Dell Technologies INC

Market Movers (8-K)

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NYSE
Dell Technologies Inc. subsidiaries have successfully issued $5 billion in senior notes across multiple maturities to fund ongoing operations and strategic initiatives.
Capital raise
NYSE
Dell Technologies Inc. has announced the pricing of a significant $5 billion offering of senior notes across multiple maturities to refinance existing debt and for general corporate purposes.
Capital raise
NYSE
Dell Technologies announced record-breaking second-quarter fiscal 2027 financial results, with revenue soaring 58% year-over-year to $47.0 billion and diluted EPS jumping 273% to $6.34.
Better than expected
NYSE
Dell Technologies Inc. has updated its bylaws, effective July 2, 2026, to modify the requirements for shareholders submitting proposals for company meetings.
NYSE
Dell Technologies Inc. has officially completed its move from Delaware to Texas, becoming a Texas corporation effective July 1, 2026, with no anticipated changes to its business operations or headquarters.
NYSE
Dell Technologies Inc. reported on June 11, 2026, the conversion of 3,438,364 shares of Class B common stock to Class C common stock, impacting outstanding share counts.

Quarterly Earnings (10-Q)

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NYSE
Dell Technologies Inc. announced robust financial results for the second quarter and first six months of Fiscal Year 2027, showcasing significant revenue and operating income growth driven by its Infrastructure Solutions Group.
Better than expected
NYSE
Dell Technologies Inc. announced robust financial results for the first quarter of Fiscal Year 2027, with significant revenue growth driven by demand for AI-optimized servers and strong performance in its Client Solutions Group.
Better than expected
NYSE
Dell Technologies reported an 11% increase in net revenue and a 32% rise in net income for Q3 FY26, driven by strong demand for AI-optimized servers and commercial PCs.
Capital raise
Better than expected
NYSE
Dell Technologies announced robust second-quarter and first-half fiscal year 2026 results, fueled by significant demand for AI-optimized servers and disciplined cost management.
Better than expected
Capital raise
Delay expected
NYSE
Dell Technologies announced robust first-quarter fiscal year 2026 results, with significant revenue and operating income growth fueled by strong demand for AI-optimized servers and disciplined cost management, alongside increased shareholder returns.
Delay expected
Better than expected
Capital raise
NYSE
Dell Technologies saw a 10% increase in revenue in Q3 Fiscal 2025, primarily driven by strong demand for its server and networking solutions.
Better than expected

Annual Reports (10-K)

NYSE
Dell Technologies reported a 19% increase in net revenue for Fiscal 2026, reaching $113.5 billion, primarily fueled by significant demand for AI-optimized servers and disciplined cost management.
Delay expected
Better than expected
Capital raise
NYSE
Dell Technologies and Silver Lake Partners agree to extend the deadline for filing a shelf registration statement to June 30, 2024.
Delay expected
NYSE
Dell Technologies experienced a 14% decrease in revenue for fiscal year 2024, influenced by macroeconomic conditions and changes in customer spending.
Worse than expected
Delay expected

Insider Trading (Form 4)

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NYSE
Sl Spv-2, L.P. and 4 others reported changes in beneficial ownership of Dell Technologies Inc. common stock on September 16, 2026.
NYSE
Silver Lake Partners IV, L.P. and 4 others reported changes in beneficial ownership of Dell Technologies Inc. common stock on September 16, 2026.
NYSE
Silver Lake Technology Investors IV, L.P. and 4 others reported changes in beneficial ownership of Dell Technologies Inc. common stock on September 16, 2026.
NYSE
Silver Lake Technology Investors V, L.P. and 4 others reported changes in beneficial ownership of Dell Technologies Inc. common stock on September 15, 2026.
NYSE
Silver Lake Technology Investors IV, L.P. and 4 others reported changes in beneficial ownership of Dell Technologies Inc. common stock on September 15, 2026.
NYSE
Sl Spv-2, L.P. and 4 others reported changes in beneficial ownership of Dell Technologies Inc. common stock on September 15, 2026.

Proxy Statements (Def-14A)

NYSE
Dell Technologies has announced its 2025 Annual Meeting of Stockholders, scheduled for June 26, 2025, and has made proxy materials available online.
NYSE
Dell Technologies will hold its 2025 Annual Meeting of Stockholders virtually on June 26, 2025, to vote on director elections, ratification of the independent accounting firm, and executive compensation.
NYSE
Dell Technologies Inc. has scheduled its 2024 Annual Meeting for June 27, 2024, and is soliciting proxies for key proposals, including the election of directors, ratification of the company's auditor, and advisory votes on executive compensation and shareholder proposals.
NYSE
Dell Technologies will hold its 2024 Annual Meeting of Stockholders virtually on June 27, 2024, to vote on director elections, auditor ratification, executive compensation, and shareholder proposals.

Schedule 13D - Activist Investments

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NYSE
Silver Lake Group and its affiliates have amended their Schedule 13D filing, reporting changes in beneficial ownership of Dell Technologies Inc. Class C Common Stock.
NYSE
Silver Lake entities have reduced their beneficial ownership in Dell Technologies through a series of share conversions and sales.
NYSE
Silver Lake Group and its affiliates have reduced their beneficial ownership in Dell Technologies Inc. Class C Common Stock through recent sales and distributions, while maintaining significant voting influence.
NYSE
Silver Lake Group and its affiliates have updated their beneficial ownership in Dell Technologies, reporting a reduced stake of 13.8% in Class C Common Stock following recent sales and distributions.
Worse than expected
NYSE
Silver Lake Group and its affiliates have reduced their beneficial ownership in Dell Technologies Inc. Class C Common Stock through recent sales and distributions, now holding approximately 8.7% of total common stock.
Worse than expected
NYSE
Silver Lake and its affiliated entities have filed an Amendment No. 10 to their Schedule 13D, reporting a reduction in their beneficial ownership of Dell Technologies Inc. Class C Common Stock through recent sales and distributions.
Worse than expected

Schedule 13G - Passive Investments

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NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 7.07% beneficial ownership stake in Dell Technologies Inc.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership of Dell Technologies Inc. common stock following an internal realignment.
NYSE
Michael S. Dell has filed an Amendment No. 7 to Schedule 13G, reporting beneficial ownership of 45.7% of Dell Technologies Inc.'s Class C Common Stock.
NYSE
The Vanguard Group has reported a beneficial ownership of 8.57% in Dell Technologies Inc., holding over 29 million shares as of June 30, 2025.
NYSE
Michael S. Dell has filed an Amendment No. 6 to Schedule 13G, disclosing his beneficial ownership of 46.8% of Dell Technologies Inc.'s Class C Common Stock as of March 31, 2025.
NYSE
Michael S. Dell and affiliated Dell entities have filed an amended Schedule 13G, reporting 0% beneficial ownership of SecureWorks Corp's Class A Common Stock, indicating a complete divestment of their previously held stake.
Worse than expected