutions provider headquartered in Round Rock, Texas, operating in approximately 180 countries and serving customers across enterprise, government, small/medium business, and consumer markets. The company designs, develops, manufactures, markets, sells, and supports a broad portfolio of infrastructure and client technology solutions, organized into two reportable segments: Infrastructure Solutions Group (ISG), which offers storage, servers, and networking products optimized for multicloud, AI, and machine learning workloads, and Client Solutions Group (CSG), which provides branded PCs, workstations, displays, and related peripherals and services. Additional non-segment businesses include VMware Resale, through which Dell acts as a key channel partner reselling VMware's multicloud and digital workspace offerings, and Secureworks (NASDAQ: SCWX), a cybersecurity solutions provider.
Dell's go-to-market strategy combines a direct sales model—including a roughly 31,000-person direct sales force—with an extensive channel network of approximately 240,000 partners, supported by around 35,000 service professionals and 2,200 vendor-managed service centers. The company strengthens customer relationships through Dell Financial Services (DFS), which offers financing and flexible consumption models such as subscription, utility, and as-a-Service offerings under the Dell APEX brand; DFS funded $9.7 billion in originations in Fiscal 2023 and maintains an $11 billion global receivables portfolio. Dell's strategic priorities focus on modernizing core infrastructure and client offerings while pursuing growth in edge computing, telecom, data management, and as-a-Service models.
The company invests heavily in research and development, with R&D expenses of $2.8 billion in Fiscal 2023, and maintains a global patent portfolio of over 20,000 granted patents. Manufacturing occurs at owned facilities in the U.S., Malaysia, China, Brazil, India, Poland, and Ireland, supplemented by contract manufacturers worldwide, with quality management systems certified to ISO standards. Dell procures materials through a large supplier base, spending approximately $77 billion annually, and operates over 725 parts distribution centers.
The company is subject to a range of U.S. and international regulations spanning antitrust, trade, export/import controls, consumer protection, environmental, and data privacy laws. Dell has articulated 2030 ESG goals centered on sustainability, inclusion, human rights, and ethics, including a target of net zero greenhouse gas emissions by 2050 and specific workforce diversity targets. As of February 3, 2023, the company employed approximately 133,000 people globally, with about 32% based in the United States, and subsequent to fiscal year-end announced workforce reductions of approximately 5% as part of a broader strategic realignment.
AI-summarized from Item 1 (Business) of the company's most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $22.71B |
| Operating income | $8.15B |
| Diluted EPS | $8.68 |
| Gross margin | 20.0% |
| Net margin | 5.2% |
Revenue by region
FY2026 geographic segments • from the 10-K
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed |
|---|---|
| 4Durban Egon | Oct 15, 2026 |
| 4Durban Egon | Oct 15, 2026 |
| 4Durban Egon | Oct 15, 2026 |
| 4Durban Egon | Oct 15, 2026 |
| 4Durban Egon | Oct 15, 2026 |
| 4Durban Egon | Oct 9, 2026 |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Durban Egon | Oct 9, 2026 | J |
| Durban Egon | Oct 9, 2026 | Sell |
| Durban Egon | Oct 9, 2026 | Sell |
| Durban Egon | Oct 9, 2026 | Option exercise |
| Silver Lake Group, L.L.C. | Oct 9, 2026 | J |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 3.8% | Aug 7, 2026 | $10.4B |
| Vanguard Capital Management | 3.0% | Aug 13, 2026 | $8.2B |
| JANE STREET GROUP, LLC | 2.8% | Aug 14, 2026 | $7.65B |
| STATE STREET CORPORATION | 2.2% | Sep 22, 2026 | $5.94B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.8% | Aug 14, 2026 | $4.84B |
Executive pay and the vote
From the FY2026 proxy statement (DEF 14A), filed May 15, 2026, and the annual meeting’s vote on Jun 25, 2026
Figures come from the company’s proxy statement, and the vote count from its 8-K.
The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.
Sign up free →Latest 10-Q takeaways
filed Sep 8, 2026Dell's MD&A is strongly positive, describing 'exceptional operating results' with triple-digit growth in operating income and net income, driven by AI-optimized server demand. Management is assertive about the outlook, though it acknowledges component cost inflation, mix-driven margin pressure, customer concentration, and rising credit and purchase-obligation exposure. Automated screens found no red flags in this filing.
Written by Scrutar's AI from DELL's SEC filings. Check anything you rely on against the filing. Not investment advice.
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Companies related to DELL
Peers identified from DELL's own SEC filings.
Data as of Oct 16, 2026Source: SEC EDGAR.